Rapid Fire

Boom! Goes the commodities cycle

The global economy is firing up, inflation is on the rise, and over US$30 trillion will need to be spent on decarbonizing the grid in the coming years, if we’re to...
BOE
FMG
+8
Patrick Poke
A Rich Life
Rapid Fire

Where will all the stimulus go?

Tailwinds for investors can take many forms, and they are worth seeking out. For example, falling bond yields have been an enduring tailwind for long-duration assets,...
James Marlay
Livewire Markets
Rapid Fire

It's time to wake up and face the music

Low interest rates, excessive amounts of stimulus and multiple COVID-19 vaccines... is this what paradise looks like? It probably should be, but when you combine these...
CSR
DTL
+7
Bella Kidman
Bella Kidman
Livewire Markets
Rapid Fire

Global small caps key to riding the recovery

Global small caps have had a bonza 12 months, having well and truly recovered from their COVID-lows. And while big tech and speculative investment vehicles like SPACs...
Livewire Exclusive
Livewire Markets
Rapid Fire

How to invest in property without buying property

It's not enough to say Australians can't get enough of property: we are obsessed with it. House prices are rising, industrial is heating up and commercial has found...
Mia Kwok
Mia Kwok
Livewire Markets
Rapid Fire

The sound of a trillion dollars knocking

The announcement that Victoria’s Yallourn power station, a coal-fired plant that currently provides up to 20% of the state’s energy needs, will be closing in 2028,...
Livewire Exclusive
Livewire Markets
Rapid Fire

Stock-picking secrets from the market masters

High stock prices aren’t necessarily expensive, embrace a buy-and-hold mentality, and don’t spread your net too wide: these are core principles for Hyperion’s CIO and...
APT
+2
Livewire Exclusive
Livewire Markets
Rapid Fire

Where to find growth if inflation stays lower for longer

For investors at least, central banks have arguably become as important as the economies they oversee, as markets fixate on the ebb and flow of government bond-buying...
Glenn Freeman
Livewire Markets
Rapid Fire

An investment with half the risk of equities

Shut up and take my money. What? Well, it's likely the first thing I would have said to you if you had told me that I could invest in an asset that could generate...
Ally Selby
Livewire Markets
Rapid Fire

Dundas: An unusually simple - and successful - strategy

If you had to focus on just one metric to succeed in investing, what would it be? It's a hypothetical question, of course. However, in a world filled with shiny new...
CSL
+3
James Marlay
Livewire Markets
Rapid Fire

PIMCO: It’s time to embrace lower rates

For some, the RBA’s most recent policy move, pegging rates at 0.1%, was a tipping point in their realisation that low rates are here to stay. For Robert Mead, who...
James Marlay
Livewire Markets
Rapid Fire

Ignore the hype and focus on quality

Investors have seen stellar returns in recent years by many growth managers, with strong performances by software, e-commerce, and biotech names pushing indexes to new...
Patrick Poke
A Rich Life
Rapid Fire

Inside Auscap’s epic turnaround

When two talented investors, Tim Carleton and Matt Parker, broke ranks from Goldman Sachs in 2012 and set up Auscap Asset Management, a company whose goal was to...
NCK
+2
James Marlay
Livewire Markets
Rapid Fire

5 key lessons on investing in emerging companies

Following the strong run in equity markets in the second half of 2020, finding publicly listed growth companies trading at reasonable valuations has become...
Patrick Poke
A Rich Life
Rapid Fire

A baptism of fire: How chaos can help forge clear vision

It was English writer Rudyard Kipling who famously wrote in his poem "If" of the value of "keeping your head when all about you are losing theirs". In a similar vein,...
BPT
ORG
+4
Ally Selby
Livewire Markets
Rapid Fire

Padley: Prepare for a 'quiet bull market'

After a wild year with the shortest bear market and fastest recovery in history, Marcus Padley from Marcus Today suggests things could be quieter in 2021. But that...
Patrick Poke
A Rich Life
Rapid Fire

Bucking bulls, Bond and a boost for the ASX: Shane Oliver's 2021 watchlist

With 2021 just around the corner, vaccine distribution looking promising and a US election put to bed, the bulls of the market are bucking, with little concern of any...
Bella Kidman
Bella Kidman
Livewire Markets
Rapid Fire

Metrics: Where we see opportunities for lending

A desire to forge his own path led Andrew Lockhart from a 26-year career with National Australia Bank to strike out to form what is now one of Australia’s most...
Livewire Exclusive
Livewire Markets
Rapid Fire

Unless we get more RBA QE, Aussie dollar could go to parity with US dollar

Exploiting inefficiencies and finding real alpha in bond markets during an era of low yields is possible says Ying Yi Ann Cheng, Portfolio Management Director at...
+2
Livewire Exclusive
Livewire Markets
Rapid Fire

Stable and steady wins the race

With equities haring away, it's easy to turn a blind eye to the stable and steady tortoise in your periphery. But a defensive play, one with strong diversification to...
Patrick Poke
A Rich Life
Rapid Fire

The allure of Australia has just been enhanced

Dire predictions about an impending real estate crunch and the death of ‘office’ in 2020 have failed to materialise. The latest figures on residential property...
James Marlay
Livewire Markets
Rapid Fire

Markets are at an inflexion point

If you’d never heard of Dean Fergie or Cyan Investment Management before, you’d be forgiven for thinking he was a dyed-in-the-wool value investor after reading this...
APT
KGN
+1
Patrick Poke
A Rich Life
Rapid Fire

Adding value on both sides of the trade

Investor sentiment in the time of COVID has propelled some stocks and disrupted others, in the process creating some once-in-a-lifetime opportunities, says Paradice...
SYD
Livewire Exclusive
Livewire Markets
Rapid Fire

You never know where the next opportunity will come from

In a market that’s been turned upside down by COVID and lockdowns, Jon Moog, Chief Investment Officer of the Pengana Global Small Companies Fund, says it’s critical to...
Patrick Poke
A Rich Life
Rapid Fire

Sticking to his guns: why this fundie shuns Aussie tech stocks

Having started in funds management right after the ’87 crash, Anton Tagliaferro thought he had a good grip on the business cycle. Economies boom, stock prices go up,...
AMC
APT
+11
Livewire Exclusive
Livewire Markets
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