Rapid Fire

A rich vein of quality stocks in a crazy market

As a global investor, Ned Bell of Bell Asset Management invests across the board but it’s the small to mid-cap (SMID) space that most excites him. Here he finds a...
Livewire Exclusive
Livewire Markets
Rapid Fire

They’re cheap, high-returning, low risk – and they aren’t stocks

It's a relatively unknown asset class locally, but convertible bonds, which combine characteristics of both equities and bonds, held up remarkably well during the...
Patrick Poke
A Rich Life
Rapid Fire

Australia to benefit from global search for yield

With Australia on the path to recovery and the second wave apparently arrested, all eyes yesterday were on the Federal government and the RBA as they handed down the...
Patrick Poke
A Rich Life
Rapid Fire

Paul Taylor: What to do when crisis becomes the norm

23 years at Fidelity has exposed Paul Taylor to a raft of industry heavyweights and market-shaping crises. Working with names such as Peter Lynch and Anthony Bolton...
Livewire Exclusive
Livewire Markets
Rapid Fire

The unsung heroes of Qiao Ma’s portfolio

It wasn’t that long ago that investing in Asia was a foreign concept to most investors. More recently, the rise of national champions like Alibaba, Tencent and...
James Marlay
Livewire Markets
Rapid Fire

Matt Haupt’s customised shopping list that identifies winners

WAM Leaders Lead Portfolio Manager Matthew Haupt knows what a challenging time it’s been for investors, especially following the recent reporting season that saw a...
COL
FMG
+12
Livewire Exclusive
Livewire Markets
Rapid Fire

Value and growth traps: How to avoid both and beat the market

Previously an actuary, Andrew Martin knows the importance of “valuing future financial risk" within investing better than most, especially in a world of relentless...
APT
APX
MP1
+3
Livewire Exclusive
Livewire Markets
Rapid Fire

Sink or swim: Valuation critical in finding future quality

Catastrophe tends to bring out the best and worst in humanity – we’ve certainly seen this in 2020 as pandemic lockdowns of various kinds were instigated around the...
Glenn Freeman
Livewire Markets
Rapid Fire

2 property trusts offering reliable income

While many banks and industrial companies are reducing or cancelling their dividends altogether this year, Australian Real Estate Investment Trusts (AREITS) still...
AVN
CHC
+5
Patrick Poke
A Rich Life
Rapid Fire

One key risk that's not been priced in

In an increasingly interconnected world, asset prices tend to move more in sync. Once, a simple asset allocation to traditional bonds and equities could provide...
Patrick Poke
A Rich Life
Rapid Fire

Online life, work and play: Picking post-pandemic winners

For all the devastation coronavirus has wreaked, the rapid acceleration it has spurred in virtual working, streaming of music and movies and online shopping present...
Glenn Freeman
Livewire Markets
Rapid Fire

Don’t cave in to the noise: A-REIT and infrastructure proving resilient

It’s only natural that investors are feeling nervous about the future of A-REIT and infrastructure sectors (outside of industrial and utility stocks). Since the...
DXS
GMG
GPT
+7
Vishal Teckchandani
Livewire Markets
Rapid Fire

Tech Arms Race: Is China already winning?

Names like George Soros, Howard Marks and Ashok Jacob are recognisable to most investors. Mary Manning has the unique experience of working inside the investment...
James Marlay
Livewire Markets
Rapid Fire

Structural shifts have yet to be priced in

If you’re like me, you’re getting sick of hearing about ‘the new normal’. A life post COVID-19, either with the presence of a vaccine, or permanent social distancing....
Bella Kidman
Bella Kidman
Livewire Markets
Rapid Fire
Sponsored

L1 Capital’s ‘no-brainer’ investment opportunity

In 2016, Kee Gan approached Mark Landau and Rafi Lamm, the co-founders of L1 Capital, with a unique investment proposition. London based Gan had uncovered some...
Livewire Exclusive
Livewire Markets
Rapid Fire

Rudi’s pandemic proof portfolio

Rudi Filapek-Vandyck has been analysing stocks for over 18 years, more recently he has applied this knowledge to constructing and managing his own ‘All-Weather’...
AMC
APA
APT
+14
James Marlay
Livewire Markets
Rapid Fire

In investing, humility is the secret ingredient to success

Heading into the pandemic, Romano Sala Tenna and the team at Katana Asset Management were already carrying higher cash levels. This put them in a prime position to...
DCN
+9
Patrick Poke
A Rich Life
Rapid Fire

A once-in-a-generation opportunity

The world faces two huge challenges right now: one short term (COVID-19), and one long term (climate change). But could the former offer an opportunity to deal with...
Livewire Exclusive
Livewire Markets
Rapid Fire

Pulling the trigger

Uncertainty creates opportunity but the best decisions rarely feel comfortable. For Vince Pezzullo, Deputy Head of Equities at Perpetual and Portfolio Manager of...
AUB
James Marlay
Livewire Markets
Rapid Fire

The winners and losers from this crisis

Challenging periods, like the one we’ve just been through, are what separate the wheat from the chaff in the business world. While some firms were slow to implement...
Patrick Poke
A Rich Life
Rapid Fire

Is it time to jump into the equities rally?

The pace of the rally since March has left many investors with a severe case of FOMO, questioning whether chasing equity markets is the right approach. Simon Doyle,...
Patrick Poke
A Rich Life
Rapid Fire

Investing in uncomfortable opportunities

What one investor may consider a contrarian idea now, may have incredible rewards in the future. Take SEEK for example, a contrarian idea back in 2014, yet now...
LLC
QAN
SEK
+1
Bella Kidman
Bella Kidman
Livewire Markets
Rapid Fire

Building your portfolio in a FOMO economy

"It does feel like FOMO is back": Those few words encapsulate just how worried Rhett Kessler, the CIO of Pengana Capital, is about markets right now. Sentiment has...
APT
+7
Livewire Exclusive
Livewire Markets
Rapid Fire

The best way to deal with a crisis

Since the depths of pessimism in late March, the ASX200 has gained over a third in value and traded lower in only one of the last twelve weeks. No one could have...
ASB
James Marlay
Livewire Markets
Rapid Fire

Recession-proof investing

Despite the unpredictability of global markets, investing is about owning companies that aren’t affected by volatility, says Bruno Paulson, Portfolio Manager of Morgan...
Bella Kidman
Bella Kidman
Livewire Markets
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