Hans Lee

The Australian economy is in the cross-hairs of an economic dilemma. On one hand, we have what the world wants – our commodities, our world-leading standard of living, and beaches that tourists dream of visiting our shores for. On the other hand, our heavy exposure to the Chinese economy...

Since the beginning of 2022, market sentiment has been - to put it politely - negative. Long-duration stocks have been mostly brushed aside in favour of quality and value-oriented equities across the globe. But whether you’re a perma-bull, a perma-bear, or somewhere in between, you’ve probably hea…

One of the best things about working at Livewire is the chance to revisit ideas, themes, and stories that have captured our readers’ imaginations. A few months ago, we ran a series on the 13F statement filings. The filings are a mandatory requirement for all US-based hedge funds and...

Cast your mind back to March 2020, when the coronavirus pandemic was shutting the world down. To save the economy and thousands of SMEs from going bankrupt, the Australian government dished out $320 billion in fiscal funding and stimulus payments. In addition, the Reserve Bank slashed interest rat…

Healthcare is a tough space to win in. With high barriers to entry and many problems to solve, finding and dominating your niche can be one of the many challenges these companies face. But one Australian company has been enjoying the fruits of its labour... And then some. This...

Property is not just an Australian obsession nor is it just a story about investing in places where people live. The return-to-office is a global narrative still playing out. Many people are slowly returning to air, land, and sea travel after two years docked at home. And after two years...

Well, we made it. What a 12 months it’s been on financial markets. It started with global markets closing (ad nauseum, it seemed) at record highs. It ends with fears of a global recession very much at the centre of all discussion. Here at Livewire, we’ve been here through...

Just like the end of a calendar year, July is a time for reflection for investors. I’ve seen FY21/22 already been described as a year of “all pain and no gain” - a clickbait headline no doubt meant to reflect on the ASX’s 10% decline these past 12 months....

Let’s not mince words - the window of publicly available investment ideas has been narrowing for some time. As interest rates rise by multiples of market expectations and inflation continues to be a thorn in everyday life, many investors continue to hold their cash back for when the picture is...

There is no doubt that “inflation” is the million-dollar word on everyone’s lips right now - and for that matter, the million-dollar problem. Everyone is affected by it. Everyone knows it’s going higher for the foreseeable future. But there is no playbook for how to make money from it.That’s...