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PODCAST

The Rules of Investing

Livewire Markets

The Rules of Investing is one of Australia’s longest-running business podcasts, providing investors with unparalleled access to the ideas and insights of Australia’s leading fund managers, economists and industry experts. Learn how the industry’s best invest, with the help of Livewire’s James Marlay and Chris Conway. Whether you’re new to investing or a seasoned professional, this podcast is for you. New episodes are released every second Friday, available on Livewire Markets, Spotify, Apple

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All Episodes

02:18

Trailer: Fidelity’s Paul Taylor reveals his secret...

The Rules of Investing ·

2023/07/13

The past two decades have seen a lot of crises that have affected financial markets. The Global Financial Crisis, the European sovereign debt crisis, COVID-19, and the Russo-Ukrainian war. The list goes on. Last month, Fidelity marked the 20 year anniversary of its Australian Equities Fund. The fund has consistently outperformed its benchmark, the S&P/ASX 200 Accumulation Index, netting over 11% per annum. Paul Taylor, Head of Investments at Fidelity International, has captained that ship

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38:20

This energy company hasn’t seen conditions this good...

The Rules of Investing ·

2023/06/30

In sports, players deemed to be "all rounders" don't usually dominate headlines and highlight reels. Yet, over the course of their careers, their flexibility and consistent performance can prove invaluable. The same can be said of investing. You have growth managers, value managers and everything in between. When market conditions are favourable, they're on. But when markets favour another style, they take a back seat. Sometimes for a decade or longer. Today’s guest is Blake Henricks, portfolio

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01:51

Trailer: This energy company hasn’t seen conditions...

The Rules of Investing ·

2023/06/29

On the upcoming episode of the rules of investing, we speak to Blake Henricks from Firetrail Investments. Blake discusses the health of Aussie balance sheets, what we can expect from earnings season, some of the mispriced companies he’s found in today’s market, and the takeover action that’s about to envelope the energy sector. Here’s a preview of what you can expect.

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34:10

Giselle Roux’s fluff-free take on the market (and...

The Rules of Investing ·

2023/06/23

If you are feeling confused right now, you can rest easy knowing you are not alone. Since the beginning of the year, investors have been bombarded with a cacophony of conflicting market commentary on where best to invest. The indicators themselves, such as the VIX Index, the Coppock Indicator, and various sentiment surveys, also seem to be pointing in opposing directions. For equities-focused fund managers, there’s plenty of opportunity hidden within the world’s major indices. For fixed income

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01:28

Trailer: Giselle Roux

The Rules of Investing ·

2023/06/22

Since the beginning of the year, investors have been bombarded with a litany of conflicting market commentary on where best to invest. The indicators themselves also seem to be pointing in opposing directions. For equities focused fund managers, there’s plenty of opportunity hidden within the world’s major indices. For fixed income investors, there’s more opportunity than ever before in bonds. In the end, everyone is talking their own book. And who can blame them? How else are they meant to attract

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01:00:26

The dividend doctor gives his prescription for...

The Rules of Investing ·

2023/06/16

Dividend-paying equities have long formed the backbone of retirees’ portfolios. And the historic stalwarts of these portfolios are well known. BHP, Telstra, and Commonwealth Bank, to name a few. You might be mistaken for thinking that equity income portfolios are therefore set and forget propositions, made up of a limited number of dividend darlings that will pay out into perpetuity. But you’d be wrong on both accounts, according to today’s guest. Dr Don Hamson is the founder and managing director

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02:18

Trailer: The dividend doctor gives his prescription...

The Rules of Investing ·

2023/06/15

Dividend-paying equities have long formed the backbone of retirees’ portfolios. And the historic stalwarts of these portfolios are well known. BHP, Telstra, and Commonwealth Bank, to name a few. You might be mistaken for thinking that equity income portfolios are therefore set and forget propositions, made up of a limited number of dividend darlings that will pay out into perpetuity. But you’d be wrong on both accounts, according to the upcoming guest. Dr Don Hamson is the founder and managing

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01:03:57

8 mega cap stocks have carried markets in 2023....

The Rules of Investing ·

2023/06/09

Few of us would’ve predicted that by June the S&P would not only be positive, but up over 11%. On face value, a healthy market. But dig a little deeper, and it quickly becomes apparent that this performance has been carried by the big mega-cap tech stocks. Such is their performance, and the lack of performance by the rest of the index, that Apple, Microsoft, Alphabet and Nvidia now account for a third of the S&P500. This all begs the question: what next? Do these mega cap stocks sell off, does the

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02:47

Trailer: 8 mega cap stocks have carried markets in...

The Rules of Investing ·

2023/06/07

Few of us would’ve predicted that by June the S&P would not only be positive, but up over 11%. On face value, a healthy market. But dig a little deeper, and it quickly becomes apparent that this performance has been carried by the big mega-cap tech stocks. Such is their performance, and the lack of performance by the rest of the index, that Apple, Microsoft, Alphabet and Nvidia now account for a third of the S&P500. This all begs the question: what next? Do these mega cap stocks sell off, does the

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28:52

The goldilocks buying opportunity is *almost* here in...

