Rapid Fire

Why this investor would not make one change to his portfolio even if a recession was certain

High conviction, concentrated global equity funds have generally performed well over the past 12 months amid tougher macro conditions
Chris Conway
Livewire Markets
Rapid Fire

Why Ex-20 stocks outperform and the outlook for lithium

Rapid Fire interview with Tim Carleton, Chief Investment Officer of Auscap Asset Management
JBH
James Marlay
Livewire Markets
Rapid Fire

Rapid fire with nuclear opportunities investor Guy Keller

Uranium is one of the hottest commodities in the market right now, but is there more to come?
Chris Conway
Livewire Markets
Rapid Fire

The 6 trends to watch across Asia-Pacific and abrdn’s top stocks for each

abrdn’s Flavia Cheong shares the opportunities she’s most excited about and why Asia looks attractive right now.
CSL
+1
Sara Allen
Livewire Markets
Rapid Fire

Too expensive and unreliable: why Kate McClure believes the critics of this theme are wrong

The green transition is one of the biggest themes of our time and one that Octopus Investments is betting heavily on.
Sara Allen
Livewire Markets
Rapid Fire

Why this fundie is selling ASX tech stocks - and what he would love to buy instead

He is the subject of one of the most popular wires on Livewire this year. In this wire, Pendal's Brenton Saunders updates his views.
ALU
BLD
CAR
+7
Hans Lee
Livewire Markets
Rapid Fire

Rapid fire with value investor Dr Philipp Hofflin

8 questions on Value investing and opportunities on the ASX
James Marlay
Livewire Markets
Rapid Fire

Chris Prunty's 5 top stock picks for growth

Plus, he shares what he has recently heard at the coalface during reporting season that has him concerned.
360
DTL
+3
Ally Selby
Livewire Markets
Rapid Fire

The tech opportunity that no one's paying attention to

Franklin Templeton's Francyne Mu discusses the biggest investment opportunities of today and the future in this edition of Rapid Fire.
+13
Sara Allen
Livewire Markets
Rapid Fire

The 'Moneyball' approach to picking stocks and 8 that make the team

Antipodes Partners' portfolio manager, Vihari Ross, shares her rational and open view to investing and finding high-quality value picks.
+3
Sara Allen
Livewire Markets
Rapid Fire

Rapid fire with small-cap specialist Shane Fitzgerald from Monash Investors

Shane answers 7 questions, covering everything from the outlook for small caps to one stock with sales that are about to "take off".
BOE
IPD
James Marlay
Livewire Markets
Rapid Fire

This hall of famer returned 15% over the past year without tech and lithium. This is how he did it

Plus, the energy "dog" the market has gotten wrong
+11
David Thornton
Livewire Markets
Rapid Fire

How investors can access 9% yields in this asset class

The secret to this fund manager's seven-year track record is to just keep it simple.
Hans Lee
Livewire Markets
Rapid Fire

Fidelity's high conviction picks for disinflation and reflationary times

Investors have reaped the rewards of mining and big banks in the past, but Fidelity's Casey Mclean thinks tougher times are ahead.
CAR
CSL
Sara Allen
Livewire Markets
Rapid Fire

He backed Pilbara, Mineral Resources, and WiseTech. He's now backing these stocks

Pendal's Brenton Saunders has a knack for finding mid-caps that end up becoming large caps. He tells us how he does it.
AKE
ALU
CAR
+11
Hans Lee
Livewire Markets
Rapid Fire

The property investor turning macro headwinds into tailwinds

Commercial real estate credit can benefit during inflationary periods because it provides a strong hedging effect, says Qualitas' Mark Power
Glenn Freeman
Livewire Markets
Rapid Fire

Volatility in small and micro-caps could be an opportunity. Here are 3 companies NovaPort likes

Small and micro-cap companies are notoriously volatile, but NovaPort Capital's Sinclair Currie argues a focus on quality is key to success.
BRG
CAA
+3
Sara Allen
Livewire Markets
Rapid Fire

The US$150 billion opportunity opening up to Australian investors

For Ares Management Corporation's Andrew Pike, it's all about the value-add that funds can bring to their clients.
Hans Lee
Livewire Markets
Rapid Fire

The key characteristic this fundie looks for and 2 ASX stocks that fit the bill

Blackmore Capital's Marcus Bogdan is all about resilience, both in terms of his own experience and the investments he likes. Find out why.
BHP
CSL
+9
Chris Conway
Livewire Markets
Rapid Fire
Sponsored

Active stock picking for the cost of passive investing? J.P. Morgan Asset Management says it can be done

You don't have to choose anymore between passive exposure and active stock picking, says Piera Elisa Grassi of J.P. Morgan Asset Management.
Hans Lee
Livewire Markets
Rapid Fire

It’s naïve to rely on bonds for diversification: Atrium

Diversification is a crucial risk management tool but Atrium Investments argues genuine diversification requires thinking differently.
Sara Allen
Livewire Markets
Rapid Fire

Why value is the secret sauce for small cap investing

Small caps might typically be a high growth, volatile market, but incorporating a value style could be a game-changer.
AUB
+4
Sara Allen
Livewire Markets
Rapid Fire

Why the income is back in fixed income (and is here to stay)

Bonds could outperform even if rate cuts don't come until 2024. Darren Langer of Yarra Capital Management explains why.
Hans Lee
Livewire Markets
Rapid Fire

How Fidelity's Paul Taylor stacks the odds in his favour across market cycles

Paul Taylor shares lessons from his 26 years of investing and some high-conviction picks for 2023 in this CIO profile.
BHP
COL
+8
Sara Allen
Livewire Markets
Rapid Fire

Why growth equities are the new contrarian picks: QVG Capital

Barely a few years ago, Growth was hot. Today, it's about yield. Here's why now is the time for out-of-fashion Growth.
APX
EOF
+14
Sara Allen
Livewire Markets
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