The Rules of Investing

Small industrials have fallen more than 20% from their highs, but Chris Stott thinks the best buying opportunity is still ahead. So what would convince him it’s time to buy? In this episode of The Rules of Investing, 1851 Capital’s CIO explains the signals he’s watching, why he’s sold his AI infrastructure winners, and where he’s finding value while he waits. He also makes th...

Last time veteran property invesrtor Andrew Parsons joined The Rules of Investing, he warned that Australia had its head in the sand on the prickly issue of housing. Fast forward two years, and affordability and the supply of new housing remain unresolved. In this episode, Parsons breaks down the state of the property cycle and where Resolution Capital is identifying the stro...

Dr David Allen from Plato Investment Management examines how behavioural biases shape investment decisions. His presentation covers overconfidence, the hot hand fallacy, loss aversion, anchoring, base rates, herding and confirmation bias.

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A handful of powerful megatrends are driving trillions in investment. Here’s what’s behind them and how investors can gain exposure.

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The winds of change are upon us. The forces currently shaping Australian and global markets feel more whipsaw and shape-shifting than ever before and investors today must contend with a far broader set of variables.

As Livewire’s Chris Conway put it: "When I was coming up, admittedly many moons ago in markets, there was only three things that you needed to pay attentio...