Expert Insights

Market Masters outperforming again: Livewire Live 2017

A panel of Australia's Market Masters have shared their top stock ideas at Livewire Live each year since inception. On average, the stocks have beaten the market by at...
AVN
AWC
+5
Livewire Exclusive
Livewire Markets
Expert Insights

Cabcharge presses the ‘reset button’

Cabcharge CEO, Andrew Skelton, says that “Cabcharge is now a reset business. We have improved our service offering, expanded our fleet, upgraded our infrastructure,...
Livewire Exclusive
Livewire Markets
Expert Insights

Two overvalued sectors we’re avoiding

Investors should be focusing on companies that have strong sustainable growth in free cash flows, rather than trying to justify ways of owning expensive stocks. Neil...
Livewire Exclusive
Livewire Markets
Expert Insights

Australian rates heading to zero

As global rates start to rise, Australia may follow in the short-term, but structural issues will prevent the RBA from hiking rates far, explains Chris Watling, CEO of...
Livewire Exclusive
Livewire Markets
Expert Insights

Combining the best of Buffett and Munger

Robert Luciano, Managing Partner at VGI Partners, started his investing career in 1996 at independent research firm Huntley’s. Luciano says the experience gave him...
Livewire Exclusive
Livewire Markets
Expert Insights
Sponsored

Metrics Credit Partners IPO passes $300 million

It is very difficult for investors to access the low-risk, high yield generated by corporate loans, as this is a business dominated by the big banks. Metrics Credit...
Livewire Exclusive
Livewire Markets
Expert Insights

Enhance your return, not your risk

There are numerous ways to quantify financial risk, including variance, Beta, and Value at Risk. However, Martin Conlon, Head of Australian Equities at Schroders...
Livewire Exclusive
Livewire Markets
Expert Insights

BHP: ‘$40 over the next few years’

On Tuesday, we hear from the fifth biggest stock on the market, BHP. In this wire, we select of a few notable views from the brokers including a big call from Shaw and...
BHP
Livewire Exclusive
Livewire Markets
Expert Insights

Finding a diamond in the rough

On any measure, volatility has been at, or close to, record lows. But as Adrian Warner, CIO of Avenir Capital points out, volatility of individual stocks within the...
Livewire Exclusive
Livewire Markets
Expert Insights

The biggest risks facing today’s market

Ray Dalio from Bridgewater and Howard Marks from Oaktree have both recently issued cautionary memos, citing risks that include geopolitics, excessive valuations, and...
Livewire Exclusive
Livewire Markets
Expert Insights
Sponsored

A new way to access income with low volatility

Metrics Credit Partners (MCP) is an experienced debt-specialist fund manager that gives investors the opportunity to access stable monthly income via the MCP Master...
Livewire Exclusive
Livewire Markets
Expert Insights

Diversifying away from Aussie banks

Financials dominate the ASX200, comprising 35.4% of the index. This compares to 14.7% of the S&P500. Andrew Fleming, Deputy Head of Australian Equities at Schroders...
CYB
+2
Livewire Exclusive
Livewire Markets
Expert Insights

North Korea: The blackest of swans

When asked which black swan was most likely to unsettle markets, particularly given how low volatility is, Ben Griffiths highlighted North Korea as being the one to...
Livewire Exclusive
Livewire Markets
Expert Insights

Ben Griffiths: Learn to be a slow buyer and a fast seller - Livewire Live 2017

Reporting season has already claimed some scalps, and will see the knife taken to more stocks before it's done. Ben Griffiths highlighted the need to be decisive when...
SGH
Livewire Exclusive
Livewire Markets
Expert Insights

Perfectly feasible that house prices could fall 25%

Australian residential property prices gained 0.7% through July, with the year-to-date gain now at 6.2%. Speaking at Livewire Live recently, Steve Johnson of Forager...
Livewire Exclusive
Livewire Markets
Expert Insights

Look 'through the windscreen' for a better portfolio

In his most recent memo, Howard Marks took aim at passive investing, questioning a process that ignores both asset allocation and stock selection. In this short video,...
Livewire Exclusive
Livewire Markets
Expert Insights

In an arms race - Own the weapons manufacturers

The five biggest listed stocks in the US are all tech stocks, with an aggregate market cap of US$3 trillion, roughly the same as the GDP of Germany. Nick Griffin from...
Livewire Exclusive
Livewire Markets
Expert Insights

The best value in the market

Martin Conlon, Head of Australian equities at Schroders Australia has reiterated his bull case for resources: “For the most part, we still think that’s where the best...
BHP
Livewire Exclusive
Livewire Markets
Expert Insights

Paul Taylor on Amazon: Livewire Live 2017

Even the RBA has now weighed into the debate on Amazon, with a bearish view on the potential effect to retail. However, Paul Taylor, Portfolio Manager of the Fidelity...
Livewire Exclusive
Livewire Markets
Expert Insights

The tech trend that changes everything

At Livewire Live 2017, Daniel Petre of Airtree Ventures highlighted Artifical Intelligence and machine learning as THE big trend to watch: “It will dramatically change...
Livewire Exclusive
Livewire Markets
Expert Insights
Sponsored

How exuberant is the credit market right now?

Andrew Lockhart from Metrics Credit Partners provides an insight into the domestic credit market. It’s part of the financial system usually reserved for the ‘big...
Livewire Exclusive
Livewire Markets
Expert Insights

4 growth stocks the market missed

It’s no secret that growth is hard to come by in the Australian market, but that doesn’t mean that every opportunity has been found already. Livewire interviewed...
+2
Livewire Exclusive
Livewire Markets
Expert Insights

For technology exposure, think Asia

The MSCI Asia ex-Japan index is the most technology heavy MSCI index in the world. Technology accounts for 31% of the Asia index versus 23% for MSCI US and a mere 1%...
Livewire Exclusive
Livewire Markets
Expert Insights

A value smallcap with earnings momentum

This smallcap has seen EPS growth of 30% pa for four years, yet the price has barely moved and the stock still trades on a PE of 8. In this exclusive two-minute video,...
Livewire Exclusive
Livewire Markets
Expert Insights

A homegrown global success story

James Abela, Portfolio Manager of the Fidelity International Future Leaders Fund, explains what he looks for in Australian companies looking to grow offshore. He then...
SEK
Livewire Exclusive
Livewire Markets
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