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Livewire Markets

Locality: Sydney, Australia

Address: Level 1, 17-19 Bridge St 2000 Sydney, NSW, Australia

Website: http://www.livewiremarkets.com

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25.01.2022 The unfortunate reality of the so called east-coast infrastructure boom is that issues such as increasing competition from offshore entrants willing to accept impossibly low margins, elevated tendering costs, disproportionate risk sharing and interpretative accounting standards have all conspired to see margins squeezed and profits suppressed:

25.01.2022 As 2019 comes to a close, the only thing left to do is look forward to the new decade - 2020. Fidelity's Paul Taylor gives insight into what he thinks the 2020 market will bring. Read it now: https://www.livewiremarkets.com//another-year-another-deca

25.01.2022 It's the last day of 2019. As we bring in the new year and a new decade, check out the fundies #1 picks in 2019 with 59% return over the year. This should help with your 2020 planning! Happy New Year to all of our readers - to good investing in 2020!

24.01.2022 As a leading equity income specialist, we asked Plato’s Peter Gardner if the big four banks and Telstra could be dividend traps, and if they still deserved a spot in an income portfolio today given the swathe of structural issues they face. While Peter acknowledged their significant headwinds and lack of growth, he also made the point that the yield that these stocks still pay is still high. When asked about dividend traps, he nominated a well-known stock that is just about hanging on to its ASX50 status, and while at it, Peter also put an entire sector on watch. Watch this exclusive interview now.

23.01.2022 After a tough 2018 the Aussie banks have bounced back thanks to a loosening of lending restrictions from APRA and a surprise election win by the Coalition. But should investors now pile back into the sector? https://buff.ly/2WthdDa

22.01.2022 Welcome to Livewire Live 2019 #lwl19

22.01.2022 There's no doubt growth is hard to come by these days. While Australia, along with the rest of the world, is experiencing some growth, it's not the strong numbers of the past decade. But not all industries are tied to the economic cycle: there are other factors that drive earnings. In a Livewire exclusive, we sat down with two bottom-up fundamental stock pickers - Liam Donohue of Lennox Capital Partners and Natalie Tam of Aberdeen Standard Investments - to discuss how to me...asure growth these days and which companies are showing the best growth prospects. They believe if you're seeking growth, then you need to go for quality and to be careful about paying too much. For the exclusive interview, click the link https://www.livewiremarkets.com//how-to-find-growth-in-a-l

20.01.2022 With the wrap up of the UK election, and the future of Brexit still shaky, is the UK a good place for an investor? On a recent trip to the UK, Perpetual Investments' Vince Pezzullo found three companies that are offering outstanding value. You can read Vince's insights on Livewire https://www.livewiremarkets.com//3-companies-offering-outs

20.01.2022 NAOS Asset Management's Ben Rundle reveals the small cap stock that passes Munger's quality filter. Read about it... https://www.livewiremarkets.com//a-small-cap-stock-that-pa

19.01.2022 Today on #buyholdsell we're talking about earnings tailwinds. Matthew Kidman from Centennial Funds is joined by Henry Jennings from @Marcustoday and Michael Wayne from Medallion Financial Group. They're not all tailwinds. There's some mighty headwinds out there as well. said Matthew Kidman. Find out more in this weeks episode of #buyholdsell http://bit.ly/2Y1u6WN

18.01.2022 One of the first questions we get from potential investors is how we whittle down our investable universe. We have three philosophical tenets that inform our approach to screening - here they are: https://buff.ly/2WzG1cI

17.01.2022 We are live! Income series webinar now streaming. Join the conversation now. https://www.livewiremarkets.com//webinar-building-a-divers

17.01.2022 If youre contemplating investing in the Australian technology space, be warned that not all businesses in the sector are made equal. I think there are some really exciting companies in the IT space within Australia. A lot of them arent exciting and I think you have to be really discerning, says Joe Magyer, Chief Investment Officer at Lakehouse Capital. The reason why ASX tech stocks such as Afterpay and Altium have succeeded is because they are solving a global not loca...l problems and are able to scale into new geographies in a disciplined way. The reality, according to Joe, is that most Australian IT companies arent globally relevant. In this exclusive interview with Livewire, Joe shares his approach to domestic technology stocks and uses Altium as an example to highlight some of the specifics he seeks in companies.

