Expert Insights

An emerging healthcare company with fantastic potential

Volatility is a given in equity markets, it is the price we pay to achieve higher returns over the long term. Finding ‘all-weather’ industries that survive the...
Livewire Exclusive
Livewire Markets
Expert Insights

2 key factors to consider before you buy

Investing in a good quality company that owns their niche globally makes investors want to punch the skies and scream their successes from the rooftop. But for every...
Patrick Poke
A Rich Life
Expert Insights

Is this the Alibaba of Japan?

We’ve all heard of Alibaba and Tencent and we’ve also all heard that we should reconsider investing in China due to regulation fears. So what if we told you that...
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Livewire Markets
Expert Insights

Avoid volatility and keep your yields high

Throughout COVID-19 there was a dearth of dividend payouts, compounded with a low-interest rate environment that has been devastating to those who rely on regular...
Mia Kwok
Mia Kwok
Livewire Markets
Expert Insights

An electrifying decarbonisation play

Decarbonisation is shaping as one of the investment themes of the year, after being a relentless talking point for the majority of the past decade. With fossil fuel...
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Livewire Markets
Expert Insights

Do irrational markets call for desperate measures?

For the last month, markets have been consumed with chatter of a bubble. Are we in one? Is it about to burst? How do you avoid being stung when the bubble eventually...
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Livewire Markets
Expert Insights

When will the music stop?

Around the world there is a speculative mania in unprofitable stocks the likes of which has not been seen for decades. Ned Bell from Bell Asset Management was working...
Patrick Poke
A Rich Life
Expert Insights

A portfolio that will help you sleep at night

While you might be able to rest easy with an investment in this fund, be assured that the managers are not. "Our portfolio is not set and forget," said head of credit...
Mia Kwok
Mia Kwok
Livewire Markets
Expert Insights

Sorting out the "fakers" from the "makers"

The old metrics are out. If you really want to get in on an opportunity you have to look beyond return on capital and cash flows. NovaPort Capital has found a way to...
ABA
BHP
+1
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The trend that will turbocharge emerging markets

Emerging markets are soaring off the back of the COVID-19 recovery, but there are a few consumer trends that are here to stay. So says Alex Duffy, portfolio manager of...
Mia Kwok
Mia Kwok
Livewire Markets
Expert Insights

5 reasons to be bullish on Aussie equities

It's a thought we've all had: Why limit yourself to investing domestically if to do so means missing out on lucrative skyrocketing international stocks (Tesla, say, or...
APT
CSL
+3
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Livewire Markets
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6 ways to find miners with sustainable growth prospects

Finding commodity companies that can outperform in any market environment is difficult. This is especially true in an ageing bull market with ferocious competition for...
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Livewire Markets
Expert Insights

A global powerhouse trading at a discount

If you had to choose only three to five companies to own and you had the entire world to pick from, what would they be? For Sam Ruiz, Portfolio Specialist at T. Rowe...
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Livewire Markets
Expert Insights

Cheap, fast-growing and powerful: the best opportunity in markets

Consumerism is good and strong in emerging markets with plenty of growth left for investors eager to take advantage of the right opportunities. After a rollercoaster...
Mia Kwok
Mia Kwok
Livewire Markets
Expert Insights

Getting ahead of the trend in emerging markets

Emerging markets had a stellar year in 2020, but was this a COVID-19 recovery boost or are long term fundamentals at play? We spoke to Matt Reynolds, investment...
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Livewire Markets
Expert Insights

Two exciting sectors and a top pick in resources

Stellar dividends and resilient share prices seem reason enough, but Janus Henderson digs deeper to find the best performing global stocks, explains portfolio manager...
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Livewire Markets
Expert Insights

Beyond China: What’s driving commodity super cycle 2.0

Dwarfing the previous commodity supercycle, the decarbonisation thematic is driving long-term demand not only for iron ore but also copper, lithium, manganese, cobalt...
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How to follow a safer path to profit

Humans love a good story, and, in the vast majority of situations, that’s not a bad thing. But for investors, getting seduced by a good narrative can be a recipe for...
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Maximising returns in global markets

Value is back in vogue … at least that’s what the headlines are saying. But investors may be surprised to know that, up until Value’s resurgence since 15 Feb 21, the...
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The sectors that will soar when inflation hits

Bitcoin is up. Housing prices are up. Hard commodities are up. And the central banks are on a printing spree. So, is this enough to get investors thinking about...
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Expert Insights

The 4 sectors best positioned to ride the recovery

At the conclusion of 2020, the market witnessed a rotation from growth stocks into value stocks. The reign of growth investing came to a standstill as value investors...
MQG
SYD
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Brace yourself for big yields and big potential

When you consider the Australian commercial property market, low-interest rates, stay-at-home orders and a worldwide pandemic is a recipe for disaster, right? Yet 2020...
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It's not moat size that matters

Conventional wisdom and financial textbooks will stress the importance of valuing a company’s competitive advantage or economic moats. WCM Investment Management has...
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The one stock to watch this reporting season

February is one of the most anticipated months of the year. Not because of Valentines Day, Chinese New Year or even the hot weather. No, February is the month to watch...
BHP
JBH
+2
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Is the recovery already fully priced into Aussie stocks?

With households packed to the rafters with cash, iron ore sitting at record highs, and Aussies - rightly desperate for a holiday - giving domestic travel a red hot go,...
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