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Views from the Top

Buying unloved companies put this fund manager on top. Here's what he likes now

From ASX small-caps to US exceptionalism, share markets are changing faster then ever. Steve Johnson explains why and how to adapt.
PLT
Tom Richardson
Livewire Markets
Views from the Top

What it means to be a true contrarian (and two stock picks from a seasoned practitioner)

With global markets priced for perfection opportunities are rife for contrarians - although the investment style is not for the fainthearted
Chris Conway
Livewire Markets
Views from the Top

One of the best times to buy infrastructure stocks in the last 30 years is happening right now

Warryn Robertson of Lazard Asset Management also tells us which infrastructure stock is the highest quality pick in the world.
ALX
TCL
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Livewire Exclusive
Livewire Markets
Views from the Top

2025 will provide a reality check for markets - and these assets could benefit the most

Plus, why Trump's second era of tariffs may not have as consequential an impact as markets fear.
Hans Lee
Livewire Markets
Views from the Top

Why Anthony Aboud isn’t shorting the Big Four Banks

Perpetual's Anthony Aboud argues shorting decisions should be more than valuation based and shares the opportunities he's watching.
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Sara Allen
Livewire Markets
Views from the Top

Why Geoff Wilson is keeping some dry powder for the coming cycle

The veteran investor shares his lessons and anecdotes from his journey, along with why he is holding dry powder for the coming cycle.
Ally Selby
Livewire Markets
Views from the Top

Bianca Ogden: This is a new biotech boom

Platinum Asset Management's biotech specialist Dr Bianca Ogden outlines the major opportunities she is seeing in the sector.
Ally Selby
Livewire Markets
Views from the Top

Hofflin: You’re getting a second chance

High multiples on the ASX are presenting a painful scenario that has played out multiple times before says Lazard's Dr Philipp Hofflin.
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James Marlay
Livewire Markets
Views from the Top

Morgan Stanley’s Chris Nicol on equity strategy, rates, the Aussie dollar, and capital management

In this wide-ranging interview, Nicol unpacks the key factors impacting markets right now and what they could mean for your portfolio.
Chris Conway
Livewire Markets
Views from the Top

Why it's critical investors understand why opportunities present themselves

KKR's Richard Schoenfeld outlines why understanding the technicals is just as important as identifying where the opportunity is itself.
Ally Selby
Livewire Markets
Views from the Top

Why this 25-year veteran is dancing close to the exit

Antares is celebrating 30 years - Head of Equities Nick Pashias has been there for 25 of them. Here, he shares his long-term perspecitve.
HMC
Chris Conway
Livewire Markets
Views from the Top

The factor you should be focusing on to understand what markets do next

There is one key factor investors should focus on, according to Jay Sivapalan. Here, he explains what it is and how he is investing.
Chris Conway
Livewire Markets
Views from the Top

8 leading investors share the lessons they learned on their way to the top of their game

A compilation of lessons from our long-form video series, Views from the Top.
Hans Lee
Livewire Markets
Views from the Top

Why you should play the long game on this big market theme

Plus, will long-suffering shareholders with diamond hands be rewarded for their investment in this sector?
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Hans Lee
Livewire Markets
Views from the Top

The 2 reasons why Lazard's Ron Temple would still buy stocks over bonds

Ron Temple, Lazard's Chief Market Strategist, is doubling down on a view he shared with us six months ago.
Hans Lee
Livewire Markets
Views from the Top

This investor is taking profits as markets reach a crucial "turning point"

Neuberger Berman's Adam Grotzinger says we are at a turning point that all investors should be paying attention to.
Hans Lee
Livewire Markets
Views from the Top

Oberg: It's time to add risk in small caps

There are signs of life for small-cap investors. Here's how Oscar Oberg is positioning the Wilson Asset Management portfolios.
EML
GEM
HLS
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James Marlay
Livewire Markets
Views from the Top

Bobby Yazdani’s best ideas lie beyond the hype of generative AI

San Francisco based Cota Capital is deploying capital in enterprise technology solving new problems from the AI fueled supercycle.
James Marlay
Livewire Markets
Views from the Top

Why private markets are fast becoming the new "traditional asset class"

This asset class has tripled over the last 10 years to US$15 trillion... And there's no sign that will slow anytime soon.
Ally Selby
Livewire Markets
Views from the Top

Christopher Joye: How investors can prepare ahead of a second "humiliating" RBA rate hiking cycle

The Coolabah Capital Investments Co-Founder and CIO also tells us why he thinks the RBA will be "humiliated" into more rate hikes.
Hans Lee
Livewire Markets
Views from the Top

High-quality, defensive equities a hunting ground for this multi-asset investor

Elston Asset Management co-founder and PM, Bruce Williams, shares insights from his near 30 years in markets in this Views From the Top.
RMD
Chris Conway
Livewire Markets
Views from the Top

From GFC to almost $9 billion: How Qualitas is helping shape real estate investment

40 years in markets, 16 years running a business, more than 100% growth in committed capital since the 2021 IPO – Andrew Schwartz & Qualitas
QAL
Chris Conway
Livewire Markets
Views from the Top

The quiet achiever who has returned 102% in just 5 years

QVG Capital's Josh Clark has a simple formula for investing and it seems to be working.
CAR
EML
+2
James Marlay
Livewire Markets
Views from the Top

All-time highs no bother for those playing in small and mid cap space

With markets at all time highs, one might think there is little value to be found. That's not the case in SMID-caps according to Qiao Ma.
Chris Conway
Livewire Markets
Views from the Top

Have you been burned by the stock market's wild ride? This investor may be able to help

Dr Christian Baylis, CIO and Founder at Fortlake Asset Management has seen a few cycles. Here is his advice on navigating this market.
Hans Lee
Livewire Markets
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