Expert Insights

"Essential" assets that probably belong in your portfolio

Infrastructure assets have an important role to play in all balanced portfolios, says 4D Global Infrastructure's Sarah Shaw. Here, she shares what makes a great listed...
SYD
Glenn Freeman
Livewire Markets
Expert Insights

How to navigate the IPO market (and 2 on the way up in 2022)

There were a whopping 163 initial public offerings in 2021, up from just 67 in 2020 and 64 in 2019, according to IPO watch. There have already been six in the first...
CXO
+3
Ally Selby
Livewire Markets
Expert Insights

The good, bad and ugly of wholesale lending risk

Some forms of risk you want in your portfolio. Others, you should want no part of. When it comes to wholesale lending, bad risk generally means concentration, or...
Livewire Exclusive
Livewire Markets
Expert Insights

Why working from home is not about to destroy demand for office space

Working from home most likely won't have a big effect on demand for office space as the economy reopens, says Chris Bedingfield, principal and portfolio manager of...
SGP
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Livewire Markets
Expert Insights

Overlooked micro caps offer fertile hunting grounds

Microcaps are a big universe and screening tools help you sort through it, but they're blunt tools on their own. Luke Winchester from Merewether Capital believes that...
Livewire Exclusive
Livewire Markets
Expert Insights

Wholesale lending, a new frontier of income investing

Non-banks are turning the retail lending space on its head, and it’s not just consumers who are benefiting from the disruption. For Realm Investment House, this...
Livewire Exclusive
Livewire Markets
Expert Insights

What are the alternatives to term deposits for risk averse investors?

Investors don't have to watch their savings go backwards as inflation and low-interest rates erode returns, says Andrew Papageorgiou from Realm Investment House. In...
Livewire Exclusive
Livewire Markets
Expert Insights

Key offshore opportunities in senior housing and self-storage as sectors regain health

COVID might have tragically disrupted business as usual in the aged care sector but there are opportunities for investors as the sector regains its health. In this...
GMG
SCG
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Livewire Markets
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How quality leads to growth when you find the right niche

One of the pillars of Elston Asset Management’s Emerging Leaders Fund is “above-average quality leads to above-average growth”, which for portfolio manager Justin...
BRG
Livewire Exclusive
Livewire Markets
Expert Insights

Two microcaps that could double (at least) from here

Making profits is better than bleeding cash, obviously. But as a microcap investor, Merewether Capital founder Luke Winchester takes a more nuanced view. For young...
8CO
XF1
Livewire Exclusive
Livewire Markets
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China's property industry is too big to fail

It is no accident that Chinese mega property developer Evergrande is struggling to stay ahead of its creditors and nor is it alone – it is all part of the central...
Andrew Papageorgiou
Realm Investment House
Expert Insights

Credit Suisse’s big ideas for 2022

Inflation. Love it or hate it, you really have to hate it, right? Well - not so fast. Wealth manager Credit Suisse points out that equities are historically the...
Livewire Exclusive
Livewire Markets
Expert Insights

Sustainable investing goes hand-in-hand with performance — and financial resilience

Investors don't need to worry that using sustainable strategies will cost them money, says Blackrock investment specialist Blair Hannon "There is certainly a common...
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Livewire Markets
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How to spot the next multi-bagger microcap

The lightning bolt of Afterpay might never strike again, but that shouldn't stop investors from seeking less dramatic multi-bagger businesses, says Merewether Capital...
Livewire Exclusive
Livewire Markets
Expert Insights

Australia set to mimic US retail rebound as shoppers cut down on clicking

The rebound in bricks-and-mortar retail in the US could be on its way here as stir-crazy shoppers put down their iPads and make the most of their newfound freedoms,...
SCG
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Livewire Markets
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Why ESG is where the smart money is heading

The trillions of dollars being spent every year on global sustainability will be one of the biggest factors driving investment returns for the next decade says...
Livewire Exclusive
Livewire Markets
Expert Insights

Here for the stayers, not the players

For a 10-15 portfolio, it pays to be disciplined on the screening process. But how do you know which stocks to include? For Claremont Global, screening those companies...
Livewire Exclusive
Livewire Markets
Expert Insights

Where Credit Suisse is investing in 2022

Wealth manager Credit Suisse has dubbed 2022 the "great transition", as the world begins to see a future beyond COVID-19, and as global growth and inflation continue...
Ally Selby
Livewire Markets
Expert Insights

The small caps bringing top quality for the long haul

Adding exposure to smaller companies in any portfolio brings a certain amount of risk, but as Justin Woerner from Elston Asset Management points out, some additional...
AD8
Livewire Exclusive
Livewire Markets
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Buyers and sellers — and VGI — flock to Japan's leading marketplace

Japan's leading platform for trading used goods, Mercari, has grabbed the attention of the investment team at VGI Partners, who have placed it among their top 10...
Livewire Exclusive
Livewire Markets
Expert Insights

Two household names to delight investors with their earnings streams

It's not earnings that drive share prices but surprises in earnings, says Alphinity Investment Management's Jeff Thomson. "It's that surprise in earnings, where...
Livewire Exclusive
Livewire Markets
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The right way to get investors a long term return they can trust

Environmental, social and governance issues are now well and truly part of the investment mainstream. For BlackRock, a fund manager with about US$9.5 trillion in...
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Livewire Markets
Expert Insights

Building a portfolio one stock at a time

It’s easy to get bogged down in current market dynamics when a lot of energy is expended on predictions, but Bob Desmond, Portfolio Manager of the Claremont Global...
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Livewire Markets
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Three outstanding consumer staple stocks

The contrasting worlds of cryptocurrencies (red-hot and risky) and consumer staples (lagging in the wake of the pandemic) are preoccupations of the Alphinity team at...
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Livewire Markets
Expert Insights

The fastest-growing segment in the ETF space

Inflows into environmental, social and governance investments have exploded over the last few years, and no one has seen this more clearly than the managers at...
Livewire Exclusive
Livewire Markets
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