Rapid Fire

Reliable income amid the dividend cuts

So far in 2020, investors have seen circa $26b worth of dividend income disappear. For some investors, the loss of income is no great concern, but for investors that...
Patrick Poke
A Rich Life
Rapid Fire

Big discounts on offer for LIC investors

Value investors have long searched for the opportunity to ‘buy a dollar for 80 cents’, but for investors in Listed Investment Companies (LICs) this is not just an...
+14
Patrick Poke
A Rich Life
Rapid Fire

Volatility is for building positions. This period is no different

Eileen Riley is co-Portfolio Manager of the Loomis Sayles Global Equity Fund, which manages over $250 billion of assets across equity and fixed interest markets, and...
Livewire Exclusive
Livewire Markets
Rapid Fire

Two compelling ideas with sustainable income

As investors we often look to follow the philosophies of the capital allocators with best track records, Buffett, Munger, Graham, Lynch the list goes on. However,...
BRG
GMG
James Marlay
Livewire Markets
Rapid Fire

The next six weeks might make or break markets

Have markets gotten ahead of themselves? Have we seen the bottom, or is there room for the market to plunge again? Investors have been caught up in the excitement of...
CGF
SWF
Bella Kidman
Bella Kidman
Livewire Markets
Rapid Fire

Markets have got way ahead of themselves

The colossal bounce in global equity markets in the face of incredibly weak data has some experienced managers bracing for another leg down. Although equity markets...
APT
Alex Cowie
Alex Cowie
Rapid Fire

Predicting the future is a waste of time

In the midst of a bear market, investors can't help but ask 'have we reached the bottom?' Will the economy face a W, U, V or even L shaped recovery? And how can...
BTC
EGG
+1
Bella Kidman
Bella Kidman
Livewire Markets
Rapid Fire

Is there a future for retail and office A-REITs?

Offices are going extinct. Shopping malls are going to become ghost towns. These are some of the theories being bandied about by investors looking to the other side of...
SCG
+1
Vishal Teckchandani
Livewire Markets
Rapid Fire

Tough times don’t last, tough companies do

Achieving returns over a cycle typically means 6-7% p.a. organic earnings growth, 1-2% p.a. in dividends, and 2-4% from buying below value, says Stephen Arnold from...
Patrick Poke
A Rich Life
Rapid Fire

Coronavirus has redefined prime property

The property market catchcry "location, location, location" has been disrupted by coronavirus, according to Andrew Schwartz, Group Managing Director of property debt...
Livewire Exclusive
Livewire Markets
Rapid Fire

5 reasons this fundie is bullish right now

2019 feels like a distant memory. In case you forgot, it was a bumper year for equities with ~20% returns across most stock indices. WAAAX stocks were defying gravity,...
APT
IEL
KGN
Livewire Exclusive
Livewire Markets
Rapid Fire

This isn't stimulus... it's compensation

Whether you think the pandemic was a black swan, a white swan or a pink one, the fact is that no one started 2020 with their portfolios positioned for a bowl of bat...
Alex Cowie
Alex Cowie
Rapid Fire

This rally is a little too fast, too furious for Tom Millner's liking

Tom Millner of Contact Asset Management was already cautious heading into 2020 given the ASX's pre-coronavirus surge was being driven by investors hungry for yield. In...
ASX
BHP
+12
Vishal Teckchandani
Livewire Markets
Rapid Fire

No guidebook for this crisis

With over 40 years of experience in financial markets, Paul Xiradis from Ausbil Investment Management has seen more than his fair share of market...
Livewire Exclusive
Livewire Markets
Rapid Fire

Octopus: The fund with all 8 arms on this $170 billion thematic

While some developed countries have already kicked the habit, Australia still uses coal to generate the vast majority of its power. But things are about to change...
Alex Cowie
Alex Cowie
Rapid Fire

To end the health crisis, we may begin a debt crisis

Even before COVID-19 changed the world, Tony Cousins of multi-asset and global equities manager Pyrford International was feeling pretty nervous heading into 2020. "We...
Livewire Exclusive
Livewire Markets
Rapid Fire

What's next for AREITs?

Australian Real Estate Investment Trusts (AREIT) have been the best-performing asset class during eight of the last twenty years, and have performed well in most of...
SCG
Alex Cowie
Alex Cowie
Rapid Fire

Don't let your portfolio get burnt

Devastating events such as the recent bushfires, which impacted approximately 80% of Australians in some way and charred ~20% of total forest cover in our nation, have...
Livewire Exclusive
Livewire Markets
Rapid Fire

He called the crash (so what comes next?)

The Australia Day long weekend feels like a lifetime ago now. Back then, there were just 400 cases of Coronavirus, all of which were in some far off place called...
Alex Cowie
Alex Cowie
Rapid Fire

One trap that could compound your pain

In times like this, asset allocation makes an outsized impact on your overall returns. An investor with a portfolio of stocks that have outperformed equity markets is...
Patrick Poke
A Rich Life
Rapid Fire

8 more icebergs right up ahead

In October last year, Jerome Lander wrote a wire titled "How to invest productively in the coming recession we have to have". At the time, equity markets were...
Alex Cowie
Alex Cowie
Rapid Fire

Monetary madness and the world of 'Alice in Wonderland' economics

Everything going on is nuts. Greek bonds are yielding less that Australian bonds, QE is on the cards from the RBA and the S&P500 is trading on a lofty 18 times forward...
James Marlay
Livewire Markets
Rapid Fire

Where this $4 trillion asset manager is investing

State Street Global Advisors is the 4th largest asset manager globally with a mind boggling US$2.9 trillion (A$4.2 trillion) in assets under management. The firm is...
Livewire Exclusive
Livewire Markets
Rapid Fire

The real money to be made is in private companies

The real money with growth-stage companies is often made by investing when they are still private. As an extreme example, some investors turned a $5,000 investment...
Alex Cowie
Alex Cowie
Rapid Fire

Actively hunting for hidden gems in EM

Emerging markets have been in the headlines for all the wrong reasons; slowing growth, trade tensions and political risks. However, they can also offer deep value,...
Alex Cowie
Alex Cowie
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