The share price of tech market darling, Tesla, rose inexorably more than ten-fold between early 2013 and early 2018. One manager not convinced by the hype was Jacob Mitchell from Antipodes Partners, who presented his short thesis on the stock at Livewire Live as early as July 2017. Show More
Attendees and digital pass subscribers were treated to a feast of information and analysis at Livewire Live this year, now it’s your turn. See three of Australia’s leading investors discuss the big issues in technology, both locally and globally in this exclusive panel session. Show More
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
A panel of Australia's Market Masters have shared their top stock ideas at Livewire Live each year since inception. On average, the stocks have beaten the market by at least 25% each time. Just over a month since Livewire Live 2017, and this year’s stocks are already ahead by 3.1%.... Show More
When asked which black swan was most likely to unsettle markets, particularly given how low volatility is, Ben Griffiths highlighted North Korea as being the one to watch. Fast-forward two weeks to today, and it seems to be unfolding as we speak. Show More
Reporting season has already claimed some scalps, and will see the knife taken to more stocks before it's done. Ben Griffiths highlighted the need to be decisive when a stock has gone against you, with some simple advice: Be a slow buyer, but a fast seller. Here is what he... Show More
Australian residential property prices gained 0.7% through July, with the year-to-date gain now at 6.2%. Speaking at Livewire Live recently, Steve Johnson of Forager Funds said that it was, however, perfectly feasible that house prices could fall by 25%, and listed three potential catalysts. Show More
The five biggest listed stocks in the US are all tech stocks, with an aggregate market cap of US$3 trillion, roughly the same as the GDP of Germany. Nick Griffin from Munro has likened this vast tech sector to being in ‘an arms race’, and speaking at Livewire Live, he... Show More
Even the RBA has now weighed into the debate on Amazon, with a bearish view on the potential effect to retail. However, Paul Taylor, Portfolio Manager of the Fidelity Australian Equities Fund, had a cautionary tale for the bears based on his experiences through the late 90’s tech bubble. Show More
As the era of QE draws to a close, central bankers face a conundrum: Nearly a decade of money printing has suppressed volatility… So, as QE is withdrawn, is volatility inevitable? Vimal Gor, Head of Income and Fixed Interest at BT, argues that the market has a bumpy ride ahead. Show More
At Livewire Live 2017, Daniel Petre of Airtree Ventures highlighted Artifical Intelligence and machine learning as THE big trend to watch: “It will dramatically change every job, every company, every industry, and every society… If you are a company, and you do not have access to sufficient datasets and algorithms…... Show More
If you are unable to attend the sold-out ‘Livewire Live 2017’ event next week, you will be pleased to hear that, for the first time you will now be able to watch it all via our ‘Digital Pass’. You will see the keynote speech from Hamish Douglass, the 2 panel... Show More
Martin Conlon is Head of Australian Equities at Schroders and oversees the investment of over $10billion in assets. Conlon’s formative years were during the tougher economic times of the late ‘80s and early ‘90s. In this exclusive interview, we learn how 30 years of experience shapes how he invests today. Show More
