investment strategy

At Livewire, we’re privileged to have access to some of the best minds in Australia’s funds management industry. Each year we work with and interview hundreds of fund...

MFS strategist Robert Almeida summarised it best in his latest reflections: "Investing is simple, but hard". Those who had been expecting logical, straightforward...

As we approach the final weeks of calendar year 2019, the global investment community remains as polarised as ever on what to expect next and how best to position...

This month marks the 25th anniversary of CSL (CSL) as a listed company on the ASX. In fitting fashion, shares in Australia's highest quality global success story...

Brief recap of what has transpired across the Australian share market since January: upon an initially tepid recovery from deeply oversold levels, equity markets put...

The concept behind the circle of influence and control is simple. What is within the ‘circle of control’ is what can be controlled by an individual, in this scenario,...

On the micro-level, a failed or splendid financial performance release can have a noticeable impact on a company's share price up to three months down the track.On the...

Something has gone amiss with my messaging to investors, maybe? At the recent National Conference organised by the Australian Investors Association (AIA), I showed a...

As any experienced microcap investor could tell you, investing in microcaps presents many unique challenges, not the least of which is finding good ideas for further...

Despite a 17 per cent drawdown in the wake of the GFC, Andrew McAuley the CIO at Credit Suisse, says it took just 12 months to for their portfolios to bounce back. Not...