Expert Insights

Why we’re avoiding listed property

Property has had a stellar run in the last few years; the ASX 200 A-REIT Index is up 40% over three years compared to the broader ASX 200’s 10%. Meanwhile, surging...
Livewire Exclusive
Livewire Markets
Expert Insights

Don’t ring the bell on emerging companies just yet

While most smallcap indexes around the world tend to trade at a premium to their associated larger cap index, the Australian market is an exception. Smaller companies...
Livewire Exclusive
Livewire Markets
Expert Insights

Two sectors that look expensive

David Wanis, Portfolio Manager at Schroders Australia, explains how he is looking at the current investment landscape and highlights two sectors that he believes are...
Livewire Exclusive
Livewire Markets
Expert Insights

Is the US-market due for another rally?

Paul Moore, Chief Investment Officer at PM Capital has enjoyed a stellar run investing in cyclical stocks that surged ahead since Trump's election victory. In the...
Livewire Exclusive
Livewire Markets
Expert Insights

Where are we in the banking cycle?

Global banks have formed a cornerstone part of PM Capital’s strategy as they’ve taken the #1 ranking in their category in the Morningstar survey over five and eight...
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Livewire Exclusive
Livewire Markets
Expert Insights

Paul Moore: It’s time to think differently

Interest rates and inflation have been on a downward trajectory since the late 80s, a 30 year trend. Paul Moore says 2016 was an inflection point and expects inflation...
Livewire Exclusive
Livewire Markets
Expert Insights

Don’t lose sight of the 'big picture'

Ben Griffiths, Portfolio Manager at Eley Griffiths, says that while investors must be across company specific fundamentals, it is equally important not to lose sight...
Livewire Exclusive
Livewire Markets
Expert Insights

Identifying low-risk, high-growth opportunities

In this Exclusive interview, James McDonald, CIO of Hunter Hall outlines the fund’s aggressive investment strategy: “If you are buying a lot of companies that can...
Livewire Exclusive
Livewire Markets
Expert Insights

Why Sirtex could triple in short order

James McDonald, Chief Investment Officer at Hunter Hall, likes to look past the small gains and target investments that could double. With three major clinical trials...
Livewire Exclusive
Livewire Markets
Expert Insights

What makes a great company?

Alex Duffy, Portfolio Manager of the Fidelity Global Emerging Markets Fund, sees some common characteristics among the management teams of great companies. A deep...
Livewire Exclusive
Livewire Markets
Expert Insights

How to avoid the next Slater & Gordon

Australia makes up just 2% of the global economy, so for companies looking to grow into a large market, it’s natural to look offshore. But following the challenges...
REA
+1
Livewire Exclusive
Livewire Markets
Expert Insights

Is the yield trade really over?

Over the past 12-months, the 3-year Australian Government Bond has risen just 21 basis points from ~1.8% a year ago, to 2.01% now. For an average retiree with an...
Livewire Exclusive
Livewire Markets
Expert Insights

The balance sheet red flags a forensic accountant looks for

Some stock pickers are diversifying into riskier areas such as emerging markets and deep value situations to boost returns. There is definite upside, but also...
Livewire Exclusive
Livewire Markets
Expert Insights

A bear market outside of banks and resources

While we have a few months yet for the banks’ results, the resource sector has produced some of the more surprising numbers so far this reporting season. Rio Tinto’s...
BHP
CSL
FMG
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Livewire Exclusive
Livewire Markets
Expert Insights

One thing the market is overestimating

Expectations of increased infrastructure spending in the US have added fuel to the resurgent prices for commodities such as coking coal and iron ore. Alex Duffy from...
Livewire Exclusive
Livewire Markets
Expert Insights

Two critical signs of a dividend trap

Rising inflation is making headlines but the reality for income-seeking investors is that returns on traditional yield assets remain at record lows. With the real...
MTS
Livewire Exclusive
Livewire Markets
Expert Insights

How to handle a major sell-off

Owners of high-quality, growing business are starting to look a little nervous following the high-profile falls of Aconex, Bellamy’s, Blackmores, and more. Hyperion...
BKL
COH
Livewire Exclusive
Livewire Markets
Expert Insights

Where are the best prospects for dividends?

Dr Don Hamson, Managing Director of Plato Investment Management, says the best prospects for dividends now sit with Australia’s big iron ore miners. From a highly...
BHP
FMG
RIO
Livewire Exclusive
Livewire Markets
Expert Insights

What can you learn from broker research?

The consulting firm Quinlan and Associates recently estimated that brokers publish over 40,000 research reports globally each week. With reporting season in full flow...
BXB
OFX
Livewire Exclusive
Livewire Markets
Expert Insights

Hyperion: There’s a real opportunity at the moment

Tim Samway, Managing Director at Hyperion Asset Management, says that a focus on macro themes has created a real opportunity in a number of high-quality companies....
BXB
Livewire Exclusive
Livewire Markets
Expert Insights

A sector that stands out in terms of uncertainty

With reporting season picking up pace, Livewire interviewed Rudi Filapek-Vandyck, Editor of FN Arena. Rudi has kindly allowed Livewire to publish his ‘Reporting Season...
BHP
MLD
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Livewire Exclusive
Livewire Markets
Expert Insights

Checking in on the fallen angels

Following the big falls in share price for some of the high-priced growth stocks he identified on Livewire in February 2016 https://www.livewiremarkets.com/wires/30501...
BKL
+2
Livewire Exclusive
Livewire Markets
Expert Insights

Quality stocks are finally cheap

There is no shortage of labels that investors use to differentiate their approach to picking stocks. Over the last few months, the financial lexicon has been dominated...
Livewire Exclusive
Livewire Markets
Expert Insights

What’s driving The Great Rotation?

In the second half of 2016, as markets began to realise that the bottom for bond yields had likely been hit, a seismic shift started to occur in equity markets. In...
ALU
BKL
+4
Livewire Exclusive
Livewire Markets
Expert Insights

Montgomery: Irrational selling creates opportunity

Each year Dalbar, a US based research firm, conducts their Quantitative Analysis of Investor Behaviour. The study looks at how investor decisions to switch in and out...
REA
Livewire Exclusive
Livewire Markets
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