Expert Insights

Tech, emerging markets and alternatives to outperform

Credit Suisse believes global growth will be a sluggish 2.5% in 2020 with a mild recovery in industrial production. A de-escalation of the trade war should lead to a...
Livewire Exclusive
Livewire Markets
Expert Insights

What you can learn from this Monster investment thesis

You’d think that one of best performing major companies in the US this century would be a tech stock. Interestingly, it’s energy drinks maker Monster Beverages, which...
Livewire Exclusive
Livewire Markets
Expert Insights

An income investor’s top growth stocks

If you were to guess what’s in the portfolio of income specialist, Plato Investment Management, you probably wouldn’t have put growth juggernaut, CSL, on your list....
CSL
RMD
Livewire Exclusive
Livewire Markets
Expert Insights

More to financials than just the big 4

It’s unusual to see a more than 30% allocation to financials with virtually no big banks in the mix. We had a chance to ask David Poppenbeek from K2 to run through his...
+1
Livewire Exclusive
Livewire Markets
Expert Insights

2 red flags growth investors should watch

While growth investors are used to paying for stocks trading at premium valuations, there comes a point when even the most rapidly growing business may not be a...
Livewire Exclusive
Livewire Markets
Expert Insights

Western financial engineering could lead to Japan-style bust

Donald Amstad of Aberdeen Standard Investments proclaimed the developed world is on the brink of “financial, economic, social and political crisis” on Livewire in...
Livewire Exclusive
Livewire Markets
Expert Insights

3 golden tailwinds for the silver doughnut

Macquarie has defied the sceptics in recent years and outperformed the financials index by another 14% over the last 12 months. One fundie that has been calling it...
MQG
Livewire Exclusive
Livewire Markets
Expert Insights

Dividend traps hidden in plain sight

As a leading equity income specialist, we asked Plato’s Peter Gardner if the big four banks and Telstra could be dividend traps, and if they still deserved a spot in...
AMP
+3
Livewire Exclusive
Livewire Markets
Expert Insights

A compelling IPO the market hasn’t spotted for now

New listings have had a bad rap this year with some high-profile stumbles. But do a few bad headlines represent the entire market? Running the numbers across all IPOs...
JBH
PWG
Livewire Exclusive
Livewire Markets
Expert Insights

Australian technology: a minefield with some diamonds

If you’re contemplating investing in the Australian technology space, be warned that not all businesses in the sector are made equal. “I think there are some really...
ALU
APT
Livewire Exclusive
Livewire Markets
Expert Insights

Holding cyclical stocks through the best bit of the cycle

Last year, BHP and Rio both paid a gross yield of more than 13%, a figure that jumps to more than 20% once you include buybacks. Peter Gardner from Plato Investment...
BHP
RIO
Livewire Exclusive
Livewire Markets
Expert Insights

2 blue chips to ride a value renaissance

Value stocks have shown signs of life in the last three months, but it will take time for the market to be convinced that this is a turning point. When we met with...
BHP
RIO
Livewire Exclusive
Livewire Markets
Expert Insights

Why contrarians ‘zig’ when you ‘zag’

It’s ingrained in human DNA to back the winners. Winners present the safer bet and offer investors safety and security. Contrarian investors do the opposite. When they...
Livewire Exclusive
Livewire Markets
Expert Insights

Increase your income, not your risk

It’s not hard to find investments ‘advertising’ income above the miserly returns on standard income-oriented investments. While the temptation is to replace falling...
Livewire Exclusive
Livewire Markets
Expert Insights

Two rarely discussed but critical investment decisions

So, you’ve done your research, spent hours conducting due diligence and you are confident that you’ve uncovered a great stock. Time to invest, right? Not so fast....
Livewire Exclusive
Livewire Markets
Expert Insights

China’s ‘Nasdaq’ highlights innovation opportunities

China has implemented a number of initiatives in its quest to open up its capital markets, including the Nasdaq-style STAR board that plays host to science and tech...
Livewire Exclusive
Livewire Markets
Expert Insights

Why this infrastructure stock could be ready for take-off

In times of volatility, such as we’re in now, many investors turn to infrastructure stocks for their defensive qualities and regular income stream. But not all...
SYD
Livewire Exclusive
Livewire Markets
Expert Insights

Growth rarely comes for free

Against a backdrop of the WAAAX stocks, and growth stocks more generally, misfiring in recent months, we sat down with Sudhir Kissun at Allan Gray to ask how investors...
IPL
NUF
Livewire Exclusive
Livewire Markets
Expert Insights

What every investor should know about hybrids

Hybrids are just a single component of the much broader fixed income universe, which itself is bigger than the entire global equities market. And while hybrids can...
Livewire Exclusive
Livewire Markets
Expert Insights

Two themes for cyclical returns

Retailers, media, resources and mining services are just a few examples of the vast array of cyclical investment opportunities on the ASX. Gary Rollo, Portfolio...
Livewire Exclusive
Livewire Markets
Expert Insights

Equity income? Don’t forget China

Domestic Chinese investors receive very little on their bank deposits – just like the rest of the world – but remain wary of equities as a way of increasing their...
Livewire Exclusive
Livewire Markets
Expert Insights

Go global or go home

It’s no secret Australians tend to stay local when investing. And, compared to our offshore counterparts, our investment portfolios are significantly underexposed to...
Livewire Exclusive
Livewire Markets
Expert Insights

Are renewables infrastructure’s black gold?

In some parts of the world, renewables are cheaper than fossil fuels and this trend is one to watch if you’re interested in investing in infrastructure. When we sat...
Livewire Exclusive
Livewire Markets
Expert Insights

The most contrarian sector in the market

Part of the Allan Gray investment philosophy is, in their own words, to “resist trends and uncover opportunities in areas where nobody else is looking, which puts us...
Livewire Exclusive
Livewire Markets
Expert Insights

Australia vs USA: Where are the best income opportunities?

When looking at Australian and US investment-grade credit, they both offer similar risk premia, but when drilling down into each market, investors will discover stark...
Livewire Exclusive
Livewire Markets
501-525 of 900