The Rules of Investing

The property assets still trading at a discount as investors chase growth

Global REITs are trading at rare discounts as investors chase growth. Chris Bedingfield says patience is the edge in property.
SCG
The Rules of Investing
Livewire Markets
The Rules of Investing

Lev Margolin's four-step process for finding structural winners

System Capital’s Lev Margolin reveals how he finds long-term structural winners and four stocks he expects to grow stronger.
The Rules of Investing
Livewire Markets
The Rules of Investing

Inside the Soul Patts compounding machine

With markets running hot, Todd Barlow explains how Soul Patts is buying at lows, holding real assets, and keeping cash ready.
The Rules of Investing
Livewire Markets
The Rules of Investing

Magellan's value picks as sentiment soars

Head of Global Equities Arvid Streimann on staying disciplined when optimism peaks and defensives get ignored.
The Rules of Investing
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The Rules of Investing

Warryn Robertson: The secret to owning the world’s best assets

Warryn Robertson shares the principles behind investing in the world’s best assets — and why definition and price are everything.
The Rules of Investing
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The Rules of Investing

Chris Joye's big contrarian call

Chris Joye sees Trump driving a US boom, long bonds flashing amber, and urges investors to avoid illiquid risks as hybrids roll off.
The Rules of Investing
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The Rules of Investing

Anna Milne: 4 steady performers, 2 fallen angels and the 'must-own' commodity right now

Wilson Asset Management's Anna Milne reveals how the firm is navigating the big moves shaking through the top 200 stocks on the ASX.
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The Rules of Investing

Chris Stott: Why small caps are firing and 5 'Reporting Season Awards'

Small-cap stock picker Chris Stott joins Market Index's Kerry Sun to cover the highs and lows of reporting season for August 2025.
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The Rules of Investing

Lessons from the ‘dark side’ of credit

From GFC-era rescues to $12b in assets, Frank Danieli shares how MA Financial turns hard-won lessons into disciplined credit investing.
The Rules of Investing
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The Rules of Investing

Rudi: It’s not a bubble, AI’s next winners, and what investors are overlooking

Rudi Filapek-Vandyck on sky high valuations, falling earnings and the AI stocks he’s got on his radar
CSL
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The Rules of Investing

Life changing technology meets a structural growth industry

Tech has reshaped how we live. Now it’s changing how we survive. Jacob Celermajer on the medtech shift redefining modern healthcare.
The Rules of Investing
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The Rules of Investing

From cold call to capital giant: The Metrics story in Lockhart’s words

Metrics soars to $30 billion under management amid insatiable demand for private credit.
The Rules of Investing
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The Rules of Investing

Equities up, bonds behaving but what is the US dollar telling investors?

Markets may look calm, but Fidelity’s Niamh Brodie-Machura says investors need to double check their assumptions.
The Rules of Investing
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The Rules of Investing

Mark Mobius: Change is coming and most companies are not prepared

Market veteran Mark Mobius says the rules for investing in emerging markets have changed and so has his approach.
The Rules of Investing
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The Rules of Investing

Vimal Gor on the future of bonds, currencies, and why he thinks shares can rally

Vimal Gor is bullish and expects risk assets to rally as the US Fed cuts rates and liquidity is pumped into the financial system.
The Rules of Investing
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The Rules of Investing

Andrew Mitchell: The market always wins

Ophir’s Andrew Mitchell on growth headwinds, US risks, and the small-cap tech stock flying under the radar.
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The Rules of Investing

Meet David - He’s taking on Australia’s ETF Goliaths (with just 10 stocks and a bold plan)

US technology and low fees are the launch pad for Australia’s newest ETF provider
The Rules of Investing
Livewire Markets
The Rules of Investing

Tough medicine: Trump 2.0 is a structural break for economies and markets

Koda Capital’s Brigette Leckie says tariffs are here to stay and that means a period of adjustment for economies and stocks.
The Rules of Investing
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The Rules of Investing

“We’re buying”: Emma Fisher spots a rare chance to upgrade the portfolio

Airlie’s Emma Fisher on staying calm in a crisis and the stocks she’s been buying as valuations take a hit.
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The Rules of Investing

The world is complex. Beyond the headlines is where the real opportunities lie

Feeling flustered amid the heightened market volatility? Now is the time to stay informed and manage your portfolio.
The Rules of Investing
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The Rules of Investing

Jun Bei Liu: 2 stocks for the bottom drawer and the only realistic scenarios left for 2025

Investors have been rattled by volatility and trade wars. Ten Cap's Jun Bei Liu argues that the outlook hasn't changed dramatically.
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The Rules of Investing

Steve Johnson: Two small caps on a run and the uncovered gems that could be next

Steve Johnson has refined his process for identifying small cap opportunities over 14 years. Here’s what’s catching his eye right now.
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The Rules of Investing

Cuts are coming, equities are full, and Trump is being underestimated by everyone

Yarra Capital's Roy Keenan is a fixed income tragic, with 40+ years in the chair. Here, he shares his take on today's key market themes.
The Rules of Investing
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The Rules of Investing

Fight the FOMO with 4 stocks the herd is overlooking

Momentum is running hot, the winners keep winning and fundamentals don't seem to matter. Here are some tips for keeping your FOMO in check.
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The Rules of Investing

8 stock picks to own for the next 5 years

Top stocks and key lessons from The Rules of Investing 2024 season
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Hans Lee
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