Expert Insights

Sell quickly and buy slowly

Outperforming a rising market is no mean feat. It has no costs, reinvests all dividends the moment they’re paid, and is 100% invested at all times. According to Marcus...
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"Stand on your own merit" proves to be a winning investment strategy

Every investment you make has some risk associated, but there's one asset class with returns that are high relative to the risk while delivering a stable source of...
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Livewire Markets
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The thematic behind the next building boom

Across Australia, the built form is facing a resurgence. From developing vacant land to constructing big, shiny office towers, there is a huge market for credit to...
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Livewire Markets
Expert Insights

Is a market crash coming?

Anyone who's been around markets for a while will have heard the adage that "it's not timing the market, but time in the market, implying that market timing is...
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Livewire Markets
Expert Insights

Investing in upside potential

Sustainability means something different for everyone. For investors, you've probably heard the term being thrown around a lot recently as companies begin to...
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Livewire Markets
Expert Insights

What's next for income and property

If 2020 was a wild year for equities, 2021 has been just as exciting for fixed income investors. In February, a sharp rise in bond yields and inflation expectations...
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Livewire Markets
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Hopping on the trend that will change the world

You heard it here first - green is the new black. Every investor, young, old, male or female is beginning to understand that the next big investing theme is...
BHP
FMG
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One great way to play the Value rotation

A near-perfect environment for cyclical stocks will unfold over the next year, says L1 Capital’s co-CIO Mark Landau. Alongside depressed share prices and “roaring...
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A non-consensus view investors should be thinking about

Big business is back and that's a great thing for credit. Partially driven by stimulus, and partly by broader economic confidence, people are willing to spend again...
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How Marcus Padley analyses stocks

PE ratios, return on equity, net debt-to-equity. All these ratios and metrics are popular among investors, many have a favourite. But how much use are they really? Not...
APT
+1
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Releasing the pressure-valve on the investible universe

Inflation has emerged as the word on everyone's lips as economies reopen and stimulus continues to flow. But Jasmin Argyrou, portfolio manager and director at Credit...
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It's time to reconfigure your portfolio allocation

Whispers of inflation are consuming global markets. Is it coming? When can we expect it? How should we account for it? The reality is, inflationary pressures are...
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How L1 is resetting its portfolio after a bumper 12 months

To say that the past year has been a good one for investors in L1 Capital’s Long Short Fund (ASX:LSF) would be an understatement. Investment returns and the share...
+5
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A window of opportunity in growth stocks

We're living the charmed life in markets and we don't even know it. COVID-19 has accelerated the growth and uptake of technology, and companies are reporting record...
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100 "super encouraging" signs of recovery

L1 Capital’s founders tapped the collective wisdom of vaccine companies from around the world in pandemic-proofing their portfolio. CIOs Mark Landau and Raphael Lamm...
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This is the big one: Nick Griffin

Imagine being able to tap into the tailwinds behind Tesla without paying a premium for it. There's an opportunity "as big as the internet" and people haven't caught on...
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The 9-point checklist for finding winning stocks

In a market where an increasing proportion of the winnings are going to a decreasing proportion of companies, it can be difficult to consistently find quality stocks...
AD8
SYD
+1
Ally Selby
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6 adviser-approved managed funds for your portfolio

Trying to find the right managed fund can be tough, tiresome, if ultimately rewarding, work. After all, this land of only 25.4 million people boasts 897 Australian...
+6
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Don’t just sit back and hope – get active!

For many investors investing in fixed income means sitting back and collecting the half-yearly interest payments. But Jason Lindeman, Head of Credit Research at...
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Investing in household names … without the price tag

We’ve all heard of companies like Expedia, TripAdvisor, Live Nation (the owners of TicketMaster) and the Match Group (the parent company of dating apps including...
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How to transform your portfolio

The majority of Australians' portfolios, for better or worse, suffer from a little thing called "concentration risk". In fact, Medallion Financial Group's Michael...
COL
+5
Ally Selby
Livewire Markets
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Shane Oliver: How to be a better investor

In the mid-1990s, Shane Oliver was recently married and in the market for a new house. He was driving around Sydney's northern beaches in the middle of winter...
Mia Kwok
Mia Kwok
Livewire Markets
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Lessons from 30 years in credit markets

Jason Lindeman, head of credit research at Coolabah Capital Investments, has seen some unusual things in his three decades managing credit. From Argentinian gaming...
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A new era in financial markets

After one of the longest periods of underperformance in history, governments and central banks' response to the COVID-19 crisis may well have ushered in a new era for...
+1
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An emerging powerhouse in the healthcare sector

Over the past decade, healthcare has been a strong performer in markets. Stocks like Livewire readers' nominated favourite, CSL, have outperformed expectations. But...
RMD
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