Patrick Poke

It’s been an exciting quarter at Livewire; we’ve hosted the second Livewire Live investor forum at the ASX’s Exchange Square, and contributors have submitted more than 1,000 wires to the website. Financial markets have been no less interesting as they seesawed before and after the UK referendum, market commentators continued to speculate about the future of ‘unconventional monetary policy,’ and in Australia, it seems a 21st Century gold rush has taken off. While markets are in a virtual blackout as fund managers and public companies alike prepare annual reports, we’ve seized the opportunity to look back at the most popular contributed wires in the June quarter. Includes wires from Bell Potter, Newgate Capital, Clime Asset Management, Loftus Peak and more.

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How to spot the next housing correction

Tim Hannon, Chief Investment Officer, Newgate Capital

It’s been so long since the last housing correction that predicting the next one has become somewhat of a national pastime. This easy-to-understand article shows exactly what you should be keeping an eye on with plenty of charts to illustrate the point.  (VIEW LINK)

2 quality stocks for your watch list

Adrian Ezquerro, Senior Analyst, Clime Asset Management

Market themes and stock ideas are always popular topics on Livewire; this article combines both of them as it looks at two stocks exposed to an ageing population.  (VIEW LINK)

How companies are deceiving their investors

Alex Pollak, CEO & CIO, Loftus Peak

As a ‘perfect storm of disruption’ approaches our shores, Alex Pollak takes aim at the management of the incumbents and explains why they are failing to respond appropriately.  (VIEW LINK)

Currency wars

Hugh Dive, Portfolio Manager, Aurora Funds

Hugh Dive provides a history of the AUD/US and looks at some of the current drivers of the currency. Most interestingly however, he shares some of the winners and losers from a falling AUD.  (VIEW LINK)

The mining boom has started

Hedley Widdup, Portfolio Manager, Lion Selection Group

After a five-year bear market in commodities and countless false starts, it took a brave person to call a new cycle. Includes some engaging visuals, and their view on the best commodity to be exposed to.  (VIEW LINK)

Lithium market going from strength to strength

Paragon Funds

Moving on from gold to the other hot-commodity of 2016; lithium. Both sectors have been booming, with hundreds of millions of fresh capital raised, and share price increases of 100%+ for the year-to-date. Paragon Funds were early movers on this theme. In this article they discuss the continuing strength in the sector and review two of their holdings.  (VIEW LINK)

The leader in film industry software

Pie Funds

Software for industrial purposes is another theme that has been running hot this year, as stocks like Gentrack, Technology One, Aconex, and Hansen Technology have all outperformed the ASX this year. Pie Funds share their view on the ‘Microsoft of cinema.’  (VIEW LINK)

An enhanced yield strategy

Peter Quinton, Head of Research, Bell Potter

As bond yields continue their march lower, Peter Quinton shares a strategy they think is superior to a traditional yield strategy. He also shares the nine stocks that meet these criteria.  (VIEW LINK)

Some LICs we love right now

Affluence Funds Management

Affluence specialise in choosing fund managers – both listed and unlisted. In this post they share six of their current favourite LICs. As a side note, each one of the managers mentioned are Livewire contributors, so their post history is free to be trawled if one catches your attention.  (VIEW LINK)

A view from London

Miles Staude, Fund Manager, Global Value Fund

You might be suffering from a case of ‘Brexhaustion’ by now, but if you only read one article about Brexit, make it this one. Miles Staude’s is a UK-based manager, but his Global Value Fund is listed on the ASX.  (VIEW LINK)



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