17.01.2022 Magellan's Hamish Douglass and Platinums Andrew Clifford headline an exceptional speaker lineup at Livewire Live 2019! Livewire Live 2019 is an investor event like no other. Weve assembled the top tier wealth managers and fund managers to debate the most challenging issues facing investors in an innovative and engaging format. Tickets on sale now - Secure Your Seat!

15.01.2022 The brands IPO Wealth & Mayfair Platinum have become more prominent recently given their full-page advertising in the financial press and the recent high-profile purchase of Dunk Island. Some investors are clearly attracted to their term deposit like investment products yielding between 3.25-6.7% per annum with terms from 6 months to 5 years. In a November 11, Eureka Report podcast, Mayfair 101 CEO and founder James Mawhinney told host Alan Kohler that the group currently ...had almost $200m of external investors money. At a more recent presentation to investors in capital cities in late November he indicated assets under management of $500m although this seems inconsistent with other information on current product sizes. Their flagship IPO Wealth product has reportedly raised over $120m. Of the two newer products, M Core Fixed Income is said to have raised around $20m and M+ Fixed Income around $40m. Get investment consultant Dominic McCormick's take on it. https://www.livewiremarkets.com//ipo-wealth-mayfair-platin #ausbiz #investing #ipowealth #mayfairplatinum

15.01.2022 At Allan Gray, our investment philosophy is very different, we take a contrarian approach, apply it consistently and invest for the long term. In this Fund in ...Focus, we take a deeper look into our investment philosophy, some of the opportunities that we are seeing in the current environment and how a contrarian approach can fit into your portfolio. Livewire Markets #allangrayaus #allangrayaustralia #contrarianinvesting See more

14.01.2022 The Australian team at Fidelity International often draw on influence of legendary Fidelity fund manager, Peter Lynch. But one area that the approach hasn't always worked has been store rollouts. Lynch famously loved a good store rollout as it was predictable growth with limited risk. As Kate Howitt, Portfolio Manager at Fidelity International explains in this week's podcast, this approach runs into a problem in Australia: "If you try to put that into the Australian market th...ere's a bit of a problem. That is that by the time you're large enough to list, you're probably about halfway through rolling out stores, because our market is so small." Her approach instead, has been to look for great Australia consumer brands and retailers that can roll their product or store out overseas. In this episode of The Rules of Investing, she shares her thesis on two of these companies. She also discusses her quest to understand what makes a great company, and explains a strange anomaly being created by the combination low rates, easy money, and passive investing. Tune in to this exclusive podcast by clicking on the link. https://www.livewiremarkets.com//two-consumer-stocks-makin

13.01.2022 Investors today are stuck between a rock and a hard place. Those seeking income are dealing with low and unpredictable yields, and those chasing growth are confronted with eye-popping valuations. But amid the dual challenge of low income and high valuations for the likes of CSL, Cochlear and the WAAAX stocks, there are a selection of companies offering good growth prospects at a reasonable price. Join Livewire Markets' James Marlay and panellists Natalie Tam from Aberdeen Standard Investments and Liam Donohue from Lennox Capital on this weeks Buy Hold Sell as they talk through some of the opportunities they see. #growth #stocks #livewiremarkets #buyholdsell

