Rapid Fire

Nailing your asset allocation

While most investors focus on picking stocks to drive performance, in reality, this is just a part of it. Research has proven that over the long-term, 85% of your...
The Rules of Investing
Livewire Markets
Rapid Fire

Why Australians have an advantage investing in Asia

The Asian middle class is set to explode in the coming decade, and Australia is set to benefit in more ways than one. Australian investors, in particular, have a...
Patrick Poke
Patrick Poke
Livewire Markets
Rapid Fire

How to pick stocks like a pro

Equities form a core part of most long-term investment strategies; they offer strong long-term returns, but at the cost of higher volatility than many other assets....
AMP
The Rules of Investing
Livewire Markets
Rapid Fire

Why should investing be very different from buying tomatoes?

Rishi Patel was born and raised in Bombay, which is also home of the oldest stock exchange in Asia. The college that he attended is located across a field from the...
Livewire Exclusive
Livewire Markets
Rapid Fire

How to avoid the next dividend cut

Telstra, NAB and AMP have cut their dividends... so, which 'bluechip' will be next on the chopping block? With the majority of ASX dividend income coming from a very...
CSL
+2
Alex Cowie
Alex Cowie
Rapid Fire

ARK: The five platforms of disruptive innovation

When it comes to investing in disruption a lot of the capital and focus has been on finding opportunities that exist in private markets. Catherine Wood, Chief...
Livewire Exclusive
Livewire Markets
Rapid Fire

Tagliaferro: How the '87 crash shaped my philosophy

Just like in life, an investor’s early experiences can’t help but shape the way they see the world. For Anton Tagliaferro, founder and Investment Director of Investors...
AMC
APT
+9
Patrick Poke
Patrick Poke
Livewire Markets
Rapid Fire

Volatility is the mother of opportunity

It was a somewhat unique situation to be interviewing a former colleague when I sat down with Marcus Bogdan, CIO at Blackmore Capital recently. So, I have been across...
BXB
COL
CSL
+2
Alex Cowie
Alex Cowie
Rapid Fire

Catherine Allfrey: Look over the horizon

In Australia we’re fortunate to have some very talented women in funds management. Catherine Allfrey is one of them. After a chance encounter at a Wesfarmers event in...
IEL
MQG
James Marlay
Livewire Markets
Rapid Fire

How to pick growth stocks that will keep on winning

Nick Griffin, the founding partner and Chief Investment Officer at Munro Partners, is a self-described "growth" investor. In a world where labels are often confusing...
James Marlay
Livewire Markets
Rapid Fire

An Aussie stock that ticks all the boxes

In the second part of our Q&A, Tony Cousins, Chief Executive & Chief Investment Officer at Pyrford International, discusses some Aussie stocks that tick all of his...
COH
CSL
RIO
+1
Livewire Exclusive
Livewire Markets
Rapid Fire

Going global for value and growth

Wilson Asset Management has long been regarded as the dominant listed investment company specialist within the Australian equity market. When the company entered...
WGB
Livewire Exclusive
Livewire Markets
Rapid Fire

Where to hide in an inflating bubble

After starting out as an equity portfolio manager at Daiwa International Capital Management in London during the late 1980s, Tony Cousins is now Chief Executive &...
Livewire Exclusive
Livewire Markets
Rapid Fire

A quality stock with a hidden advantage

The world’s most valuable resource is not oil, but data. Companies that can collect unique data on users, and then leverage it, can have a massive edge over their...
Livewire Exclusive
Livewire Markets
Rapid Fire

Understanding and investing in China's ascendancy

Down here in the antipodes, where our own economic fortunes have for many years been closely tied to those of our neighbour to the north, we have seen firsthand how...
Nick Grove
Nick Grove
Livewire Markets
Rapid Fire

Montgomery: The economics of enough

Australian house prices and the economy stand at an important crossroads. On the one hand, we have the return of the Liberal-National coalition, the softening of APRA...
AMP
CGF
The Rules of Investing
Livewire Markets
Rapid Fire

The five pillars of a quality stock

As soon as she was able to open a trading account, Michelle Lopez bought shares in ASX, seeing it as a monopoly business crucial to the function of financial markets....
COH
XRO
James Marlay
Livewire Markets
Rapid Fire

The hunt for predictable cash flows

An investor's job can be boiled down to two primary tasks, explains Warryn Robertson, Portfolio Manager at Lazard. First, to predict what a company's cash flows or...
Patrick Poke
Patrick Poke
Livewire Markets
Rapid Fire

Abnormal returns

In year 427BC, the Greek philosopher Plato founded ‘The Academy’, which is considered the world’s first university. It is somewhat fitting then that half of...
BHP
FMG
+1
James Marlay
Livewire Markets
Rapid Fire

The 5-step screen for building the A-list

After starting with speculative mining stocks in Zimbabwe in the 1990's, today Bob Desmond works as Head of International Equities at Claremont Global in Sydney. In...
Livewire Exclusive
Livewire Markets
Rapid Fire

Skamvougeras: Forgotten opportunities

In the lead up to the tech wreck of the early 2000s Paul Skamvougeras was working on the dealing desk at Perpetual. The ‘value’ focused manager was struggling to keep...
PPT
James Marlay
Livewire Markets
Rapid Fire

Watling: Australian recession is still my base case

Back in February, Chris Watling, CEO and Chief Market Strategist at Longview Economics, wrote that a recession in Australia was likely, and that rates would be cut to...
The Rules of Investing
Livewire Markets
Rapid Fire

The greatest opportunity in the history of capitalism

"We've had 10 years of fantastic structural growth, however, the next 10 years may be even more exciting than the last, and adoption will happen at a much faster rate....
Livewire Exclusive
Livewire Markets
Rapid Fire

Matt Williams: An extraordinary decade

On the 30 July 2010, DuluxGroup was spun out of Orica and commenced trading on the ASX at $2.50 a share. In April this year, the board of Dulux recommended that...
James Marlay
Livewire Markets
Rapid Fire

Steve Johnson: The search for extreme dislocations

When Walter Schloss founded the funds management firm that bore his name in 1955, markets were a very different place. Schloss harnessed the power of Ben Graham's...
The Rules of Investing
Livewire Markets
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