The Rules of Investing ·

2023/06/02

Fixed income has always served a defensive role within investor portfolios. Normally, when growth is down and risk assets underperform, fixed income outperforms. That’s under normal circumstances, though. In 2022, the Bloomberg aggregate bond index lost 13%. Why? Introduce inflation, and the higher rates employed to combat it. When this happens, risk assets and fixed income fall in lockstep. But those dark days seem to be behind us. We’re now at or near the peak in interest rates. So with bond

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46:36

Jun Bei Liu: Top stocks for today’s markets

The Rules of Investing ·

2023/05/26

Earlier this month, the Reserve Bank of Australia was forced to cough up internal documents under Freedom of Information laws. This included an internal modelling exercise from September 2022, which revealed the risk of an Australian recession could be as high as 80% by September 2024. Meanwhile, a recent Bloomberg survey of 14 economists saw the probability of a recession in Australia climb from 35% to 38% in April. Investors themselves, through their positioning, seem to be suggesting the same

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01:24

Trailer: Jun Bei Liu, Tribeca Investment Partners

The Rules of Investing ·

2023/05/24

In this week’s episode of the Rules of investing, we’re joined by Jun Bei Liu from Tribeca Investment Partners. Jun Bei uses a blend of a fundamental and quantitative investment process to identify long-term opportunities. But she also has a secret weapon in her back pocket. By short selling stocks with weaker investment characteristics and reinvesting the proceeds in preferred long plays, the fund has been able to beat its benchmark not only over the past year, but every year since its inception

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36:10

This fundie found Afterpay at $6. Now he’s found his...

The Rules of Investing ·

2023/05/19

Investing hasn’t been easy these past few years amid a pandemic, soaring inflation and monetary tightening. The ASX200 did 1.4% in 2020, 17% in 2021 and then -1% last year. Hugely volatile. But it's in times like this when the cream rises to the top. As most fund managers struggle to match the benchmark, Datt Capital’s Absolute Return fund has returned an enormous 25% per annum over the last three years. It's a staggering performance that most fund managers would give their left arm to get. In this

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02:18

Trailer: This fundie found Afterpay at $6. Now he’s...

The Rules of Investing ·

2023/05/17

Investing hasn’t been easy these past few years. The S&P/ASX200 did 1.4% in 2020, 17% in 2021 and then -1% last year. Huge volatility. As most fund managers struggle to match the benchmark, Datt Capital’s absolute return fund has generated an enormous 25% per annum over the last three years. Staggering performance that most fund managers would give their left arm to get. This week’s guest on The Rules of Investing is Datt Capital’s founder, Emanual Datt. Datt’s modest demeanour belies the

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40:55

Is this the least crowded opportunity in the market...

The Rules of Investing ·

2023/05/05

In the world of investing, listed markets dominate the airwaves due to their ease of access, broker coverage and liquidity. For that reason, unlisted shares can often take a back seat. But companies aren’t born on the listed markets. Many of the best opportunities exist in the unlisted, pre-IPO space. Today’s guest is Dane Roberts – a portfolio manager at Fifth Estate Asset Management. Fifth Estate invest in pre-IPO, IPO, unlisted and listed microcap and small cap companies. Its first fund was

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38:41

No lithium, no worries for this outperforming small...

The Rules of Investing ·

2023/04/21

When volatility rattles markets, micro caps and small caps typically suffer the biggest drawdowns. But markets have a reliable habit of reverting to the mean sooner or later. That’s very good news if you’re investing in small caps, arguably, now! This week’s guest is Matthew Booker, portfolio manager and co-founder at Spheria Asset Management. Matt’s managed small company portfolios for over 15 years, consistently outperforming the index. The Spheria Australian Microcap Fund has outperformed the

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01:44

Trailer: No lithium, no worries for this...

The Rules of Investing ·

2023/04/19

When volatility rattles markets, microcaps and small caps typically suffer the biggest drawdowns. But markets have a reliable habit of reverting to the mean sooner or later. That’s very good news if you’re investing in small caps, arguably, now! This week’s guest is Matthew Booker, portfolio manager at Spheria Asset Management. Matt’s managed small company portfolios for over 15 years, consistently outperforming the index. In the upcoming episode, we discuss: Where we are in the small cap

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54:04

James Gerrish: Low risk equity returns are back (and...

The Rules of Investing ·

2023/04/14

Some fund managers don't freely disclose how they go about business, for fear of losing a competitive edge (or maybe letting on that they don't have any edge at all). Then there's the other school of thought - tell investors how you operate, what you're thinking, and forge ahead as a thought leader. Then, if you're worth your salt, investors pick up what you're putting down and entrust you to manage their capital. Today's guest on The Rules of Investing occupies the extreme latter end of that

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42:40

Why Morgan Stanley is overweight passive in this...

The Rules of Investing ·

2023/03/31

We all know the stats. Over the long term, the majority of active investment managers will underperform their benchmarks. According to SPIVA data, more than 78% of funds underperformed the S&P/ASX 200 over the past decade, while more than 91% of funds underperformed the S&P 500 over the same time period. These rates improve significantly over shorter time horizons, with 42% of Aussie managers outperforming their benchmark over a one-year period, and 49% of US-based managers doing the same. Given

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37:32

John Ayoub reveals WAMs playbook for volatile markets

The Rules of Investing ·

2023/03/23

Events of the past few weeks have cast doubt over the stability of the financial system. First Silicon Valley Bank and its troubled regional banking peers, then Credit Suisse. In typical fashion, the US Federal Reserve has stepped in to backstop the sector. In the case of Credit Suisse, UBS scooped it up for cents on the dollar. These events have changed the way corporations perceive risk, according to this week's guest on the The Rules of Investing John Ayoub, Portfolio Manager for the Wilson

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183 results

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