The Rules of Investing
Episodes
This energy company hasn’t seen conditions this good in 25 years
30 Jun 2023
Contributed by Lukas
In sports, players deemed to be "all rounders" don't usually dominate headlines and highlight reels. Yet, over the course of their careers, their flex...
Giselle Roux’s fluff-free take on the market (and where you can find opportunity today)
23 Jun 2023
Contributed by Lukas
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 w...
The dividend doctor gives his prescription for investing in 2023
16 Jun 2023
Contributed by Lukas
Dividend-paying equities have long formed the backbone of retirees’ portfolios. And the historic stalwarts of these portfolios are well known. BHP, ...
8 mega cap stocks have carried markets in 2023. Here’s what comes next
09 Jun 2023
Contributed by Lukas
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 dee...
The goldilocks buying opportunity is *almost* here in fixed income
02 Jun 2023
Contributed by Lukas
Fixed income has always served a defensive role within investor portfolios. Normally, when growth is down and risk assets underperform, fixed income o...
Jun Bei Liu: Top stocks for today’s markets
26 May 2023
Contributed by Lukas
Earlier this month, the Reserve Bank of Australia was forced to cough up internal documents under Freedom of Information laws. This included an intern...
This fundie found Afterpay at $6. Now he’s found his next opportunity
19 May 2023
Contributed by Lukas
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...
Is this the least crowded opportunity in the market today?
05 May 2023
Contributed by Lukas
In the world of investing, listed markets dominate the airwaves due to their ease of access, broker coverage and liquidity. For that reason, unlisted ...
No lithium, no worries for this outperforming small cap manager
21 Apr 2023
Contributed by Lukas
When volatility rattles markets, micro caps and small caps typically suffer the biggest drawdowns. But markets have a reliable habit of reverting to t...
James Gerrish: Low risk equity returns are back (and these stocks provide them)
14 Apr 2023
Contributed by Lukas
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 a...
Why Morgan Stanley is overweight passive in this volatile environment
31 Mar 2023
Contributed by Lukas
We all know the stats. Over the long term, the majority of active investment managers will underperform their benchmarks. According to SPIVA data, m...
John Ayoub reveals WAMs playbook for volatile markets
23 Mar 2023
Contributed by Lukas
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 p...
Alan Kohler: We’re in for a recession we didn’t need to have
09 Mar 2023
Contributed by Lukas
On this week's episode of The Rules of Investing, Livewire's David Thornton sits down with Alan Kohler AM, one of the country's preeminent busine...