Expert Insights

A paradigm shift for global markets

In recent years, markets have reacted positively to signs of inflation. Inflation has been indicative of improving conditions in the economy, and central banks have...
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Expert Insights

Beware: Confronting the perils of leverage

For professional investors, mistakes are not a rare occurrence. Common wisdom holds that if you get six out of 10 correct, you’re doing pretty well. The key is...
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The one Australian stock that makes our grade

An incredible 28 billion litres of spirits are consumed around the world each year. Of this, a mere 22% is produced by recognised distillers; the vast majority is made...
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How to pick a cracking small cap

With around 8,000 small caps to choose from around the globe, narrowing down that universe is a key part of successfully investing in this area. Edward Rosenfeld,...
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Finding the ‘blood in the streets’

Baron Rothschild famously told investors to ‘buy when there’s blood in the streets’, but buying opportunities like the GFC don’t come around often. How can investors...
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An investor's guide to artificial intelligence (AI)

At Livewire’s 2017 investor forum, artificial intelligence (AI) was pegged as the #1 theme that investors need to be aware of. We're already seeing the impacts in our...
BHP
+2
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Australia’s banks still priced for perfection

Markets have ‘baked in’ expectations that interest rates and inflation will stay low for a long time, but Simon Mawhinney, Chief Investment Officer at Allan Gray,...
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The best and worst places for value

Investing in safe companies like consumer staples or healthcare might feel good and help you sleep better, but you’re unlikely to earn outsized returns, says Nick...
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Mispricings are rife in this Australian market

Believers in the efficient market theory would tell you that it’s impossible to find mispricing opportunities in a liquid market, but in the opaque world of Australian...
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Betting against the crowd on oil

Electric vehicles displacing the requirement for oil is a popular market narrative, but Simon Mawhinney, Chief Investment Officer at Allan Gray, says this misses half...
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Joye: Royal commission creates opportunities

After months of speculation, the Federal Government announced a royal commission into Australia’s banks last week. So, what does this mean for bank investors?...
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Myth Busting: Global shares can’t deliver attractive income

We often hear the benefits of investing offshore, however, accessing attractive dividends is rarely given as one of them. Analysis from the team at Plato Investment...
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When Amazon becomes a tailwind

Being a disruptor, and not the disrupted, can mean Amazon becoming a powerful tailwind rather than a headwind. One such disruptor, a global delivery logistics company,...
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Separating the value from the story

Currently, the market’s ‘story’ for the global banks is not a positive one. Increasing regulation, the threat of fines and lawsuits, and a general investor-apathy have...
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The biggest turnaround story in Australia

BHP has been an underperformer for over a decade now. Troy Angus, Head of Large Caps at Paradice Investment Management, says this has largely been due to “hideously...
BHP
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Some good news for dividend investors

With the challenges facing leading dividend payers like CBA and Telstra, investors would be forgiven for being downbeat on the outlook for dividends. Telstra’s...
TLS
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The best kept secret in Paradice

For many investors Paradice Investment Management is synonymous with high-performing small cap funds. What most wouldn’t know is that Paradice is also home to an...
BHP
RIO
STO
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Using bad headlines to make great investments

At face value, the positions in the Schroders Global Recovery Fund may look very different, but they all have a similar thread, and that’s that people are scared. Nick...
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Our biggest lesson from the GFC

No one wants to catch a falling knife, but once it jabs the floor there’s money to be made. For an early heads-up on when to strike, one way is to track the rate of...
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The problem with Fintech

Are fintech start-ups coming to disrupt Australia’s Big Four Banks? Not any time soon, according to Andrew Martin from Alphinity Investment Management. Fintech...
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Sit back and enjoy the ride

When the next bubble and crash comes, would you rather be out six months early, or six months late? Chad Slater, Joint CIO at Morphic Asset Management, says some of...
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How is Bunnings’ UK expansion progressing?

There is no substitute for boots-on-the-ground research when researching companies. Greencape puts great emphasis on this process, seeing it as investment and not a...
WES
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Assessing today’s dividend landscape

If income is your religion then prepare to meet your God! Dr Don Hamson is Managing Director of Plato Investment Management and specialises in seeking out the best...
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Where will markets go in 2018?

It’s been a bumper year for global stocks as MSCI’s broadest index, the All Countries World Index, has rallied ~19% YTD, while Emerging Markets are up more than 25%....
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The best place for value and momentum

After decades of disappointment, the investment environment is finally starting to look positive in Japan. Chad Slater, Joint CIO at Morphic Asset Management, says...
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