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
A Rich Life
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
Rapid Fire

Credit Suisse unveils the ABC portfolio

Despite a 17 per cent drawdown in the wake of the GFC, Andrew McAuley the CIO at Credit Suisse, says it took just 12 months to for their portfolios to bounce back. Not...
James Marlay
Livewire Markets
Rapid Fire

The DNA of a bona fide contrarian

"As soon as you start to get comfortable in a particular stock or company, we're generally selling and finding the next uncomfortable thing to own." That’s the...
OSH
Livewire Exclusive
Livewire Markets
Rapid Fire

Aitken: Trade wars present ‘tremendous opportunity’

Charlie Aitken has a simple investment philosophy: Build a concentrated portfolio of the world's best companies in structural growth sectors. And for this week’s...
The Rules of Investing
Livewire Markets
Rapid Fire

The biggest themes in global natural resources today

The global natural resources sector, including mining and energy as well as agriculture, is about four times bigger than the entire Australian equity market. Sifting...
Alex Cowie
Alex Cowie
Rapid Fire

Ben Griffiths: Markets are at an inflection point

When Isaac Newton first posited that an object in motion would stay in motion unless acted upon, he probably wasn't thinking of stock markets. But hundreds of years...
APT
BHP
The Rules of Investing
Livewire Markets
Rapid Fire

I'm the person buying the stocks that will make you feel marginally sick

Nick Kirrage admits he was never a gifted athlete but nevertheless last year completed the ‘Marathon Des Sables’, a 254km ultra-marathon across the Sahara Desert. A...
S32
Alex Cowie
Alex Cowie
Rapid Fire

Why Ronni Chalmers likes to play the long game

Ronni Chalmers is the CIO of CBG Asset Management winner of the 2013 Golden Calf Award for best performing boutique that year. The CBG Australian Equities Fund has had...
James Marlay
Livewire Markets
Rapid Fire

Qiao Ma: The difference between a trader and an investor

It's not everyday that you discover a fund with truly eye catching performance. When I recently pulled up the track record of the Cooper Investors Asian Tiger Fund,...
James Marlay
Livewire Markets
Rapid Fire

Why we still back Buffett

With the climate of political polarisation, an unprecedented shift in monetary policy, and trade wars all impacting markets globally, you need a safe pair of hands...
Alex Cowie
Alex Cowie
Rapid Fire

Finding the next Macquarie Bank

Finding cheap stocks this late in the cycle is getting harder and harder. Index funds have bid up the prices of large-cap stocks to levels not seen since the tech...
APT
AXL
+3
The Rules of Investing
Livewire Markets
Rapid Fire

Braitling: Valuation has never mattered less...

On the 23rd of May, eight fund managers will present their best ideas at The Future Generation Investment Forum. The line up this year looks exceptional and boasts a...
APT
+3
James Marlay
Livewire Markets
Rapid Fire

Dr Philipp Hofflin: Beware of the widest moats

Dr Philipp Hofflin was a late starter when it came to investing. That’s because he dedicated years of his life to academic study, ultimately earning a PhD in...
AWC
James Marlay
Livewire Markets
Rapid Fire

The best investors buck consensus thinking

During his recent visit to Sydney, Kevin Charleston, Chairman, President and CEO of Loomis Sayles & Company, a Boston-based asset manager with $250 billion under...
Alex Cowie
Alex Cowie
Rapid Fire

Why a world of opportunity awaits bond investors

There is an amazing breadth of opportunity in global fixed income, with many investors not realizing the sheer volume of trading that takes place and the size of bond...
James Marlay
Livewire Markets
Rapid Fire

Finding future leaders (and why we still like Altium...)

Fidelity's Future Leaders Fund recently made history when it won Morningstar’s small-cap Aussie equities ‘Fund Manager of the Year’ award for the second consecutive...
ALU
COH
CSL
+1
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Livewire Markets
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