13.01.2022 So, what is the one thing investors can't afford to ignore in 2020? We asked 45 of Australia’s top fund managers and analysts to pick one idea for the next 12 months and explain it in just a few paragraphs. Continue watching the Livewire space for daily additions to this series, before the release of our 2020 eBook this week. During the week, hear from leading fund managers: Emma Fisher, Matt Reynolds, Vihari Ross, Catherine Wood, Jay Sivapalan, Tim Humphries, Mary Manning, Warryn Robertson, Michael O'Dea, James Abela, Joe Magyer, Gopi Kuranakaran, Ben McGarry and Adam Bowe. https://www.livewiremarkets.com/series/2020

13.01.2022 So, what is the one thing investors can't afford to ignore in 2020? We asked 45 of Australias top fund managers and analysts to pick one idea for the next 12 months and explain it in just a few paragraphs. Continue watching the Livewire space for daily additions to this series, before the release of our 2020 eBook this week. During the week, hear from leading fund managers: Emma Fisher, Matt Reynolds, Vihari Ross, Catherine Wood, Jay Sivapalan, Tim Humphries, Mary Manning, Warryn Robertson, Michael O'Dea, James Abela, Joe Magyer, Gopi Kuranakaran, Ben McGarry and Adam Bowe. https://www.livewiremarkets.com/series/2020

12.01.2022 Shane Oliver has been working in and around investment markets for 35 years now. A lot has happened over that time. The 1987 crash, the recession Australia had to have, the Asian crisis, the tech boom/tech wreck, the mining boom, the Global Financial Crisis, the Eurozone crisis. Here are the 9 most important things he's learned about investing: https://buff.ly/2ETk82g

12.01.2022 If you’re contemplating investing in the Australian technology space, be warned that not all businesses in the sector are made equal. I think there are some really exciting companies in the IT space within Australia. A lot of them aren’t exciting and I think you have to be really discerning, says Joe Magyer, Chief Investment Officer at Lakehouse Capital. The reason why ASX tech stocks such as Afterpay and Altium have succeeded is because they are solving a global not loca...l problems and are able to scale into new geographies in a disciplined way. The reality, according to Joe, is that most Australian IT companies aren’t globally relevant. In this exclusive interview with Livewire, Joe shares his approach to domestic technology stocks and uses Altium as an example to highlight some of the specifics he seeks in companies.

09.01.2022 Charlie Aitken has a simple investment philosophy: Build a concentrated portfolio of the world's best companies in structural growth sectors. And for this weeks Rules of Investing podcast, I had the rare opportunity to sit down with Charlie for 46 minutes to hear how this philosophy translates into practice: https://buff.ly/2EYtPfH

09.01.2022 As we hit the mid-point for the year the #1 stock picks for 2019 are up 33% on average, but there is one clear leader. http://bit.ly/2x7TLkP #stockpicks #stocks #investing

08.01.2022 Strong balance sheets, predictable earnings and strong cash conversion are the hallmarks of high-quality businesses. If you subscribe to the view that were late in the investment cycle, then high quality stocks should be on your radar: https://buff.ly/31ga8cX

07.01.2022 As a leading equity income specialist, we asked Platos Peter Gardner if the big four banks and Telstra could be dividend traps, and if they still deserved a spot in an income portfolio today given the swathe of structural issues they face. While Peter acknowledged their significant headwinds and lack of growth, he also made the point that the yield that these stocks still pay is still high. When asked about dividend traps, he nominated a well-known stock that is just about hanging on to its ASX50 status, and while at it, Peter also put an entire sector on watch. Watch this exclusive interview now.

06.01.2022 Not many people get to meet an investing legend in their lifetime, let alone someone who pioneered markets like Peter Lynch, but as a graduate on Fidelity's analyst program Amit Lodha had the opportunity to do just that. On a recent trip to Australia, we sat down with the portfolio manager of Fidelity's Global Equity Fund to discuss some of the most valuable lessons that the legendary Peter Lynch taught him, where he is finding the most compelling opportunities in 2020, and why the biggest bubble in the market has nothing to do with equities. Enjoy. https://www.livewiremarkets.com//profit-is-an-opinion-cash

