Mathan Somasundaram

Local market closed slightly positive while sentiment remains weak. Gold outlook continues to improve with rising macro risk and weakening USD. Can the underperforming fund managers miss the third cycle in 12mth? FOMO in gold coming!!! Globally central banks are all talking about better inflation and potential rate rise in... Show More

Livewire Exclusive

With reporting season picking up pace, Livewire interviewed Rudi Filapek-Vandyck, Editor of FN Arena. Rudi has kindly allowed Livewire to publish his ‘Reporting Season Monitor’ for Livewire readers each week, and ahead of this, we interviewed him to get his thoughts of how this season might unfold. He makes the... Show More

Buy Hold Sell

It has been the surprise story for 2016. A bottoming in commodity prices triggered an aggressive bounce in resources stocks and the services companies exposed the sector. The moves were so swift that many investors haven’t participated in the gains. As Steve Johnson quipped earlier this year, “It is uncertainty... Show More

Livewire Exclusive

In a fascinating interaction at second Livewire Live investor forum last week, Geoff Wilson from Wilson Asset Management and Ben Griffiths from Eley Griffiths Group agreed that the worst could be over for mining services companies. Geoff Wilson went as far as saying that they had recently taken up positions... Show More

Livewire Exclusive

Last week, Livewire Markets, in conjunction with Bell Direct and ASX, presented the second Livewire Live investor conference to a sold-out crowd of 250 investors at the ASX in Sydney. The event provided investors with a unique opportunity to hear how 14 of Australia’s most respected investors have been making... Show More

Tim Kelley

One of the ways we try to take advantage of technology to improve our investment process is with machine learning algorithms.  In simple terms, we gather large amounts of historical data and using that data we “teach” a computer system to distinguish between good investments and weaker ones by finding... Show More