technology

Equities
Garry Laurence

When we think about the economic progress of the human race over the past 50 years, there is probably no more important development than our ever-increasing ability to process data at ever-increasing speeds based on improvement in integrated circuits. Simply put the modern world as we know it would not... Show More

Macro
Aberdeen Standard Investments

Paypal founder Peter Thiel predicted in his 2014 Wall Street Journal essay ‘Competition is for losers’ that Silicon Valley would become the centre of the global economy. He claimed that by operating under a set of rules that involve little competition or regulation, his own company, along with the likes... Show More

Mary Manning

The positive trade outcome at the recent G20 meeting and dovish comments by US Federal Reserve Chairman Powell are both important catalysts for a rally in Asian markets into the year-end and early 2019. So for our Livewire Christmas Cracker, we are taking a look at a very attractive buying... Show More

Mark Gordon

Protean Energy's strategy is to build a vertically integrated vanadium business, with the upstream including the 490 Mlb V2O5/18.4 Mlb U3O8 Daejon Vanadium-Uranium Deposit in South Korea, and with downstream activities concentrating on the commercialisation of the proprietary V-KOR vanadium redox flow battery stack technology and the development of a... Show More

Asset Allocation
Livewire Exclusive

With the 2020s just 15 months away, now is a great time to take a step back and think about the long-term. 10 years ago, the top 10 companies in the world were dominated by energy companies, and Chinese companies. Today, seven of the top 10 companies are technology companies. “When... Show More

Buy Hold Sell

Tech - it’s a sector that local investors just love to hate, but if you didn’t own a handful of these high PE names of late you missed out on some stellar price action. In August just four technology stocks generated ~60% of the returns for the small ords. Show More

Alex Duffy

From my initial visits to China in the early part of last decade, one element which stood out was the sheer scale of the industrial economy and the implications which a market of that size had on domestic manufacturing and industrial companies. In the construction equipment sector in 2005 it... Show More

Eng-Teck Tan

Hard landing? Not even close. China's GDP growth is stabilising. The country is riding on the dual trends of a growing tech and consumer culture. From almost nowhere, its private companies are becoming world-beaters in high-growth tech sectors, from smartphones to civilian drones, e-commerce to ride-sharing. Show More

Jeremy Podger

You can’t step twice into the same river. Stock markets are in a state of constant flux but there are currents that can persist over long periods. Think of the fund manager as navigating a river which is constantly twisting and turning, sometimes calm and sometimes perilously turbulent. At times,... Show More

Opinion
Gareth Brown

The best run businesses think long term. While it’s easy for management to roll out a few platitudes each quarter, talk is talk. The acid test is whether management embraces activities that hurt in the short run in order to reap in the long run. I’ve always thought of this... Show More

Livewire Exclusive

While ‘technology’ was once a distinct industry, today there is technology in every business and every sector globally. Being a successful investor in this environment means buying businesses that can stay ahead of the curve, explains Garry Laurence, Portfolio Manager at Perpetual Limited. He shares the example of Nasdaq; while... Show More

Livewire Exclusive

Valuations have been marching steadily higher in the technology sector over the past few years. Companies like Amazon and Netflix are now trading on triple-digit PE multiples, so where can the value-conscious investor turn? There are opportunities for those willing to look past the popular mega-caps, says Garry Laurence, Portfolio... Show More

Callum Thomas

This week it's a chart of US REIT ETF Assets Under Management, but basically as a prompt to talk about some previous and upcoming changes to the ubiquitous GICS system. The previous change was implemented in September 2016 and saw the new Real Estate sector split out from financials. Sure... Show More

Amit Lodha

This time last year, I published an article on Livewire called ‘What Peter Lynch taught me about Facebook’. Here, I made a warning call on the data privacy issues Facebook is facing today. Livewire has since got in touch with us to discuss: what the next 12 months looks like... Show More

Crestone Wealth Management

We recently invited a group of Australia’s leading venture capital (VC) investors to provide their views on various technology themes and how they are likely to impact the world in which we live. Our panel included Daniel Petre AO, Co-Founder and Partner from AirTree Ventures, Niki Scevak, Managing Director and... Show More