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Latest
Buy Hold Sell
Listed Series 2024
Series
Alternatives in Focus
Buy Hold Sell
Fund in Focus
Livewire Live
Meet The Investor
Outlook Series
Rapid Fire
Reporting Season
Signal or Noise
Success and More Interesting Stuff
The Pitch
The Rules of Investing
Views from the Top
Categories
Asset Allocation
Commodities
Daily Report
Education
Equities
Fixed Income
Funds
Investment Theme
Macro
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Find funds
valuations
Latest news and analysis on valuations
Equities
August 31, 2018 12:01
Value vs Growth and the Divergence to the Extreme
All major value equity indices show that the last five years, and in particular the last 12 months, have been a challenge for value as a style. If we look at any...
Jason Kim
Tyndall AM
August 31, 2018 12:01
August 27, 2018 12:19
Five charts that tell the bull market story
The US stock market is on its longest bull-run in history. It began on 9 March 2009 and, so far, has lasted nine years, five months and 13 days. As of today, it beats...
Schroders Australia
Schroders
August 27, 2018 12:19
Equities
August 16, 2018 06:30
There’s always a bull market somewhere
A question I am being asked a lot at the moment is: Where are we in this most atypical of economic cycles? I tend to think we are in the late cycle of the economic...
Amit Lodha
Fidelity International
August 16, 2018 06:30
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August 01, 2018 09:34
Speculate to accumulate?
Disruption continues to be the word of the moment. The media sector highlights how new business models can decimate the value of old platforms. Investors are...
Sinclair Currie
NovaPort Capital
August 01, 2018 09:34
Equities
July 12, 2018 07:00
Twain, Louis Vuitton, and the problems with valuations
The markets continue to look like Louis Vuitton – where the glamorous and sparkly are eye-wateringly priced compared to the ordinary. Wealth inequality means an...
Martin Conlon
Schroders
July 12, 2018 07:00
Expert Insights
June 14, 2018 06:30
What makes a stock
double?
Finding the next a2 Milk is no easy task; there’s no sure-fire way of identifying which stock will go up 500%+. However, each year there are a number of small caps...
CLV
Clover Corporation Ltd
ASX:CLV
Followed by
27
people
CLV
Clover Corporation Ltd
ASX:CLV
Followed by
27
people
Livewire Exclusive
Livewire Markets
June 14, 2018 06:30
May 29, 2018 07:06
Chart Of The Week: US PE10 Valuation Ex-GFC
This week it's the PE10 and the impact of the financial crisis. Specifically what we're looking at is how the PE10 or CAPE (Cyclically Adjusted Price to Earnings)...
Callum Thomas
Topdown Charts
May 29, 2018 07:06
Equities
April 12, 2018 11:38
A time to buy profits not hope
The rhythm of life is no different to the rhythm of economic and corporate cycles. The optimism of birth, the excitement of growing up, the cynicism arising from the...
Andrew Fleming
Schroders
April 12, 2018 11:38
Education
April 11, 2018 11:51
What does a pair of jeans and the US Post Office have in common?
Little on the face of it, but from an investment perspective quite a lot. They are both second-order beneficiaries of someone else’s investment boom. The jeans...
Tom Stevenson
Fidelity International
April 11, 2018 11:51
Equities
March 06, 2018 13:01
Valuations, and the rewriting of a proverb
A2 Milk has posted great results with an almost 50% increase in revenue, but it strengthens the perspective that many valuations of businesses remain disconnected from...
Martin Conlon
Schroders
March 06, 2018 13:01
January 17, 2018 12:23
How the rotation into unloved assets is boosting energy valuations
I’m going out on a limb and calling it now: 2018 will be the year of the unloved asset. In particular, investors in the oil and the energy sector will be well placed...
Nader Naeimi
AMP Capital
January 17, 2018 12:23
January 17, 2018 10:04
Global Equities: The Top 10 PE10
Here's an updated scan across countries and regions to find the top (and bottom) PE10, and follows on from a previous version I shared back in August last year. ...
Callum Thomas
Topdown Charts
January 17, 2018 10:04
Macro
December 27, 2017 07:17
Livewire Summer School: November rain, and insurance claims
Guns N’ Roses released their first debut album titled “Appetite for Destruction” in July 1987. Three months later one of the most violent and unexpected equity market...
Livewire Exclusive
Livewire Markets
December 27, 2017 07:17
May 15, 2017 12:29
A bright outlook for Japan
We often read that Abenomics continues to divide people as to whether it is working, and if this policy platform advocated strongly by Prime Minister Abe since his...
Nikko AM
Nikko AM
May 15, 2017 12:29
May 03, 2017 13:29
GMO: The good old days of value investing
Alex Cowie
May 03, 2017 13:29
December 19, 2016 09:58
Weekly S&P 500 #ChartStorm - 18 Dec 2016
Callum Thomas
Topdown Charts
December 19, 2016 09:58
December 12, 2016 12:47
Weekly S&P 500 #ChartStorm - 11 Dec 2016
Callum Thomas
Topdown Charts
December 12, 2016 12:47
February 15, 2016 10:41
Why passive ETFs are likely a poor bet moving forward
Nathan Bell
Investsmart
February 15, 2016 10:41
December 18, 2015 13:10
BetaShares Technical and Fundamental Outlook for the ASX 200 Index
David Bassanese
Betashares
December 18, 2015 13:10
August 28, 2015 07:45
If it’s just a (severe) correction are we at/near the bottom?
Livewire News
Livewire
August 28, 2015 07:45
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