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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
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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
Views from the Top

The asset class that outperforms when the economy doesn't

Plus, why investors should focus on getting rich slowly.
TCL
Ally Selby
Livewire Markets
Views from the Top

Challenger IM's Pete Robinson says "higher for longer" is the real issue, not rate cuts

He may not make bets on interest rates but he sure has an opinion on their current level.
Hans Lee
Livewire Markets
Views from the Top

Morgan Stanley is not expecting the RBA to cut rates this year. Here's where they are investing

And where the big opportunities lie for investors beyond AI, according to Morgan Stanley Wealth Management's Alexandre Ventelon
Sara Allen
Livewire Markets
Views from the Top

Is this the end of the ASX's Mundane 7?

Yarra's Dion Hershan is not afraid to think differently - his bold move away from some of the ASX's most-loved companies is proof of that.
CAR
PXA
SEK
Chris Conway
Livewire Markets
Views from the Top

The golden rule of investment: Always "follow the money"

Because if you don't know who the sucker is, the sucker's probably you.
Ally Selby
Livewire Markets
Views from the Top

The ASX's next-generation powerhouse

Plus, how to exploit the mispricing in Aussie small and micro-cap stocks.
OML
PXA
+1
Ally Selby
Livewire Markets
Views from the Top

Why volatility is good news for this type of investment strategy

And the reason interest rate hikes don't work quite the way they used to.
Sara Allen
Livewire Markets
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