Rapid Fire

5 years from today, which stocks will have the highest returns on capital?

It isn't every day you meet an investor with an Honours Degree in Scottish History. However, I recently spoke with Iain Fulton, the Edinburgh, Scotland-based...
James Marlay
Livewire Markets
Rapid Fire

Why Australian and Chinese stocks are high on this fund manager's watchlist

There’s no silver bullet solution that could have helped avoid, or resolve more quickly, any of the most recent market downturns, says Raf Choudhury, investment...
Glenn Freeman
Livewire Markets
Rapid Fire

Inside the minds of Australia’s corporate leaders: 300 meetings and 2 five-year ASX stocks

If you’re looking for investment ideas – and that’s why you’re reading this, after all – getting inside the heads of Australia’s corporate leaders is a huge advantage....
CSL
MQG
Glenn Freeman
Livewire Markets
Rapid Fire

“You’re not an investor until you’ve navigated a crisis,” says Simon Doyle

By that measure, Schroders Australia's Simon Doyle is a battle-scarred veteran. The Asian crisis, the tech wreck and the GFC are just a few of the market downturns...
Glenn Freeman
Livewire Markets
Rapid Fire

How global property can protect your portfolio

Property is not just an Australian obsession nor is it just a story about investing in places where people live. The return-to-office is a global narrative still...
Hans Lee
Livewire Markets
Rapid Fire

What investors can learn from disasters, and a big risk the market has missed

From central bank actions, including the RBA’s record-breaking 0.5% hike (our largest ever consecutive rate increase), to the war in Europe, and COVID’s relentless...
Glenn Freeman
Livewire Markets
Rapid Fire

Hugh Dive's blue-chip strategy to thrive in choppy markets

The selloff of Australian large-cap stocks is overdone, investors are pricing in a sharper rise in interest rates than is likely, says Hugh Dive of Atlas Funds...
+1
Livewire Exclusive
Livewire Markets
Rapid Fire

The one asset class to invest in for the next 12 months (and other allocation insights from one of the best)

Alexandre Ventelon, the Head of Research and Investment Strategy for Morgan Stanley Wealth Management is a young man enjoying an impressive career. His range of...
Matt Buchanan
Matt Buchanan
Rapid Fire

Why Allan Gray is still bullish energy and cautious on darlings like CSL

Imagine for a moment that you had a clean sheet of paper from which to build your investment portfolio from the ground up. Would that rebuilt portfolio look the same...
ANN
James Marlay
Livewire Markets
Rapid Fire

What you can expect from dividends, tech and Taiwan in 2022

Epoch Investment Partners' John Tobin is adamant he's not a stock-picker, but he's certainly backed a couple of winning global businesses over the last few years. ...
Livewire Exclusive
Livewire Markets
Rapid Fire

Storm clouds are gathering over equity markets

Earlier this year, David Moberley from Paradice Investment Management said he was keen to put the macro aside and get back into stock picking. But sometimes markets...
ANN
BHP
+5
Patrick Poke
A Rich Life
Rapid Fire

Simon Conn's 3 favourite small caps for 2022 and beyond

Investors with a penchant for small caps may know of Simon Conn, the long-standing senior portfolio manager of Investors Mutual's small and mid-cap funds. In this...
BGA
EVT
+5
Ally Selby
Livewire Markets
Rapid Fire

Beneath the surface of the Aussie market, compelling value has emerged

At a headline level, stocks are down around 11% since the end of last year, but this belies the fact that many company valuations have seen falls in the order of 30%,...
Livewire Exclusive
Livewire Markets
Rapid Fire

Bonds aren't about to disappear. Here's why

By almost anyone’s measure, 330 years is an impressive lifespan. And with the first-ever government bond issued by the Bank of England in 1693, it’s unlikely the fixed...
Glenn Freeman
Livewire Markets
Rapid Fire

Ben Clark: 7 stocks for when the market comes "roaring back"

Companies with tailwinds to ride the reopening and continued capacity to keep growing earnings are the stocks you should be considering now, says Ben Clark from TMS...
APX
IEL
MQG
+6
James Marlay
Livewire Markets
Rapid Fire

The end of a four-decade bull market (and where to invest now)

The yield on the Australian 10-year government bond has reached 2.7%, its highest level in years, as central banks around the world move to stymie inflation. Last...
Ally Selby
Livewire Markets
Rapid Fire

The companies that Wall Street legend Jim Chanos is shorting in 2022

In case you missed it… Livewire’s Ally Selby recently spoke with Wall Street legend, Jim Chanos, to get his views on the Ukraine conflict, equity markets, and short...
SQ2
Ally Selby
Livewire Markets
Rapid Fire

The Fund that other fundies are backing (and their favourite stocks)

We recently pressed some of the country's finest fund managers to name one peer (or competitor) that they would be happy to invest their own savings with, if not their...
Ally Selby
Livewire Markets
Rapid Fire

The stocks to own as inflation rises

The ‘Value versus Growth’ argument is often presented as a dichotomy. Either you buy “bombed out cyclicals” or low multiples, or you buy high-growth, often...
Patrick Poke
A Rich Life
Rapid Fire

Three microcaps to beat the macro blues

In this wire, Spheria’s Marcus Burns explores how microcaps are weathering 2022's early headwinds, and how they performed during reporting season. He also offers three...
MAD
NZM
+4
Matt Buchanan
Matt Buchanan
Rapid Fire

Why construction development is set to rise, and how you can benefit

Spotting property assets that are beneficiaries of rising inflation and hiking interest rates is the key to success in this asset class, says Andrew Schwartz from...
Glenn Freeman
Livewire Markets
Rapid Fire

What you can expect as rates rise

The market is projecting the Australian cash rate to rise to 1.20% by the end of the year, this implies that the RBA hikes 4.5 times on current numbers. Interestingly,...
Livewire Exclusive
Livewire Markets
Rapid Fire

How long will the good times last for Value?

With inflation remaining stubbornly high, and central banks beginning to tighten policy, attention has again turned to the Value versus Growth dichotomy. But the...
CPU
Patrick Poke
A Rich Life
Rapid Fire

Property: an old asset class for a new world

Property might not have the same level of excitement as some other asset classes. But as Andrew Parsons, Chief Investment Officer of Resolution Capital, explains, it's...
David Thornton
Livewire Markets
Rapid Fire

How the new-look Monash fund is positioned for more “cracking” returns

One of the nice guys of Australian funds management, Simon Shields, principal and co-founder of Monash Investors Limited, is also a very astute stock picker. Last May,...
KGN
Glenn Freeman
Livewire Markets
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