Rapid Fire

Steve Johnson: The search for extreme dislocations

When Walter Schloss founded the funds management firm that bore his name in 1955, markets were a very different place. Schloss harnessed the power of Ben Graham's...
The Rules of Investing
Livewire Markets
Rapid Fire

Credit Suisse unveils the ABC portfolio

Despite a 17 per cent drawdown in the wake of the GFC, Andrew McAuley the CIO at Credit Suisse, says it took just 12 months to for their portfolios to bounce back. Not...
James Marlay
Livewire Markets
Rapid Fire

The DNA of a bona fide contrarian

"As soon as you start to get comfortable in a particular stock or company, we're generally selling and finding the next uncomfortable thing to own." That’s the...
OSH
Livewire Exclusive
Livewire Markets
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Aitken: Trade wars present ‘tremendous opportunity’

Charlie Aitken has a simple investment philosophy: Build a concentrated portfolio of the world's best companies in structural growth sectors. And for this week’s...
The Rules of Investing
Livewire Markets
Rapid Fire

The biggest themes in global natural resources today

The global natural resources sector, including mining and energy as well as agriculture, is about four times bigger than the entire Australian equity market. Sifting...
Alex Cowie
Alex Cowie
Rapid Fire

Ben Griffiths: Markets are at an inflection point

When Isaac Newton first posited that an object in motion would stay in motion unless acted upon, he probably wasn't thinking of stock markets. But hundreds of years...
APT
BHP
The Rules of Investing
Livewire Markets
Rapid Fire

I'm the person buying the stocks that will make you feel marginally sick

Nick Kirrage admits he was never a gifted athlete but nevertheless last year completed the ‘Marathon Des Sables’, a 254km ultra-marathon across the Sahara Desert. A...
S32
Alex Cowie
Alex Cowie
Rapid Fire

Why Ronni Chalmers likes to play the long game

Ronni Chalmers is the CIO of CBG Asset Management winner of the 2013 Golden Calf Award for best performing boutique that year. The CBG Australian Equities Fund has had...
James Marlay
Livewire Markets
Rapid Fire

Qiao Ma: The difference between a trader and an investor

It's not everyday that you discover a fund with truly eye catching performance. When I recently pulled up the track record of the Cooper Investors Asian Tiger Fund,...
James Marlay
Livewire Markets
Rapid Fire

Why we still back Buffett

With the climate of political polarisation, an unprecedented shift in monetary policy, and trade wars all impacting markets globally, you need a safe pair of hands...
Alex Cowie
Alex Cowie
Rapid Fire

Finding the next Macquarie Bank

Finding cheap stocks this late in the cycle is getting harder and harder. Index funds have bid up the prices of large-cap stocks to levels not seen since the tech...
APT
+3
The Rules of Investing
Livewire Markets
Rapid Fire

Braitling: Valuation has never mattered less...

On the 23rd of May, eight fund managers will present their best ideas at The Future Generation Investment Forum. The line up this year looks exceptional and boasts a...
APT
+3
James Marlay
Livewire Markets
Rapid Fire

Dr Philipp Hofflin: Beware of the widest moats

Dr Philipp Hofflin was a late starter when it came to investing. That’s because he dedicated years of his life to academic study, ultimately earning a PhD in...
AWC
James Marlay
Livewire Markets
Rapid Fire

The best investors buck consensus thinking

During his recent visit to Sydney, Kevin Charleston, Chairman, President and CEO of Loomis Sayles & Company, a Boston-based asset manager with $250 billion under...
Alex Cowie
Alex Cowie
Rapid Fire

Why a world of opportunity awaits bond investors

There is an amazing breadth of opportunity in global fixed income, with many investors not realizing the sheer volume of trading that takes place and the size of bond...
James Marlay
Livewire Markets
Rapid Fire

Finding future leaders (and why we still like Altium...)

Fidelity's Future Leaders Fund recently made history when it won Morningstar’s small-cap Aussie equities ‘Fund Manager of the Year’ award for the second consecutive...
ALU
COH
CSL
+1
Livewire Exclusive
Livewire Markets
Rapid Fire

A century of dividends

In the last 117 years, Australia has seen two World Wars, the Great Depression, the introduction of the motor car, 30 Prime Ministers, and every year, Washington H...
BKW
+1
The Rules of Investing
Livewire Markets
Rapid Fire

Simon Doyle: Solving the portfolio puzzle

In 2007, Simon Doyle found himself in a tricky situation, confronted by a room of agitated investors. The returns of his portfolio, whilst positive, had not kept up...
James Marlay
Livewire Markets
Rapid Fire

Podcast: The hottest investment theme on Earth

When Al Gore’s “An Inconvenient Truth” was released 13 years ago, it brought the issue of climate change to the fore of people’s minds around the world. It might...
The Rules of Investing
Livewire Markets
Rapid Fire

Podcast: Investing in Global Disruption with Jeff Cole

This week’s guest on the podcast is Jeff Cole, Founder and Director of The Center for the Digital Future, and a member of the investment committee for the E&P Global...
The Rules of Investing
Livewire Markets
Rapid Fire

Vimal Gor: The world can’t handle higher rates

Vimal Gor, Head of Bond, Income and Defensive Strategies at Pendal Group, says there’s just one fundamental driver of all asset prices. That driver is liquidity and...
James Marlay
Livewire Markets
Rapid Fire

Padley: The problem with "buy and hold"

Popular wisdom from the likes of Warren Buffett, Jack Bogle, and Burton Malkiel (author of A Random Walk Down Wall Street) states that it's near-impossible to...
ASX
CYB
IRE
+3
The Rules of Investing
Livewire Markets
Rapid Fire

Cooper reviews the Cooper Review

10 years ago, Jeremy Cooper, now Chairman of Retirement Income at Challenger, chaired the Federal Government’s Super System Review, commonly known as the Cooper...
CGF
The Rules of Investing
Livewire Markets
Rapid Fire

What keeps Charlie Jamieson up at night?

Do you remember last year when US 10-year government bonds cracked 3%? I do. Everyone started talking about flattening yield curves, a potential recession in the US...
James Marlay
Livewire Markets
Rapid Fire

7 questions with Roger Montgomery

For two years now, Roger Montgomery has been warning investors of a pending housing crash. While these claims were initially met with scepticism, as the data has...
ALU
AMP
+14
Livewire Exclusive
Livewire Markets
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