In a panel discussion at Livewire Live in 2016, which you can see here, I described my worst fear at that moment: the danger of a trade war. In this wire, I revisit my thesis and ask what it means for investors. Show More
Livewire Live
Don’t miss out on hearing from 14 of Australia’s most successful investors at The Investor Event That Moves Markets. Tickets sold out within 36 hours last year so secure your seat now: Show More
The team at Sharesight has put together a portfolio of all the fund manager stock picks from the Livewire Live investor forum. The 2015 picks have had over 12 months to perform, delivering an impressive total return of 32.43%. The portfolio has now been updated to include the latest picks... Show More
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In this session from Livewire Live we look at the big issues facing the global economy now and in the years to come. Topics discussed include global currency wars, future returns, declining demographics, and the monetisation of debt. Matthew Kidman hosts Mark Burgess, Vimal Gor, and Nikki Thomas. Click on... Show More
Ben Griffiths, Portfolio Manager at Eley Grifftihs Group, says that New Zealand is a great place to invest. Auckland Airport has been a significant holding of theirs for some time, while Trade Me Group is currently their largest position. All up, New Zealand-Based companies now make up ~16% of their... Show More
Ben Griffiths, Portfolio Manager at Eley Griffiths Group, says he expects the recent outperformance of the Small Ords over the ASX100 to continue. Speaking at the Livewire Live investor forum Griffiths told investors that the quality of companies that currently make up the small cap index is as good as... Show More
In this session from Livewire Live we delve into the strategies of three active managers to understand how they generate market beating returns. Topics discussed include the starting point for selecting stocks, how to generate new investment ideas and knowing when to sell in winning and losing positions. Matthew Kidman... Show More
Where should active investors be looking in today’s market and what are some of the traps to avoid? In this video Geoff Wilson, Crispin Murray and Ben Griffiths provide candid views on where they see the opportunities in today’s market. For investors in Australian equities this is a must watch... Show More
Which technology trends will affect investors in the years ahead or are they already upon us? In Panel 4 from the recent Livewire Live investor forum three experts in disruption and technology discuss the trends that they believe are real and how they are impacting Australian listed and unlisted companies.... Show More
Crispin Murray, Head of Equities at BT Investment Management, says stock and sector volatility will increase due to low growth and a range of disruptive forces. “In every sector and every industry there is unprecedented amount of change that is occurring… Historically when you picked a sector it was because... Show More
For most investors identifying new opportunities is a perpetual challenge. So how do professional fund managers set about narrowing down the universe of stocks into market beating investments? Steve Johnson, Chief Investment Officer at Forager Funds, says it boils down to understanding your strengths and focusing on your competitive advantages.... Show More
It’s a hotly contested topic and one that sparked some strong views at Livewire Live. On one hand Nikki Thomas, Head of Research at Magellan Financial Group, says she likes to deal in probabilities. With polls pointing to a ‘stay’ vote Thomas says investors are better off focusing on other... Show More
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Daniel Petre, one of Australia’s most successful technology investors, has backed efforts to curb the flow of early stage technology listings on the ASX. The issue according to Petre is that the market for tech stocks is relatively thin and there is no quality filter for the companies. He says... Show More
This time last year at Livewire Live 2015 three veterans of the Australian equity market shared their best stock ideas for the year ahead, the results did not disappoint. Ideas were contributed by Geoff Wilson (ASX:ECX) https://www.livewiremarkets.com/wires/27619, Anton Tagliaferro (ASX:SDF) https://www.livewiremarkets.com/wires/27620 and Ben Griffiths (ASX:AIA) https://www.livewiremarkets.com/wires/27622 with the average return... Show More
With low growth and low rates investors are grappling with the question of what returns they should expect. Mark Burgess, former CEO of The Future Fund, has warned that investors now need to lower their sights. "The reason it's so critical is because if you've got too higher number, you'll... Show More
Aventus listed on the ASX at $2 last October to a largely unreceptive audience, as other more beguiling IPO’s caught investor’s attention. Our confidence in the property trust sector had been building at this time, prompting a closer look, and eventually, participation in the initial public raising. We were attracted... Show More
VTG is an Australian electronics and telecommunications reseller headed by Maxine Horne (deservedly Australia’s wealthiest female executive) comprising six brands; One Zero, Fone Zone, iConcierge, Vita Networks and Sprout Accessories. In addition, it operates 100 Telstra retail stores and 17 Telstra Business Centers (TBC’s) from which virtually all of the... Show More
We believe news media company APN News & Media Limited (ASX: APN) represents compelling value post demerger of its NZ assets. APN recently moved to spin off New Zealand Media and Entertainment (NZME) and raise $180 million through an entitlement offer to shareholders. Following the demerger of NZME, APN also... Show More
“Never let the market make you do something that you don’t want to do,” said Paul Moore, Chief Investment Officer at PM CAPITAL, when asked for his ‘golden rule’ of investing. He says it’s important to ensure that you don't base your investment decisions on external influences, you have to... Show More
It’s not just traditional companies that are struggling to face up to the threat of disruption, tech companies must deal with this too. At the recent Livewire Live investor forum in Sydney, Daniel Petre, Founder of Airtree Ventures, identified REA Group, Fairfax (owner of Domain), and Seek being businesses facing... Show More