Rapid Fire

Coronavirus has redefined prime property

The property market catchcry "location, location, location" has been disrupted by coronavirus, according to Andrew Schwartz, Group Managing Director of property debt...
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Livewire Markets
Rapid Fire

5 reasons this fundie is bullish right now

2019 feels like a distant memory. In case you forgot, it was a bumper year for equities with ~20% returns across most stock indices. WAAAX stocks were defying gravity,...
APT
IEL
KGN
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Livewire Markets
Rapid Fire

This isn't stimulus... it's compensation

Whether you think the pandemic was a black swan, a white swan or a pink one, the fact is that no one started 2020 with their portfolios positioned for a bowl of bat...
Alex Cowie
Alex Cowie
Rapid Fire

This rally is a little too fast, too furious for Tom Millner's liking

Tom Millner of Contact Asset Management was already cautious heading into 2020 given the ASX's pre-coronavirus surge was being driven by investors hungry for yield. In...
ASX
BHP
+12
Vishal Teckchandani
Livewire
Rapid Fire

No guidebook for this crisis

With over 40 years of experience in financial markets, Paul Xiradis from Ausbil Investment Management has seen more than his fair share of market...
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Livewire Markets
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Octopus: The fund with all 8 arms on this $170 billion thematic

While some developed countries have already kicked the habit, Australia still uses coal to generate the vast majority of its power. But things are about to change...
Alex Cowie
Alex Cowie
Rapid Fire

To end the health crisis, we may begin a debt crisis

Even before COVID-19 changed the world, Tony Cousins of multi-asset and global equities manager Pyrford International was feeling pretty nervous heading into 2020. "We...
Livewire Exclusive
Livewire Markets
Rapid Fire

What's next for AREITs?

Australian Real Estate Investment Trusts (AREIT) have been the best-performing asset class during eight of the last twenty years, and have performed well in most of...
SCG
Alex Cowie
Alex Cowie
Rapid Fire

Don't let your portfolio get burnt

Devastating events such as the recent bushfires, which impacted approximately 80% of Australians in some way and charred ~20% of total forest cover in our nation, have...
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Livewire Markets
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He called the crash (so what comes next?)

The Australia Day long weekend feels like a lifetime ago now. Back then, there were just 400 cases of Coronavirus, all of which were in some far off place called...
Alex Cowie
Alex Cowie
Rapid Fire

One trap that could compound your pain

In times like this, asset allocation makes an outsized impact on your overall returns. An investor with a portfolio of stocks that have outperformed equity markets is...
Patrick Poke
Patrick Poke
Livewire Markets
Rapid Fire

8 more icebergs right up ahead

In October last year, Jerome Lander wrote a wire titled "How to invest productively in the coming recession we have to have". At the time, equity markets were...
Alex Cowie
Alex Cowie
Rapid Fire

Monetary madness and the world of 'Alice in Wonderland' economics

Everything going on is nuts. Greek bonds are yielding less that Australian bonds, QE is on the cards from the RBA and the S&P500 is trading on a lofty 18 times forward...
James Marlay
Livewire Markets
Rapid Fire

Where this $4 trillion asset manager is investing

State Street Global Advisors is the 4th largest asset manager globally with a mind boggling US$2.9 trillion (A$4.2 trillion) in assets under management. The firm is...
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Livewire Markets
Rapid Fire

The real money to be made is in private companies

The real money with growth-stage companies is often made by investing when they are still private. As an extreme example, some investors turned a $5,000 investment...
Alex Cowie
Alex Cowie
Rapid Fire

Actively hunting for hidden gems in EM

Emerging markets have been in the headlines for all the wrong reasons; slowing growth, trade tensions and political risks. However, they can also offer deep value,...
Alex Cowie
Alex Cowie
Rapid Fire

High conviction: The purist's way to invest

In 2006, David Pace, Matthew Ryland and Marc Hester decided to leave their jobs at Merrill Lynch to found Greencape Capital. Less than a year later, the GFC rocked...
CSL
+4
Patrick Poke
Patrick Poke
Livewire Markets
Rapid Fire

Where to find growing companies at a reasonable price

In today’s low-growth world, companies that can grow their earnings attract a premium. Whether it’s emerging Australian companies like Afterpay and Appen, big US tech...
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Livewire Markets
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Catherine Allfrey talks winners, losers and white swans

It’s not every day that you sit down with a member of the Australian fund managers hall of fame, let alone the first woman to be inducted. As a 20-year-old female,...
EML
+3
Bella Kidman
Bella Kidman
Livewire Markets
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Padley: The 9-point checklist for a perfect portfolio

If you wrote a list of your New Year's investment resolutions, what would you include? Trade less? Avoid microcaps? Diversify more? Go global? Hold less cash? There...
ALU
APT
+8
Alex Cowie
Alex Cowie
Rapid Fire

Profit is an opinion, cash is a fact

Not many people get to meet an investing legend in their lifetime, let alone someone who pioneered markets like Peter Lynch, but as a graduate on Fidelity's analyst...
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Livewire Markets
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10 questions with Mark Landau from L1 Capital

Mark Landau is the joint Chief Investment Officer of Melbourne based boutique fund manager L1 Capital. L1 manages five strategies across global equities, Australian...
BLD
DOW
+5
James Marlay
Livewire Markets
Rapid Fire

Jun Bei Liu: Never stop learning

Jun Bei Liu has a passion for learning. Born and raised in China she learnt how to speak English and moved to Australia to complete her tertiary education at UNSW....
IEL
+2
James Marlay
Livewire Markets
Rapid Fire

Totus: ‘Cash Earners’ vs 'Cash Burners’

Ben McGarry’s formative years as an investor were spent on the ‘sell side’ pitching ideas to local fund managers. It was during this time that he met Phil Mathews, a...
ALU
APT
APX
+3
James Marlay
Livewire Markets
Rapid Fire

Matt Haupt loves macro, big stocks and fast cars

Over the past 20 years Wilson Asset Management has earned a reputation for identifying undervalued growth companies, typically in the smaller end of the market. In...
+1
James Marlay
Livewire Markets
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