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Professional investors distill techniques to improve and simplify investing.

Expert Insights

Cuffe’s checklist for picking great fundies

Livewire recently caught up with industry veteran Chris Cuffe to get his candid views on the attributes he values most when selecting fund managers. This article...
Livewire Exclusive
Livewire Markets
Education

Seth Klarman’s Six warnings

The iconic value investor, and CEO of $27 billion hedge fund Baupost, Seth Klarman, has lived and breathed markets for 35 years. Today he’s nervous. Here are 6...
Livewire Exclusive
Livewire Markets
Education

6 pieces of advice rarely given to private investors and SMSFs

Managing your own capital on a full-time basis is a constant process of learning and self-improvement that requires conviction in your views and the ability to shut...
Harley Grosser
HD Capital Partners
Rapid Fire

Jack Lowenstein’s 5 rules of investing

Jack Lowenstein, co Chief Investment Officer at Morphic Asset Management has not taken the conventional path into professional investing. Having started his career as...
Livewire Exclusive
Livewire Markets
Expert Insights

Hofflin: One key lesson learned from markets

In this Livewire exclusive, Dr Philipp Hofflin, Portfolio Manager at Lazard Asset Management’s Australian Equity team, shares one of the key lessons he has learned...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

What would a housing crash do to stocks?

The local property market has become Australia's favourite topic of debate. It seems everyone has a view and just last week UBS released a research note calling the...
JBH
+2
Buy Hold Sell
Livewire Markets
Education

5 top wires in April

April saw our first ever Buy Hold Sell Live event, where we hosted a top-flight panel in front of an intimate audience. The wires from the event were very popular this...
BAP
+7
Alex Cowie
Alex Cowie
Education

The attributes of a global leader

New global leaders don’t come up very often, so identifying them relatively early can have a huge effect on a portfolio. The iPhone came out ten years ago, and...
IRE
SEK
Livewire Exclusive
Livewire Markets
Rapid Fire

Ben Rundle's 8 rules of investing

Livewire reached out Ben Rundle from NAOS Asset Management to ask him about how he got started in investing. We asked Ben about his best and worst investments, recent...
ELD
Livewire Exclusive
Livewire Markets
Expert Insights

Paul Moore: It’s time to think differently

Interest rates and inflation have been on a downward trajectory since the late 80s, a 30 year trend. Paul Moore says 2016 was an inflection point and expects inflation...
Livewire Exclusive
Livewire Markets
Expert Insights

Don’t lose sight of the 'big picture'

Ben Griffiths, Portfolio Manager at Eley Griffiths, says that while investors must be across company specific fundamentals, it is equally important not to lose sight...
Livewire Exclusive
Livewire Markets
Expert Insights

Identifying low-risk, high-growth opportunities

In this Exclusive interview, James McDonald, CIO of Hunter Hall outlines the fund’s aggressive investment strategy: “If you are buying a lot of companies that can...
Livewire Exclusive
Livewire Markets
Education

Beyond the Jargon: Short Selling

Short sellers are not the most popular participants in financial markets. Investors may recall that during the height of the financial crisis in ’08 and ’09, short...
Patrick Poke
Patrick Poke
Livewire Markets
Expert Insights

The balance sheet red flags a forensic accountant looks for

Some stock pickers are diversifying into riskier areas such as emerging markets and deep value situations to boost returns. There is definite upside, but also...
Livewire Exclusive
Livewire Markets
Expert Insights

Two critical signs of a dividend trap

Rising inflation is making headlines but the reality for income-seeking investors is that returns on traditional yield assets remain at record lows. With the real...
MTS
Livewire Exclusive
Livewire Markets
Expert Insights

What can you learn from broker research?

The consulting firm Quinlan and Associates recently estimated that brokers publish over 40,000 research reports globally each week. With reporting season in full flow...
BXB
OFX
Livewire Exclusive
Livewire Markets
Education

An easy guide to franking credits

We have all heard about dividend imputation and franking credits. However, my experience is that if you ask an investor to calculate the benefit after tax, most will...
Michael Gable
Michael Gable
Fairmont Equities
Education

9 Ways to Improve Your Investing Performance

Digging into a fresh stock idea is fun. Maybe too fun. The thrill of working a new opportunity can distract us from remembering that it’s sound, repeatable process...
BHP
Joe Magyer
Joe Magyer
Lakehouse Capital
Education

How to find investment ideas

How do you find investment ideas? When meeting with other investors, and potential clients, that is the most common question asked. Every institutional investor has a...
Steve Johnson
Forager
Education

How Jeff Bezos Thinks Longer Term Than Anyone

Ask any ‘rational’ industry insider or McKinsey consultant where AmazonFresh should open next, and the answer is likely to be ‘anywhere but the UK’. Try Holland. Or...
Steve Johnson
Forager
Education

Four steps to finding a great investing idea

The idea generation part of an investment process is something that get's a lot less attention than it deserves. At Forager Funds, we have a clearly defined process...
Steve Johnson
Forager
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