ASX:GEM

G8 EDUCATION LIMITED

Asset Allocation
Scott Williams

East Coasters can learn a lot by looking West - the home of the Boom & Bust! Because West Australia's economy is typically driven by the mining sector, it is very cyclical in nature. When iron ore and commodity prices crashed around 2012, so too did the WA economy. Show More

Fund Manager Q&A
Patrick Poke

As volatility has picked up in recent months, many investors who thought they were protected in a down-market have quickly discovered otherwise. Asset consultants have discussed the value of finding genuinely uncorrelated returns, while also acknowledging the difficulty of finding them. One Livewire contributor who’s managed to put in solid performance... Show More

NAOS Asset Management

“So much of investing these days considers only the short run that I think there’s great scope for superior active investors to make value-additive decisions concerning the long run” Howard Marks, Co-founder/Co-Chairman, Oaktree Asset Management Show More

Let's be brutally honest about this: too many investors, both professional and retail, have been focusing on finding value among (apparently) cheaply-priced equities during a time when the share market was making a decisive swing in the opposite direction. Show More

James Gerrish

A bullish day overall despite the market only adding +9pts, it was the strong move up from the daily lows (+34pts) that caught the eye - CBA interesting here and its starting to look reasonable from a technical standpoint as it enters a seasonally strong period (as discussed in the... Show More

NAOS Asset Management

CEO’s and business leaders' comments can provide valuable insights and provide a greater understanding of the current investment environment and key trends that may be emerging. Below are 22 quotes from the week which in our view detail some of the most important and prominent industry trends and economic factors... Show More