Expert Insights

Where to invest if inflation takes off

Given all the bad press it’s copped recently, it might be surprising to learn that inflation isn’t something all investors must fear. Particularly if you hold equities...
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Emerging market growth without the regulatory headache

Rising levels of education, entrepreneurship and wealth in Asia’s female population has fueled demand for luxury goods such as watches and jewellery. In the following...
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Forget the fads – the keys to high conviction investing

The big investment themes of ‘best value’ or ‘high growth’ can overshadow the immediate point of concentrated investing - to make gains over time. Bob Desmond,...
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The one thing that could cause market Armageddon

Say what you will about the film, but I thoroughly enjoyed 1998-smash Armageddon. For those who haven't seen it, NASA agents discover a large asteroid is set to hit...
Ally Selby
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The one thing that could stop the house price party

Everyone loves a house party until the punch bowl is taken away and the lights are turned on. In this video, Lucerne Investment Partners' Michael Houghton explains why...
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A dominant healthcare player with multiple growth avenues

Explosive growth in Asia’s middle-class is a structural trend offering compelling investment ideas. Shannon McConaghy, of VGI Partners, says over 1.5 billion people...
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The battle of the big caps

Australia's large caps, energised by cheap debt and ultra-accommodative fiscal policies, stormed through the pandemic and beyond. The S&P/ASX 200 hit an all-time high...
AMC
ANN
+24
Ally Selby
Livewire Markets
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Just how pricey are Aussie tech stocks?

The short answer is “very”. In the following interview, Dr Philipp Hofflin from Lazard Asset Management points to a tech wreck to demonstrate why a pullback in Aussie...
ALU
APT
APX
+2
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VGI finds fertile ground in Asia's structural growth story

As Asia looks to add 1.5 billion people to its middle class over the next decade, there is an incredible opportunity for that group to influence which brands offer the...
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There's more to investing than equities, bonds, and property

There's a world of investments outside the traditional categories of equities, bonds and property, says Lucerne Investment Partners' Michael Houghton. An example of a...
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The coming tide will test investors

A classic Buffett-ism is "Only when the tide goes out do you discover who's been swimming naked". And with inflation well and truly present in global economies, Lazard...
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If you're sick of low-interest rates, this is for you

SMSFs, mum and dad investors, and retirees: If you're sick of low interest rates, gather around.  "Your term deposits - the rate of return on those investments - has...
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Lazard's Warryn Robertson shares his checklist for uncovering true value

It doesn't take a genius to see that a market darling's valuations are stretching to the skies; resisting FOMO is another matter. In this wire we find  out the six...
Mia Kwok
Mia Kwok
Livewire Markets
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Where to look for income when bonds are expensive

There are decades of Australian banking failures from which investment managers can learn strict prudential discipline. And yet, many only draw from their own...
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What is the "special sauce" in a founder-led business?

Founder-led businesses have received a lot of attention lately, with research from Credit Suisse revealing they have generated an alpha of around 3.7% compared to...
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Breaking ground: Joseph Lai's first portfolio additions

Setting up a new fund is a time of joy and nervous anticipation. There's deciding on a new name, hiring talented investors and putting your own capital into the fund,...
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Want to buy an airport? Here’s how…

Hard-bitten infrastructure investor Jonathan van Rooyen, co-founder of unlisted infrastructure fund manager Invest Unlisted, kicked off a recent interview with a...
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Investors are missing a trick in equity markets

Global equities are being tested on both sides of the equation. On one side, you have low-interest rates while on the other side, you have the risk of inflation. But...
Mia Kwok
Mia Kwok
Livewire Markets
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Finding X-factor stocks that trade cheaply

In a recent investor presentation, Michael Goldberg quoted Howard Marks that the main risks one has to balance in investing are losing money and missing opportunity....
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An eye for intrinsic value lends itself to finding takeover targets

You wouldn't be blamed for thinking the team at the Collins Street Value Fund were takeover punters - some of their largest performance contributors have come as a...
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Surfing the wave of fintech innovation

Unless you're bartering furs to sustain yourself in some wild corner of the world, you are afloat in the massive technological disruption sweeping the financial...
APT
XRO
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Jonathan Van Rooyen: We price on fundamentals, not emotion

Think about some of Australia’s most prominent buildings, bridges, tunnels and railways. Now tell me how many of them have an ASX ticker. Not many, as Invest...
SYD
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Rich pickings for L1 as M&A supercycle fires up

L1 Capital’s new Catalyst Fund is unique in several ways, not least that the concentrated portfolio holds just 10 stocks. To find out the three key "gates" each stock...
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How to find global small-cap winners

There are few absolutes for investors. A company can possess bucketloads of customer goodwill, dominate in a high-entry barrier industry, have top-notch management and...
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The thesis behind L1's new 10-stock portfolio

When it comes to equity market investing, L1 Capital Founders Mark Landau and Raphael Lamm have many bases covered. L1's suite of strategies ranges from their flagship...
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