Expert Insights

Australian equities are still the place for income

Income investors have been hit hard by 2020. Bonds are sitting at ~1%, yields are low, and dividends have been slashed. But according to Michael Maughan, Portfolio...
Livewire Exclusive
Livewire Markets
Expert Insights

A five-step process for finding quality stocks

It’s widely accepted that if you’re after a premium offering, you’ll need to pay top dollar. This doesn’t deter Michelle Lopez and the team at Aberdeen Standard...
Livewire Exclusive
Livewire Markets
Expert Insights

Businesses where size is a built-in edge

Being the largest player on the field is not an advantage in every sport, but if you’re 7 ft on a basketball court you have a built-in edge. Likewise, there are many...
Livewire Exclusive
Livewire Markets
Expert Insights

Are banks still a good place for income?

The COVID-19 crisis has seen banks slash dividends, two of Australia’s big banks deferring dividends indefinitely. There is looming uncertainty as to whether banks...
+1
Livewire Exclusive
Livewire Markets
Expert Insights

The single most important concept in markets today

In the wake of the Global Financial Crisis, the world shifted away from the Yellow Pages. Now, they’re merely used as seat boosters. Joe Magyer, CIO at Lakehouse...
Livewire Exclusive
Livewire Markets
Expert Insights

Are you brave, or are you foolish?

We asked Michelle Lopez, Head of Australian Equities at Aberdeen Standard Investments, if she was bullish or bearish on the outlook for markets. “It's a very brave...
Livewire Exclusive
Livewire Markets
Expert Insights

Why quality trumps price

In his previous video, high conviction fundie Stephen Arnold of Aoris Investment Management shared insights around his simplicity-led investment process and why he...
Livewire Exclusive
Livewire Markets
Expert Insights

The most exciting company this reporting season

Some would label it Australia’s biggest disappointment. After being slammed by the NBN rollout, Telstra now faces its next biggest challenge - 5G. So, is now the time...
TLS
Livewire Exclusive
Livewire Markets
Expert Insights

Joe Magyer's ingredients for outperformance

The one question all investors want to know the answer to – what shape will the recovery look like? For Lakehouse Capital’s Chief Investment Officer Joe Magyer, that...
Livewire Exclusive
Livewire Markets
Expert Insights

“Focus like a laser, not a flashlight”: the sectors Aoris avoid

For Stephen Arnold, Chief Investment Officer of Aoris Investment Management the best way to protect capital is to own ‘all weather’ stocks. These are those rare...
Livewire Exclusive
Livewire Markets
Expert Insights

Investing in tech without the nosebleed valuations

Vince Pezzullo, Deputy Head of Equities at Perpetual, explains that companies need to clear four hurdles before being considered for investment. The criteria are a...
AUB
COL
+3
Livewire Exclusive
Livewire Markets
Expert Insights

How does SME financing work and where does it sit in your portfolio?

In our last two videos Brett Craig of Aura Group covered off the significant funding gap and opportunity in the SME market, and how the sector is adapting to a...
Livewire Exclusive
Livewire Markets
Expert Insights

Small businesses and tech-savvy lenders rising up in tough times

Previously Brett Craig of Aura Group outlined the opportunity to generate attractive income in the alternative asset class of SME debt capital. Of course, in strained...
Livewire Exclusive
Livewire Markets
Expert Insights

Daily liquidity and the illusion of security

There is a perception among investors that it isn’t possible to earn an attractive yield with capital protection while official interest rates are at record lows. Bob ...
Livewire Exclusive
Livewire Markets
Expert Insights

A quick and easy guide to this emerging income asset class

Investors who have taken a balanced approach to income investing face a bittersweet outlook. On the one hand, the key Australian fixed interest benchmark is up 3.21%...
Livewire Exclusive
Livewire Markets
Expert Insights

4 key data points to monitor

In previous interviews Andrew McAuley, Managing Director at Credit Suisse Private Banking Australia, shared some of the positive developments that support his thesis...
Livewire Exclusive
Livewire Markets
Expert Insights

Taking advantage of distressed sellers to enhance yield

There has been a rush to offer investors daily liquidity in asset classes, such as private debt, that simply aren't liquid. Bob Sahota from Revolution Asset...
Livewire Exclusive
Livewire Markets
Expert Insights

Value in the market as the recovery phase beckons

Andrew McAuley, Managing Director at Credit Suisse Private Banking Australia, breaks the market cycle down into four phases. Phase 1 is all about panic selling, phase...
RMD
Livewire Exclusive
Livewire Markets
Expert Insights

ASX offers better value as recovery looms

Andrew McAuley, Managing Director at Credit Suisse Private Banking Australia, breaks the market cycle down into four phases. Phase 1 is all about panic selling, phase...
BHP
FMG
RIO
+1
Livewire Exclusive
Livewire Markets
Expert Insights

Why is the market rallying?

Investors are divided in two major camps over the Australian equity market’s impressive 30% comeback since the 23 March lows. The bulls reckon the worst is over as...
Livewire Exclusive
Livewire Markets
Expert Insights

One thematic with three tailwinds

For every successful tech stock, there are dozens of others in its supply chain, including at least one semiconductor company. And just like the old strategy of...
Livewire Exclusive
Livewire Markets
Expert Insights

The 3D printing boom is coming

In the last two videos Tasha Keeney, US-based analyst for thematic fundie ARK Invest, has shared fascinating insights on how Star Trek-like technologies like...
Livewire Exclusive
Livewire Markets
Expert Insights

The winners and losers from climate change

A hotter planet means scarcer water, more heatwaves, and land degradation, just for a start. The science is clear, says Andrew McAuley, Chief Investment Officer at...
Livewire Exclusive
Livewire Markets
Expert Insights
Sponsored

A growth company that passed Federation’s fierce filters

Cameron Brownjohn, CEO of private equity firm Federation Asset Management, describes their three step selection criteria for investments as ‘fierce’. In their first...
Livewire Exclusive
Livewire Markets
Expert Insights

The best performing stock market on Earth

Australia has been the best performing equities market globally over the last 120 years, according to the latest edition of the Credit Suisse Global Investment Returns...
Livewire Exclusive
Livewire Markets
426-450 of 900