Expert Insights

Separating traders from investors

The investment world over the past several decades has increasingly suffered from a myopic investment strategy. Some research suggests that investment funds in the UK...
Livewire Exclusive
Livewire Markets
Expert Insights

Market trends to watch as we approach 2020

High valuations currently persist in both equities and bond markets, with the latter indicating that a recession is imminent and the former suggesting that the bulls...
Livewire Exclusive
Livewire Markets
Expert Insights

3 dangerous mistakes made by defensive investors

With no apparent end in sight for low interest rates, and post-retirement lifespans ever-increasing, equities are an important part of the asset mix for people in and...
Livewire Exclusive
Livewire Markets
Expert Insights
Sponsored

The secret to bucking the trend

Research from GMO recently noted that value stocks have underperformed the market in 9 of the last 12 years, and by an average of 2.0% per year. This trend has...
Livewire Exclusive
Livewire Markets
Expert Insights

Reduce the emotion … to reduce the risk

All investors are bound to struggle with emotion, as did Olivia Engel, CIO – Active Quantitative Equity at State Street Global Advisors, at the start of her investing...
Livewire Exclusive
Livewire Markets
Expert Insights
Sponsored

One man’s trash is another man’s treasure

Investors face the double challenge today of an expensive market and an economy facing growing headwinds. One workaround for finding opportunities in this environment...
Livewire Exclusive
Livewire Markets
Expert Insights

Some big risks for Australia to consider

Often the best perspective is gained from an outside view, so to get an objective view of Australia’s markets and economy, we took the chance to ask Daniel Farley,...
Livewire Exclusive
Livewire Markets
Expert Insights

Always be prepared for a market correction

All investors face two main challenges as they approach the end of the accumulation phase of their lives – they have more capital at risk and their investment horizon...
Livewire Exclusive
Livewire Markets
Expert Insights

Investing in the 6th Industrial Revolution

The concept of "impact investing" may be nothing new but it has become a popular way of thinking about markets over the past few years, as investors seek to not only...
Livewire Exclusive
Livewire Markets
Expert Insights

Looking outside the box for defensive equities

The big four banks, Telstra, and AREITs have traditionally formed the backbone of a defensive equities portfolio, but Aaron Binsted, Portfolio Manager at Lazard Asset...
+2
Livewire Exclusive
Livewire Markets
Expert Insights
Sponsored

High conviction value investing in practice

Legendary investor Peter Lynch coined the term ‘Diworsification’ - making your risk-return profile worse through diversification - and famously ran a concentrated...
MTS
Livewire Exclusive
Livewire Markets
Expert Insights

Why this US health insurance stock is being mispriced

There is a US healthcare stock that has consistently delivered in terms of growth, but has been largely unappreciated by the market. Despite producing large amounts of...
Livewire Exclusive
Livewire Markets
Expert Insights
Sponsored

Paradigm: Deep value in a small-cap biotech?

You rarely hear value investors espousing small-cap biotech stocks, given their typically binary outcomes make the risk profile totally unsuitable. However, what we...
Livewire Exclusive
Livewire Markets
Expert Insights

How to make the most of your investment "bandwidth"

Amid rising market volatility and increasing global uncertainty it makes sense for investors to prepare themselves to take a more active approach, which is one of the...
Livewire Exclusive
Livewire Markets
Expert Insights

Is it time to buy the banks?

Five years of price consolidation, a possible bottoming of the housing market, and the unexpected return of the coalition government have mitigated some of the key...
+1
Livewire Exclusive
Livewire Markets
Expert Insights

Global tech stocks are just too expensive

There are some wonderfully innovative and disruptive companies in the tech sector, but investors should always be aware that hype and momentum can drive company...
Livewire Exclusive
Livewire Markets
Expert Insights

How to find recession-proof assets

Fixed-income investors currently find themselves in a low-yield world and it looks like this will be the case for some time. Given this environment, it will be...
Livewire Exclusive
Livewire Markets
Expert Insights

What you need to know about private equity investing

The ultimate aim of investing in private equity markets is to generate a return higher than what you would receive by investing in public markets. But while the...
Livewire Exclusive
Livewire Markets
Expert Insights

How to construct a portfolio using 3 segments

Fund managers all have their own individual processes when it comes to selecting investments. Some will be bottom up, others top down. Jordan Cvetanovski, Portfolio...
Livewire Exclusive
Livewire Markets
Expert Insights

Beware the Fed's starting pistol

The world has witnessed ultra-easy conventional and unconventional monetary policy since the GFC, but three years ago it reached a point where that policy gradually...
Livewire Exclusive
Livewire Markets
Expert Insights

The intangible drivers of property prices

There has been an exhaustive amount of analysis and opinion directed at the key drivers behind property prices in Australia. Livewire recently asked Tim Johansen,...
Livewire Exclusive
Livewire Markets
Expert Insights

Learning from your mistakes

Going against human instinct and taking a contrarian approach to investing is not for everyone. It takes practice, and commitment in your convictions as well as...
Livewire Exclusive
Livewire Markets
Expert Insights
Sponsored

What keeps Phil King up at night?

Philip King, CIO at Regal, is one of Australia’s most experienced investors and we recently took the chance to hit him with three simple questions about investing....
Livewire Exclusive
Livewire Markets
Expert Insights

Common causes of stock mispricings

If the definition of crazy is doing the same thing repeatedly and expecting different results, then Mr Market is undoubtedly crazy. Simon Shields, Principal at Monash...
CCL
+1
Livewire Exclusive
Livewire Markets
Expert Insights

The Fed hath spoken: no recession on the horizon

The message from former US Federal Reserve Governor Janet Yellen and two current Fed Presidents was clear at the recent Credit Suisse Asian Investment Conference – a...
Livewire Exclusive
Livewire Markets
576-600 of 900