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Professional investors distill techniques to improve and simplify investing.

Education

Making the most of mistakes

For those who fear flying, facts and statistics are likely of little help. But flying has become a lot safer over the decades. The number of incidents for every one...
Alvise Peggion
Alvise Peggion
Forager Funds
Education

7 pieces of wisdom from the 2017 Berkshire letter

The latest Buffett letter was released over the weekend. At 17 pages, it was shorter than we’ve become used to, but there was no lack of wisdom flowing from the...
Patrick Poke
Patrick Poke
Livewire Markets
Rapid Fire

The Rules of Investing: Finding opportunities in unusual places

We all know that big caps are growth-constrained and mid and small caps are where you find the real opportunities in the market. For example, a2 Milk has seen its...
Livewire Exclusive
Livewire Markets
Rapid Fire

Watling: Zombies, Canaries and Cheap Money

In January, market commentary was almost universally bullish. Ray Dalio, the billionaire US Hedge Fund Manager told the audience at the World Economic Forum in Davos...
Livewire Exclusive
Livewire Markets
Rapid Fire

The Rules of Investing: How to make money in small caps

After a rough start to the year in 2017, smaller companies had a stellar run in the back half that once again shone light on the smaller end of the market. With nearly...
BAP
Livewire Exclusive
Livewire Markets
Rapid Fire

Quin: Australia is overdue a recession

Richard Quin, Lead Portfolio manager of Bentham Asset Management, is one of Australia’s most seasoned and successful credit investors. While the asset class remains...
Livewire Exclusive
Livewire Markets
Education

Howard Marks: The Bull and Bear cases

Following Marks’ last memo, many media sources (though not this author) reported that Marks was ‘ultra-bearish’. Some even went as far as to report that he’d said,...
Patrick Poke
Patrick Poke
Livewire Markets
Rapid Fire

The Rules of Investing: Global tech giants

Disruption is everywhere these days. Whether it’s Amazon and Kogan disrupting traditional retail, Facebook and Google disrupting print and television advertising, or...
Livewire Exclusive
Livewire Markets
Education

Livewire Summer School: Going with the flow

There is Fundamental analysis and there is Technical analysis. A lot of investors think it ends there. But there is another body of analysis that is essential to the...
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Marcus Padley
Marcus Today
Rapid Fire

The Rules of Investing: A housing correction, or a crash?

In the first podcast for 2018, Shane Oliver, Head of Investment Strategy and Chief Economist at AMP Capital sits down with Livewire Editor, Patrick Poke. The topic at...
Livewire Exclusive
Livewire Markets
Education

Livewire Summer School: Investing in Australian Small Cap Equities – There’s a better way

There are lots of reasons why investors get excited about small cap stocks, particularly in Australia: the significantly larger opportunity set outside of the top 100...
Greg Cooper
Greg Cooper
Education

Livewire Summer School: Protecting your portfolio from major downturns

One of the lasting impacts 9 years after the global financial crisis is ultra-low interest rates. This is great if you are a borrower, but not great if you are a saver...
Michael O'Dea
Perpetual Asset Management (Australia)
Rapid Fire

The Rules of Investing: The VC's perspective

In Livewire's final podcast for 2017, Livewire's Co-Founder and Managing Director, Tom McKay, sits down with Niki Scevak, Partner and Co-founder of Blackbird Ventures,...
Livewire Exclusive
Livewire Markets
Rapid Fire

Podcast: Bitcoin - The best bull market in finance

A 1640% gain in a calendar year is not something you see very often, but that’s what Bitcoin holders have experienced so far in 2017. Jordan Eliseo, Chief Economist at...
Livewire Exclusive
Livewire Markets
Rapid Fire

Ophir: Growth hides all sins

There was a time when having exposure to companies with offshore earnings was considered a drag for Aussie investors. Today, however, Australia’s most successful...
APT
Livewire Exclusive
Livewire Markets
Education

Livewire Christmas Cracker #2: Weed out the false narrative

In our new 'Christmas Cracker' series, each morning through to Christmas we will bring you a top insight from one of our contributors. These will be diverse and could...
SCG
Livewire Exclusive
Livewire Markets
Expert Insights

Myth Busting: Global shares can’t deliver attractive income

We often hear the benefits of investing offshore, however, accessing attractive dividends is rarely given as one of them. Analysis from the team at Plato Investment...
Livewire Exclusive
Livewire Markets
Education

Buying in an information vacuum

A few weeks ago the International Fund invested in a company that couldn’t even publish its accounts on time. The reason? Management couldn’t finalise its sales...
Alvise Peggion
Alvise Peggion
Forager Funds
Rapid Fire

The timeless tools of investing

The allure of fast money and the ‘fear of missing out’ toy with investors on a daily basis. Right now valuations of companies exposed to themes like electric vehicles,...
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Livewire Exclusive
Livewire Markets
Expert Insights

Our biggest lesson from the GFC

No one wants to catch a falling knife, but once it jabs the floor there’s money to be made. For an early heads-up on when to strike, one way is to track the rate of...
Livewire Exclusive
Livewire Markets
Rapid Fire

Charlie Aitken: Setting the trap

One change in the investment landscape is that markets now only price in the present and there’s no great institutional advantage in access to information. That’s the...
CYB
Livewire Exclusive
Livewire Markets
Education

The BIS says we’ll soon have to pay for our private debt binge

There’s no question Australia’s economy has enjoyed a stellar run. The trouble is, it’s largely been a consumer-based, credit-fuelled growth story. And the Bank of...
Andrew Macken
Montaka Global Investments
Education

Avoid these 11 habits for better performance

For decades, the prevailing view of financial markets was one of rational actors creating efficient prices. In recent years, particularly in the wake of the GFC,...
EML
Livewire Exclusive
Livewire Markets
Education

If it feels good, it probably isn’t

The concept of ‘herding’ is a powerful lesson that investors should not ignore. Herding is the bias that can lead investors to follow the crowd, whether they genuinely...
Nick Kirrage
Schroders
Education

Behavioural economics in theory and practice

In my 30 years as an analyst and fund manager, I have seen recurring business situations and patterns of behaviour that often lead to mispricing by the market. This...
Simon Shields
Monash Investors
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