Expert Insights

One stock with above average prospects

Romano Sala Tenna from Katana Asset Management outlines the investment case for a company that he believes has above average growth prospects. The business has been...
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Unwinding QE - this could get bumpy

Quantitative Easing (QE) is the term used to describe artificial purchasing of bonds by central banks globally. The aim has been to suppress interest rates and...
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There's more pain to come in small caps

The period of underperformance by small companies has widely been attributed to large funds rotating out of the sector. James Abela from Fidelity International has...
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Becoming the world’s biggest lithium producer

The battery mineral thematic has driven strong price gains for companies with quality assets in recent years. In this short video Romano Sala Tenna from Katana AM...
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A growth stock on value metrics

Genuine earnings growth is a rare commodity, seeing companies with good growth prospects attract eye-watering multiples. However, Romano Sala Tenna from Katana AM...
COH
CSL
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Investing with India’s powerful tailwinds

Mary Manning, Portfolio Manager at Ellerston Asian Investments (ASX:EAI), is drawn to the growth opportunities available in India. She explains that many of the...
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US rates will rise faster than expected

Tim Toohey, former Chief Economist at Goldman Sachs, was the #1 rated economist on the Greenwich survey for 13 years. Earlier this year he teamed up Brett Gillespie...
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7 things we’ve learned from Hamish Douglass

Hamish Douglass, the CIO of Magellan Asset Management Limited will be contributing his ideas to the upcoming Livewire Live event on 26 July at the ASX. In his keynote...
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Opportunities at the market crossroads

Equities are in the late stages of a near-record bull-market, and rates are once again heading up. In this exclusive interview, Arik Star, Portfolio Manager, Ellerston...
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Livewire Markets
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Nothing defensive in 'expensive defensives'

Returning from the Berkshire Hathaway AGM, Nathan Bell and the team from Peters MacGregor, took the opportunity to take the pulse of the US markets. Reporting on their...
SYD
TCL
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3 implications of the hot property market

Livewire caught up with Giselle Roux, CIO at Escala Partners, to discuss the implications of elevated housing valuations on the wider economy. These include the effect...
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An unknown smallcap on 4 times cashflows

Tony Hansen, the CIO of EGP Capital illustrates more of his original stock-picking strategies with a small cap his fund has built a large position in. The stock has an...
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QIN
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Making money from thinking differently

As Peter Drucker, once said: “If you want something new, you have to stop doing something old.” Likewise, approaching the market with a fresh perspective can reveal...
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Tim Toohey: Australia's economic outlook

Tim Toohey, former chief economist at Goldman Sachs, was the #1 rated economist on the Greenwich survey for 13 years. Earlier this year he teamed up with seasoned...
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Positioning for a 15-year upswing in US housing

Nathan Bell, Head of Research at Peters MacGregor, believes the US housing cycle is in the early stages a sustained upswing. In this video he outlines the data...
BLD
DOW
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The single biggest issue for Australian assets

In a recent interview with Dr Philipp Hofflin, Portfolio Manager at Lazard Asset Management painted a scenario in which strong downward pressure on the Australian...
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Cuffe’s checklist for picking great fundies

Livewire recently caught up with industry veteran Chris Cuffe to get his candid views on the attributes he values most when selecting fund managers. This article...
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Australia's third great debt cycle in context

RBA Governor, Dr Philip Lowe, recently warned the market that the level of household debt would make the economy vulnerable to future shocks. Against this backdrop,...
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Hofflin: One key lesson learned from markets

In this Livewire exclusive, Dr Philipp Hofflin, Portfolio Manager at Lazard Asset Management’s Australian Equity team, shares one of the key lessons he has learned...
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How to play the computer game thematic

When we asked Nick Griffin at Munro Partners where ‘The Next Facebook’ could come from, he pointed at video game stocks and cited Activision Blizzard as an...
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Interesting opportunities in financials

Omkar Joshi from Regal Funds Management believes that there are a number of interesting opportunities in the Australian financial sector. While he believes the major...
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3 key themes for bank reporting

Over the next week investors will receive financial updates from three out the four 'Big Banks' (NAB, ANZ, WBC). Omkar Joshi from Regal Funds says that margins,...
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Australian stocks a better bet

David Wanis, Portfolio Manager at Schroders Australia discusses where to find value in global markets today. While all markets appear fairly fully-priced, David makes...
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Finding the next Facebook

Nick Griffin, Head of Investments at Munro Partners, says the network effects at Google, Facebook, or Amazon are now so strong that only regulation could break them....
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The coming confession for retail stocks

Australian retail stocks are yet to feel the full force of disruption from ecommerce, explains Nick Griffin, Head of Investments at Munro Partners. Retailers rely on...
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