Expert Insights

Why this stock could be a 10-bagger

When Tesla was in the doldrums and much of the market threw in the towel on the company, Tasha Keeney of ARK Invest bet against the crowd and made the electric car...
Livewire Exclusive
Livewire Markets
Expert Insights

Why oil prices this low are unsustainable

When Simon Mawhinney of Allan Gray looks at the energy landscape today, he’s reminded of where the gold market was in 2013 before that sector’s dream run. Prices were...
OSH
Livewire Exclusive
Livewire Markets
Expert Insights

The emerging bull market

There are big changes happening at the US Federal Reserve that few investors appreciate the importance of. Currently, the Fed targets inflation of 2%, but there are...
Livewire Exclusive
Livewire Markets
Expert Insights

Secrets to successful investing

One of Hari Balkrishna’s secrets to successful investing is the willingness to pay a reasonable premium for top notch businesses. The T. Rowe Price Associate Portfolio...
Livewire Exclusive
Livewire Markets
Expert Insights
Sponsored

Underpriced and under-appreciated

It is estimated that 30 gigawatts of renewable energy will come onto the market in Australia over the next decade. Cameron Brownjohn, CEO of Federation Asset...
Livewire Exclusive
Livewire Markets
Expert Insights

‘Completely nuts’: CSL’s disconnect with reality

Since the start of 2020, the S&P/ASX 200 has lost a quarter of its value; while the Financials and Energy sub-sectors have fared even worse with declines of 30% and...
CSL
Livewire Exclusive
Livewire Markets
Expert Insights

Entry points emerge in beaten up sectors

It’s often said that good investing is a matter of waiting to see the opportunity, acting decisively when the time comes and then being brave enough to hold your nerve...
ORG
OSH
WOR
+1
Livewire Exclusive
Livewire Markets
Expert Insights

Why drones are set to take off

Lower battery costs and autonomous technology should power aerial drones into a $455 billion market within 10 years, according to Tasha Keeney of ARK Invest. While...
Livewire Exclusive
Livewire Markets
Expert Insights

Have financials banked in the bad news?

It feels like investors are throwing in the towel on Australian bank shares. With the S&P/ASX 200 Financials Index deep in a bear market after years of...
+1
Livewire Exclusive
Livewire Markets
Expert Insights

The stock I’m most excited about

After the rise of mechanisation, comes the rise of industrial automation, the use of computers, robots and AI to increase productivity in manufacturing. Citing the...
Livewire Exclusive
Livewire Markets
Expert Insights

The biggest money-making opportunities globally

What if you could buy a company with world leading driverless car technology, a partnership with Uber to provide ride sharing services, and a 65% market share in...
Livewire Exclusive
Livewire Markets
Expert Insights

2 key considerations of a great stock

For Magellan's Vihari Ross, investing in a stock is akin to finding an incredible athlete and placing them into an elite sports team. A tremendous amount of research...
Livewire Exclusive
Livewire Markets
Expert Insights

The single biggest mistake you could make right now

In our 2020 Outlook Series, Simon Mawhinney of Allan Gray called it correctly with this idiom: “It’s the bus you don’t see that hits you”. While this is an apt...
Livewire Exclusive
Livewire Markets
Expert Insights

Riding towards a $14 trillion market

Autonomous ride-hailing technology has captured the public’s imagination and will present both a paradigm shift in consumers’ everyday lives and a boon for savvy...
Livewire Exclusive
Livewire Markets
Expert Insights

Disruptive stocks from the east and west

In his previous video, Hari Balkrishna of T. Rowe Price discussed the importance of assessing whether companies they’re investing in are disruptors or prone to being...
Livewire Exclusive
Livewire Markets
Expert Insights

Should you bet against Warren Buffett?

In 2008, Warren Buffett famously placed a million-dollar bet that hedge funds would underperform the S&P 500 Index over 10 years. Of course, he won the bet, but does...
Livewire Exclusive
Livewire Markets
Expert Insights
Sponsored

An immediate opportunity to invest in tomorrow’s leaders

Federation is a private equity fund that invests in growing businesses that meet a social and economic need in areas like renewables, childcare and health. The core of...
Livewire Exclusive
Livewire Markets
Expert Insights

Think twice about who you chase for yield

One of the biggest concerns for Ronald Temple of Lazard Asset Management is that in the desperation to boost yield, investors may be taking risks that they do not...
Livewire Exclusive
Livewire Markets
Expert Insights

Never let a good crisis go to waste

There is an old saying that you should “never let a good crisis go to waste”, the idea being that every crisis also brings the opportunity for a creative response. ...
Livewire Exclusive
Livewire Markets
Expert Insights

Where to find truly uncorrelated returns

For several decades now, the correlation between asset prices has generally been increasing. Whether this is caused by globalisation and the free transfer of...
Livewire Exclusive
Livewire Markets
Expert Insights

The most important theme in emerging markets today

Low rates have received plenty of attention in developed markets as they’ve driven asset prices higher and bond yields lower. But it’s not just developed markets that...
Livewire Exclusive
Livewire Markets
Expert Insights

A stock story that has a ring to it

During the GFC, most retailers were forced to deeply discount their products in order to try and survive. Louis Vuitton Moet Hennessey (LVMH), the world’s largest...
Livewire Exclusive
Livewire Markets
Expert Insights

The real battle is between disruptor and disrupted

Forget value versus growth. For Hari Balkrishna of T. Rowe Price, the most important lens individuals need to apply is whether the businesses they’re investing in are...
Livewire Exclusive
Livewire Markets
Expert Insights

What looks good and what doesn’t in fixed income

With interest rates at record lows and investment-grade credit barely offering returns above the cash rate, where are the pockets of value in fixed income? Michael...
Livewire Exclusive
Livewire Markets
Expert Insights

Your property is worth $0: Welcome to climate change

Say you own a $5 million waterfront home in a prime spot of a booming city. Life’s pretty good right - what could possibly impact the value of your house to any...
Livewire Exclusive
Livewire Markets
451-475 of 900