Amazon Innovation, Soros Joins Crypto Rollercoaster, Property Prices Fall

Kent Kwan

Check out our key takeaways from Amazon’s Innovation Day, plus catch up on other notable things that happened around the world this week, and what it all means for you and your investments. Show More

Trump Attacks Amazon, Stock Markets Suffer, Uber & Tesla's AV Crashes

Kent Kwan

Trump lashes out at Amazon, stock markets suffer + Uber & Tesla’s fatal AV crashes. What does it all mean for investors? Show More

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Amazon – more than a global retail player

Peters MacGregor Capital Management

A well-researched and dynamic stock watch list is the bedrock of a good investment strategy that delivers value over the long-term. This holds true for professional and individual investors. Show More

Podcast: How to navigate the volatile market

Peters MacGregor Capital Management

In the first episode of the Peters MacGregor Global Investing Podcast, Head of Research, Nathan Bell, and Senior Investment Analyst, Trevor Scott discuss recent market volatility and building a portfolio of high quality companies, such as NVR and Amazon, that will deliver value over the long-term regardless of short-term market... Show More

3 Things: Bouncy Stock Markets, SpaceX Launches Cars & Rockets, Shipping with Amazon

Kent Kwan

Catch up on this week’s top stories around bouncy global markets, Elon Musk’s space race, and Amazon’s next venture. Plus, what it all means for you and your investments. Show More

3 Thematic Investing Tips to Know Before You Invest

Jade Ong

Understanding thematic investing is one thing – actually doing it is another. Like anything, it can seem a bit daunting at first but we’re going to share a few tips and insights to help ease you into the process. Show More

What is Thematic Investing and Should You Care?

Jade Ong

You can be a savvy investor without living and breathing the stock market thanks to a brilliant concept called thematic investing. This might sound overly simplistic but all it takes is an understanding of the world around you – how it’s changing, where it’s going and who is leading the... Show More

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Four lessons for retailers who want to survive

Roger Montgomery

The increasing challenges faced by our retailers are well documented. But from adversity can come opportunity, provided a business is prepared to innovate. And from the US comes the story of a retailer that did innovate, and has done more than just survive – it has thrived. Show More

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Paul Taylor on Amazon: Livewire Live 2017

Livewire Exclusive

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

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FAANGs too expensive? Consider the WAMITs.

Stuart Pearce

Much has been written about the FAANGs - Facebook, Amazon, Apple, Netflix and Google (Alphabet). With a combined weighting of almost 5% in the MSCI World Index, and returns of 43.3% over the year they have largely driven US and global indices. Not so much has been said about the... Show More

3 strategic picks by the experts

Livewire Exclusive

We recently asked Steve Johnson, Tim Kelley and Alex Pollak for insights on their investment process, and to discuss how they are investing today. Today we follow up with the three stocks they picked to illustrate their strategy. Show More


Amazon swallows Whole Foods

Peters MacGregor Capital Management

Head of Research Nathan Bell explains what Amazon's recent bid for US grocer Whole Foods means for grocery retailers at home and abroad such as Coles and Woolworths, while highlighting an undervalued cable TV and broadband provider that the market's forgotten. Show More

Amazon is proof active investing is fit and well

Fidelity International

It is 20 years last Friday since the stock market flotation of Amazon. Quite rightly, this anniversary has focused attention on the remarkable story of how an online bookseller revolutionised retail. In two decades its sales have grown from $16m to $136bn. The company is now valued at nearly twice... Show More


Here’s How 5 Tech Giants Make Their Billions

Livewire News

This infographic from Visual Capitalist breaks down how the biggest tech companies make their revenues. Facebook and Alphabet each make the vast majority of their revenues from advertising (97% and 88%, respectively), while Show More


Amazon's effect on the retail sector

Andrew Mitchell

As smaller company investors, we are relatively accustomed to seeing rapid growth from new businesses that have identified a new market or way to disrupt a lazy incumbent. The rapid growth and domination of new companies and business models at the mega-cap end of the market, however, is an entirely... Show More

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Three ASX stocks competing globally

Hyperion Asset Management

Livewire reached out to Hyperion on the topic of global investing. We discuss three ASX-listed stocks in our responses to the questions, which included: Which major global investing theme could impact Australian investors, discuss a company with a sustainable competitive advantage, and how do Australian companies become global leaders? Read... Show More

Modern Day Disruptors - Risk or Opportunity?

Ned Bell

The purpose of this analysis is to explore the risks and opportunities that come with what we call the ‘Modern Day Disruptors’. More specifically, we will look at the potential winners and losers from the perspective of a global equity investor and aim to answer the most important question: Will... Show More