Expert Insights

Investing in ASX for the blockchain

The ASX will make history in 2020 when it activates the first industrial scale blockchain in financial services. In this short video, Catherine Wood, CEO and CIO of...
Livewire Exclusive
Livewire Markets
Expert Insights

The market’s most disruptive innovations

Amazon is set to potentially become the first ‘trillion dollar company’. Catherine Wood, CEO and CIO at New York-based ARK Investment Management (ARK), discusses how...
Livewire Exclusive
Livewire Markets
Expert Insights

Why high yield bonds is one asset class to consider for the next correction

High yield bonds can offer a similar return profile to equities, but with 40% less risk. In this short video, Vivek Bommi, Senior Portfolio Manager at Neuberger Berman...
Livewire Exclusive
Livewire Markets
Expert Insights

The art and science of concentrated investing

With ten stocks comprising up to 75% of the portfolio, Adrian Warner from Avenir Capital is well versed in concentrated investing. He outlines his strategy here, using...
Livewire Exclusive
Livewire Markets
Expert Insights
Sponsored

The high yield bond market is bigger than the ASX

Comprising 2,000 companies that include household names like Hertz, Netflix and KFC, the high-yield bond market at US$2.1 trillion is now bigger than the ASX. Vivek...
Livewire Exclusive
Livewire Markets
Expert Insights

Is there still room to run for lithium stocks?

There have been some truly life-changing returns in the lithium sector over the few years. Over the last two years, stocks like Kidman Resources (+2136%) and Tawana...
Livewire Exclusive
Livewire Markets
Expert Insights

What makes a stock double?

Finding the next a2 Milk is no easy task; there’s no sure-fire way of identifying which stock will go up 500%+. However, each year there are a number of small caps...
Livewire Exclusive
Livewire Markets
Expert Insights

Mortgage rates heading higher?

In this short interview, Charlie Jamieson from Jamieson Coote Bonds discusses his outlook for Australian mortgage rates, and explains the impact that the Fed is having...
Livewire Exclusive
Livewire Markets
Expert Insights

A lower risk way to invest in Asia

Contrary to what one may assume, Asian listed property trusts have a strong governance framework that essentially makes them passive ‘rent collection’ vehicles for...
Livewire Exclusive
Livewire Markets
Expert Insights

A warning siren from the credit market

The credit market sounded the warning siren well ahead of the GFC: credit spreads blew out in July 2007, before equity markets peaked in November 2007. In this short...
Livewire Exclusive
Livewire Markets
Expert Insights

One opportunity that’s not priced in

Finding under-researched opportunities on the ASX is tough these days, but with enough digging, there are still some gems to be found. Todd Guyot, Portfolio Manager at...
Livewire Exclusive
Livewire Markets
Expert Insights

One company that ticked all the boxes

Investing in global stocks requires a global perspective, says Garry Laurence, Portfolio Manager at Perpetual. That means getting your feet on the ground and doing...
Livewire Exclusive
Livewire Markets
Expert Insights

You don’t need a catalyst for a crash

In any discussion of the Australian housing market, it’s impossible to avoid discussion of a catalyst. “We see no immediate catalysts for a crash,” has become the cry...
Livewire Exclusive
Livewire Markets
Expert Insights

Better than Westfield

It may surprise you, but the assets within Asia’s listed property trust are as good, if not higher, quality than those found within Australian REITS, says Corrine Ng...
Livewire Exclusive
Livewire Markets
Expert Insights

The elephant in the room investors have overlooked

Macquarie Infrastructure fell 41% in a single session in February, a direct result of the elephant in the room investors have overlooked, as outlined here by Charlie...
Livewire Exclusive
Livewire Markets
Expert Insights

Emerging markets hitting the sweet spot

Emerging markets have begun to recover following several years of flat returns following the GFC. Rohit Chopra, Portfolio Manager for the Lazard Emerging Markets...
Livewire Exclusive
Livewire Markets
Expert Insights

Investing ahead of the curve

While ‘technology’ was once a distinct industry, today there is technology in every business and every sector globally. Being a successful investor in this environment...
Livewire Exclusive
Livewire Markets
Expert Insights

The fastest growing opportunity in real estate

The Asian listed property trust sector can’t be ignored. From inception in 2001, it is a sector worth around $260 billion today. With growth now twice that of the US...
Livewire Exclusive
Livewire Markets
Expert Insights

Australia's $20 billion question

There is approximately $20 billion of market capitalisation on the ASX with exposure to the demands of the Chinese consumer. John Lake from Paradice Investment...
Livewire Exclusive
Livewire Markets
Expert Insights

Why we’re excited about Woodside

Dr Philipp Hofflin, Portfolio Manager at the Lazard Asset Management Australian Equities Team, is excited about Woodside’s recent acquisition of an increased share of...
Livewire Exclusive
Livewire Markets
Expert Insights

Hunting for value in global tech

Valuations have been marching steadily higher in the technology sector over the past few years. Companies like Amazon and Netflix are now trading on triple-digit PE...
Livewire Exclusive
Livewire Markets
Expert Insights

Investing where we find the biggest mispricings

In emerging markets, there’s a small group of Chinese technology businesses that get all the attention. These firms make up a large part of the emerging markets index...
Livewire Exclusive
Livewire Markets
Expert Insights

Making sense of a high PE

Software companies often attract a very high valuation, at least at face value. Drilling down deeper into the economics of these business reveals the real value of...
Livewire Exclusive
Livewire Markets
Expert Insights

3 things to know when investing in microcaps

With strong returns over the past 12 months, it’s easy to be drawn toward microcaps with the potential of overlooking the risks. Mason Willoughby-Thomas, Portfolio...
Livewire Exclusive
Livewire Markets
Expert Insights

The key to being a successful investor

There’s never a dull moment as an emerging markets investor, says Rohit Chopra, Portfolio Manager at the Lazard Asset Management Emerging Markets Equity Fund. Being...
Livewire Exclusive
Livewire Markets
726-750 of 900