Livewire Live 2018

With ten stocks comprising up to 75% of the portfolio, Adrian Warner from Avenir Capital is well versed in concentrated investing. He outlines his strategy here, using...

Over the last 30 years, the financialisation of the world, combined with falling bond yields, has created amazing returns for investors positioned to benefit. Peter...

Towards the end of any cycle, as investors get confident and start to ignore risks, some trades can become overcrowded. What starts out as attractive returns can...

In response to the calamity caused by the GFC, interest rates were cut to near zero and we doubled the amount of debt outstanding. Fast forward and interest rates are...

Catherine Yeung, Investment Director at Fidelity International, comments that clients often ask her what’s happening on the ground in China and whether the journey is...

People often ask Steve Johnson, ‘what’s your edge? What do you do differently that allows you to outperform?’ His answer is straightforward: “we don’t have a big team,...

Sitting on a >450% gain in under 20 months from one of their positions, Monash Investors not just sold out, but sold short. Simon Shields told the Livewire Live...

Miners and Banks are the two dominant sectors on the ASX. For the last few years, the miners have done the heavy lifting, and while they are a long way from former...

Monopoly is the ultimate real estate game, but it also has some important lessons for real life property investors. In Monopoly, there are three things that determine...

They say the only safe way to double your money is to fold a bank note and put it back in your pocket. The next best thing may be to find high-quality microcap...