investment strategy

Why founders make the best investments

Livewire Exclusive

In this week’s Rules of Investing, I sit down with Craig McDonald, co-founder and CEO of Global Founders Funds Management. After successful careers at Goldman Sachs, Craig and his co-founder were inspired to GFFM when they came across research suggesting that founder-run businesses outperformed the broader market. This seems intuitive,... Show More

Join the conversation

Enhancing your returns with macro analysis

Livewire Exclusive

Macro analysis often gets a bad rap these days. Fund managers often prefer to associate themselves with value investors like Warren Buffett, who famously deride the use of macro analysis. However, we can’t all be Warren Buffett, so macro analysis can form an important part of many investment processes. Show More

Where are we in this bull market?

Livewire Exclusive

Sir John Templeton famously said; “bull markets are born on pessimism, grow on skepticism, peak on optimism and die on euphoria.” With the S&P 500 hitting new highs, and growth returning around the world, it’s natural to question how far along the path we are today. Show More

macro business cycle investment strategy global macro

The Rules of Investing: Valuation with Roger Montgomery

Livewire Exclusive

In the first edition of Livewire’s new podcast, The Rules of Investing, we take a deep dive into one of the most important concepts in investing, valuation. Our guest this week is Roger Montgomery, Founder and Chief Investment Officer of Montgomery Investment Management. Show More

See 1 more comment

The rally in equities looks set to grind higher

Eley Griffiths Group

These days the challenge in writing an outlook piece for the stockmarket is to try and avoid rehashing the same supportive comments for global equities. I guess a bull case is a bull case even if valuation yardsticks aren’t quite as appealing this quarter as they were in the last. Show More

strategy outlook australian equities investment strategy

Pengana Symposium October 2017

Pengana Capital
Pengana Capital Fund Manager

Pengana Capital Group is pleased to provide advisers with access to a video replay of the Pengana Symposium held on 10 October, 2017. The presentation features four strategies: Show More

investment strategy Pengana Capital

Livewire Live: Picking the winners and avoiding the bombs

Livewire Exclusive

Protecting against the downside is every bit as important as finding the big winners, after all, it takes a 100% gain to offset a 50% loss. This exclusive panel from Livewire Live hears insights on portfolio protection, diversification, and the management of emotions from three leading fund managers. Show More

Join the conversation

It's all about corporate profits

Rudi Filapek-Vandyck

US corporate profits are in an upturn, according to proprietary leading indicators from Morgan Stanley and Citi. Thus US equities should remain in an uptrend too, all else being equal. Alas, for investors in Australia, the dynamics domestically are not the same, and that is putting it mildly. Over here... Show More

7 things we’ve learned from Hamish Douglass

Livewire Exclusive

Hamish Douglass, the CIO of Magellan will be contributing his ideas to the upcoming Livewire Live event on 26 July at the ASX. In his keynote presentation Hamish will be taking us on a journey to the future to help us understand the most powerful trends that you’ll need to... Show More

Bill Gross: Don’t ignore the risks

Livewire News
Livewire News Livewire

Bill Gross, the founder of PIMCO (now with Janus Henderson) who’s known as 'The King of Bonds' issued a note overnight entitled “How to make money.” Show More

investment strategy

Don't Be Fooled By Appearances

Rudi Filapek-Vandyck

May 2017 has pushed equity indices in Australia back to levels last seen in March and February, erasing in full the April advance, but as has been the case on so many occasions in years past, face value index movements are not telling the full story of what is happening... Show More

Seth Klarman’s Six warnings

Livewire Exclusive

The iconic value investor, and CEO of $27 billion hedge fund Baupost, Seth Klarman, has lived and breathed markets for 35 years. Today he’s nervous. Here are 6 warnings from him that you should keep in mind when investing today. Show More

Are owner-operators doomed to fail?

Michael Glennon
Michael Glennon Glennon Capital

Does being a CEO who has a stake in the business affect decision-making? Watch the video to hear Michael talking about owner-operators making strategic business decisions for long-term growth. Show More

Join the conversation

The Psychology of Investing

Pie Funds
Pie Funds Fund Manager

If you’ve ever walked away from a property auction shaking your head in disbelief, you will know that emotions can get the better of investors. As rational as we may be, greed and fear are a powerful force that can hijack even the best-laid plans - “I won’t pay more... Show More

Black Boxes are not great investments

Chad Slater
Chad Slater Morphic Asset Management

A recent visit by the Investor Relations manager of a well-known global diversified investment bank served as a reminder of why, in our opinion, investors should always be cautious of investing in such financial conglomerates, particularly where a large portion of the business is an investment bank. Show More

The attributes of a global leader

Livewire Exclusive

New global leaders don’t come up very often, so identifying them relatively early can have a huge effect on a portfolio. The iPhone came out ten years ago, and investors that bought Apple in 2007 are now sitting on a ~1000% return before dividends. So, how do you get one... Show More

Beyond the Jargon: Averaging down

Patrick Poke
Patrick Poke Livewire Markets

A stock in your portfolio has fallen 30% since you bought it; is the market telling you something, or is it just better value than before? This is one of the most important questions an investor faces on a regular basis. Averaging down is when an investor buys more stock... Show More

Cheap stocks, and how to buy them

Karl Siegling
Karl Siegling Cadence Capital Limited

People often refer to themselves as either “fundamental” or “technical” investors and feel so strongly about one style of investing compared to another that they engage in heated academic debates. The view at Cadence Capital is that investors should use whatever tools are at their disposal to try to beat... Show More

Join the conversation

How to become a 'Superforecaster'

Chad Slater
Chad Slater Morphic Asset Management

In January, we were reviewing the Fund numbers for the 2016-year-end and there looked to be an error: the percentage return for the year was higher than the dollar change in the Funds Under Management and didn’t reconcile. After scratching our heads, we realised what the issue was, and it... Show More

investor education forecasting investment strategy evergreen

What makes a great company?

Livewire Exclusive

Alex Duffy, Portfolio Manager of the Fidelity Global Emerging Markets Fund, sees some common characteristics among the management teams of great companies. Show More

investor education fidelity investment strategy evergreen