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Equities

Time to pay attention

With one of the toughest of investment years now behind us, it’s time to look at the road ahead, its tailwinds and potential pitfalls.
Magellan Financial Group
Magellan
Equities

6 stocks for a full portfolio reset in 2023

2022 was a wildly volatile year. So, is now a good time for a full portfolio reset? Find out in the latest episode of Buy Hold Sell.
Buy Hold Sell
Livewire Markets
Equities

Buy Hold Sell: The top small-cap picks for 2023 (and 2 fundie favourites)

In this episode, Marcus Today's Henry Jennings and Medallion Financial's Michael Wayne analyse your five most-tipped small caps for 2023.
Buy Hold Sell
Livewire Markets
Equities

25 years and counting: How this “market animal” has consistently beaten the benchmark

For 25 years, he has run one of Sydney's most famous money managers. Now, Paul Xiradis shares insights from a life lived in markets.
Matthew Kidman
Centennial Asset Management
Investment Theme

Making the complex look simple: Don Meij's top ingredient for success

Read the key themes to emerge from an in-depth interview with Don Meij, founder of Domino's Pizza.
Glenn Freeman
Livewire Markets
Funds

16 funds the professionals would invest in

If fund managers couldn't manage their own money, this is where they'd put it.
Buy Hold Sell
Livewire Markets
Equities

Steve Johnson's litmus test for disciplined investing

When markets are noisy, discipline comes to the fore.
David Thornton
Livewire Markets
Equities

Steve Johnson's hunt for tomorrow's market movers

Finding quality companies is only half the battle.
The Rules of Investing
Livewire Markets
Investment Theme

5 crowded trades to avoid in 2023

Fund managers believe some of the most popular investment themes are getting a little crowded. Should you steer around them?
Buy Hold Sell
Livewire Markets
Macro

15 bold predictions for the year ahead

We challenged fund managers to put forward a bold or dangerous prediction for 2023. Which fortune-teller will reign supreme this year?
Buy Hold Sell
Livewire Markets
Education

How Dawn Kanelleas perfected the science of small-cap investing

The former academic made the switch to asset management 28 years ago. Now, she manages billions on behalf of investors.
Matthew Kidman
Centennial Asset Management
Investment Theme

15 investment themes for your radar in 2023

Markets are an ever-changing beast, and hard to predict. But these 15 themes will play a part.
Buy Hold Sell
Livewire Markets
Macro

The top macro indicators to watch in 2023

Nine of Australia's finest fund managers share the big-picture themes and data points they are watching as the new calendar year begins.
Buy Hold Sell
Livewire Markets
Property

The boy from Adelaide who rescued Australia’s failing property sector

He built the rescue plan for commercial property in the mid-1990's and became one of Australia's top bankers. Now he is building a mini-Macquarie Bank.
Matthew Kidman
Centennial Asset Management
Equities

No bears here: The 6 bulls you’ll meet in 2023

Get ready to run with the bulls in 2023. According to these fundies, it's time to ignore the market noise and look to greener pastures ahead.
Buy Hold Sell
Livewire Markets
Equities

The #1 stock picks for 2023

It's finally here... We've scoured Australia for 15 of the country's finest fund managers to learn about their top stocks for the year ahead.
Buy Hold Sell
Livewire Markets
Education

Maggie Beer’s recipe for turning passion (and paté) into profit

Celebrity cook Maggie Beer has lived a life and career littered with setbacks. But it was this early education that helped her turn life's problems into profits.
Matthew Kidman
Centennial Asset Management
Education

Leo Barry was a star of "the big dance", now he's making his mark in small caps

Any Australian sports fan knows this quote - “Leo Barry, you star!” Now, meet the man and his post-football career in this edition of SAMIS.
Matthew Kidman
Centennial Asset Management
Equities

“Combining a career and a passion for investing” Ben Griffiths Co-Founder & MD of Eley Griffiths Group

This episode we have the wonderful opportunity of having a highly regarded, veteran of the Funds Management industry on the show. Our special guest is Mr Ben...
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

Sector-by-sector: What to watch in global equities this year

In a special podcast episode to round out 2022, we went ‘around the grounds’ within the Antipodes investment team to get sector-specific outlooks for 2023. I spoke...
Alison Savas
Antipodes