Expert Insights

11 very different growth opportunities

Greencape Capital is able to invest right across the market, and we had the chance to ask Jonathan Koh where the fund was seeing the best medium-term growth...
APT
+6
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Livewire Markets
Expert Insights

It’s time for value to shine

The market has favoured growth stocks in recent years, but that could all change according to Matthew Booker from Spheria Asset Management. In a cycle that’s been 10...
Livewire Exclusive
Livewire Markets
Expert Insights

Why we sold Amazon

Amazon has been a long-term holding in the Fidelity Global Equities Fund, but Portfolio Manager, Amit Lodha, says they’ve recently exited their position, citing three...
Livewire Exclusive
Livewire Markets
Expert Insights

Why earnings revisions come in groups

In a world where information is disseminated almost instantly, markets have become quick to price in new information. However, Andrew Martin from Alphinity Investment...
Livewire Exclusive
Livewire Markets
Expert Insights

How 25 staff deliver to 66 countries

Last-mile logistics is one of the biggest issues facing ecommerce businesses today. Amazon has spent billions on the issue overseas, while Australia Post’s ‘Shipster’...
Livewire Exclusive
Livewire Markets
Expert Insights

a2 Milk: what the market has missed

a2 Milk entirely side-stepped the carnage faced by other market darlings over the last 12 months to gain more than 282% in this timeframe, and a remarkable 1,115%...
Livewire Exclusive
Livewire Markets
Expert Insights

Former market darling offers compelling value

Markets tend to overreact on both the upside and the downside. Two years ago, Sirtex was trading at $40 per share and expectations were running high. Following several...
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Livewire Markets
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How the banks are fighting disruption

A few years ago, there were concerns over ‘disintermediation’ of the major banks – fintech disruptors were slowly chipping away at the various services the banks...
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Livewire Markets
Expert Insights

The importance of being first

When assessing a new investment, market position is critical to investment success, explains Nick Dignam from BlueSky Private Equity. Often this means looking past the...
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Livewire Markets
Expert Insights

Value emerging in this unloved sector

Retail stocks have been down in the dumps in recent months as the hype around Amazon’s entry into the Australian market builds. Neil Margolis, Lead Portfolio Manager...
JBH
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Livewire Markets
Expert Insights

Investing in the future: Trends in technology

Attendees and digital pass subscribers were treated to a feast of information and analysis at Livewire Live this year, now it’s your turn. See three of Australia’s...
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Expert Insights

A misunderstood gem

Stock prices have been moved more by macro events than by individual outlooks in the current business cycle, but that’s all starting to change, says Andrew Martin,...
MQG
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Livewire Live 2017: Picking the winners and avoiding the bombs

Protecting against the downside is every bit as important as finding the big winners, after all, it takes a 100% gain to offset a 50% loss. This exclusive panel from...
Livewire Exclusive
Livewire Markets
Expert Insights

Taking advantage of changing consumer preferences

Food is one of the few products that consumers will happily pay up for. Nick Griffin, Chief Investment Officer at Munro Partners, says the best way to play this is via...
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Livewire Markets
Expert Insights

Don’t get bluffed by the market

The allure of potential ‘multi-baggers’ can be irresistible, but only focussing on the potential upside is ignoring Warren Buffett’s number one rule, ‘don’t lose...
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Livewire Markets
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It’s time to look at value differently

It’s a well-established fact that over the very long-term, ‘value’ portfolios, as measured by price-to-book, price-to-earnings, and dividend yield, tend to outperform...
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Livewire Markets
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The recipe for long-term outperformance

If you want to outperform over the long-term, buying great businesses isn’t enough. Clay Smolinski, Portfolio Manager at Platinum Asset Management, says you need to...
Livewire Exclusive
Livewire Markets
Expert Insights

One sector about to hit the sweet spot

Looking for quality and value is so popular that it’s hard to find an edge. Undervalued stocks can stay that way for years on end, and high-quality stocks that have...
SUN
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Are Caravans cool again?

It’s no secret that consumers around the world are getting more physically active. In the past, companies like Nike, Under Armour, and Lululemon have been the major...
Livewire Exclusive
Livewire Markets
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Uncertainty generates the biggest opportunities

It’s easy to forget, but it was just 18-months ago that markets were fearful of an explosion in bad debts on the back of China’s apartment over-build. Much of the fear...
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Livewire Markets
Expert Insights

Show me your sustainable edge

With so many Fund managers in the market, each with their own competitive advantage, how do you choose which one is right for you? Dr David Sokulsky, CIO at Crestone...
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VGI Partners Global Investments Limited IPO now open

VGI Partners, which was founded by Robert Luciano in 2008, has three key tenets; capital preservation, superior long-term compound growth, and concentration. Since...
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The question every boardroom is discussing

All over the world, company boards are asking themselves the same question: ‘What is our digital strategy?’ Bricks and mortar retailers are aggressively exploring...
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Expert Insights

Time to think differently

Experiences that have been enjoyable in the past are always sought after into the future. This behaviour is often referred to as 'anchoring'. Andrew Fleming, Deputy...
BHP
+3
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Livewire Markets
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Attributes of an outstanding investment

Short-term wins make great headlines, but it's the long-term wins that make a real impact on a portfolio. Superior long-term compound growth is one of the key tenets...
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