portfolio management

Luke Cummings

Prudent portfolio management shouldn’t rely upon the assumption that everything will remain the same or that economic settings of the past will continue. Unfortunately, this is how many portfolios in Australia are typically managed. This is particularly dangerous when one considers that current economic settings are quite different to what... Show More

Clime Asset Management

Average holding periods of equities have never been shorter, sitting at 8.3 months for EOY2015. The introduction of electronic trading has provided market-makers with some degree of liquidity during times of increased volatility, leaving markets extremely short-term focused. This in turn, can arguably lead to far greater short-term volatility, which... Show More

Joe Magyer

Digging into a fresh stock idea is fun. Maybe too fun. The thrill of working a new opportunity can distract us from remembering that it’s sound, repeatable process that wins over the the long run, and not hitting it big with a single investment. Show More

Let us put the recent share market performance into a longer-run perspective. Equity returns over the short-run can be uncomfortably volatile. However, according to our research, based on some longer-run valuation measures, the market is not particularly expensive at current levels. Together with recent modest returns, this suggests scope for... Show More

PM Capital

Kevin Bertoli, Portfolio Manager at PM Capital, says he is spending a lot of his time in conversation with the management of listed companies to understand the impact of higher rates. Bertoli says the feedback from the companies they are invested in suggests that the economy is travelling along nicely.... Show More

Tom McKay

Livewire is proud to announce its partnership with one of Australia’s most innovative FinTech companies, Sharesight. Since 2009 Sharesight has been developing a unique, cloud-based, portfolio tracking and reporting tool that makes it easy to understand your trading history and dividends. The software is now used by over 40,000 (happy)... Show More