06.01.2022 Not all businesses paying a regular, reliable income reside in the ASX-50. While some investors stick to the 'bluechips', many are seeking income elsewhere. Join James Marlay and panellists Natalie Tam and Liam Donohue for Buy Hold Sell. https://www.livewiremarkets.com//buy-hold-sell-5-small-sto

06.01.2022 It's not every day that you sit down with a member of the Australian fund managers hall of fame, let alone the first female to be inducted. We sat down with Catherine Allfrey, the Principal and Portfolio Manager of Wavestone Capital, to talk about her success in 2019, what climate change means for the market, and her outlook for 2020. Enjoy. ... https://www.livewiremarkets.com//catherine-allfrey-talks-w

05.01.2022 "Rather than adopt a buy and hold strategy, our approach in dividend income investing is to opportunistically rotate our portfolio into stocks which are expected to pay dividends in the near future" https://buff.ly/2F2jpLU

05.01.2022 Global trade data has been slowing rapidly over 2019, but last weeks US employment report was a dire warning, and can expedite the US Federal Reserve (the Fed) towards rate cuts later this year: https://buff.ly/31DzBx8

03.01.2022 New listings have had a bad rap this year with some high-profile stumbles. But do a few bad headlines represent the entire market? Running the numbers across all IPOs in Australia in 2019 reveals a very different picture, with average year-to-date gains of 48% across the whole group. We asked David Poppenbeek from K2 Asset Management for his thoughts on the market when we met up recently. He pointed out that while the flow of new names has been lower than expected, he thinks the pipeline is evolving, and nominated one newly listed stock with a compelling thesis that is up 14% in its first month. David also updated us on his thoughts on JB Hi-Fi, which has been on a tear since K2 last talked about it with us. Watch the exclusive interview now.

03.01.2022 So, what is the one thing investors can't afford to ignore in the year ahead? We asked 45 of Australia's top fund managers and analysts to pick one idea for the next 12 months and explain it in just a few paragraphs. This week, hear from Toby Warburton, Rishikesh Patel, Emanuel Datt, Matthew Kidman, Bruno Paulson, Chad Slater, Nick Griffin, Rachel Cole, Simon Stevenson, James Marlay, Alex Cowie and Patrick Poke before the release of the 2020 eBook, this week. https://www.livewiremarkets.com/series/2020

03.01.2022 If you wrote a list of your New Year's investment resolutions, what would you include? Trade less? Avoid microcaps? Diversify more? Go global? Hold less cash? There are some mistakes we all make, and through his work with financial planners, Marcus Padley from Marcus Today sees them all. So, when we had Marcus in the Melbourne studio this week, we rolled the cameras, poured him a double espresso, and asked him to reveal the portfolio clangers we are all making in this speci...al 20-minute video interview. Watch the exclusive interview now. https://lnkd.in/f4JwqAi

02.01.2022 You'd think that one of the best performing major companies in the US this century would be a tech stock. Interestingly, it's energy drinks maker Monster Beverages which has rocketed ~65,000% since its 2003 debut and outperformed the FAANGs. The fact that there hasn't been much commotion or noise around this stock shows that some of the best ideas are ones that the market doesn't pay attention to, says Joe Magyer, Chief Investment Officer at Lakehouse Capital. Watch this exclusive interview to learn about how Joe came up with his Monster thesis, its growth prospects and why it may be bought by the Coca-Cola Company.

01.01.2022 Wishing all of our readers a Merry Christmas and a safe and happy festive season. Looking for something to read over the break? We have you covered - Livewire's Patrick Poke has compiled a list of twenty reading and watching materials from our podcast, The Rules of Investing. Happy reading!

01.01.2022 WiseTech, Appen, Afterpay, Altium and Xero (WAAAX) are up just over five-fold over the last two years, pushing the aggregate market cap to over $28 billion. Some of the valuation metrics are now laughable. However... the same thing was also true two years ago before this rally commenced. So where to next? Should it be WAAAX on... or WAAAX off?