Sign In Join Free

Australia’s #1 website for expert investment analysis and insights

Livewire is Australia's #1 source of investment insights tailored to make you a better, more informed investor. And it's free.

JOIN LIVEWIRE NOW - IT'S FREE sign in

editor’s picks

Macro

Equities slow to get the Fed’s message

Christopher Joye, Coolabah Capital

Education

Yes, interest rates are climbing. But patience is a virtue

Tom Stevenson, Fidelity International

Asset Allocation

The top 10 income shares, funds and ETFs in 2022 as voted by Livewire readers

Sara Allen, Livewire Markets

Equities

2 long-term winners (and why you can still uncover value in resources)

Ally Selby, Livewire Markets

most popular

15 Macquarie analysts name their top ASX stock pick for FY23

We've all heard the thesis before - this is an active investor's market. Index picking is not good enough, and it could be argued that sector picking just doesn't work right now. The same could be said for bonds, currency, and even alternatives investors. But when only individual stocks...

Hans Lee, Livewire Markets

(More) patience required

As is often the case, the most important developments across financial markets this month are what is not shown through share price movements. On Monday morning, ANZ (ASX: ANZ)'s economics team mailed out its latest economic forecasts for the US economy. The changes are quite noticeable: "Based on current and...

Rudi Filapek-Vandyck, FNArena

Buy Hold Sell: 5 industry-leading micro caps

When you think of industry leaders, large caps probably come to mind. Think iron ore giant BHP, biotechnology behemoth CSL, or global logistics software provider WiseTech. But that's not to say there aren't bourgeoning industry leaders within the micro-cap end of the market. In fact, many small stocks have already...

Buy Hold Sell, Livewire Markets

Antares' seven-step process powering Dividend Builder

Funds management requires balance, between process and independent thinking. These two dimensions are not particularly compatible on the face of it but, if done right, can lead to outstanding results. Consistency and discipline create flexibility. If you have a proven process that is robust and repeatable, that frees you...

Andrew Hamilton, Antares Equities

Popular Series

Buy Hold Sell

In Livewire's best-performing series Australia’s foremost investment experts and fund managers explain their calls on the stocks of the moment.

Latest

Education

Why a solid philosophy and strategy will make you a better investor

Take a good look at your investments. Are they all based on solid investment philosophy and strategy? Or a random mix selected based on factors like your mood or a hot...
Sara Allen, Livewire Markets
Equities

Health care strikes a balance

So far in 2022, the defensive nature of health care has been the sector’s dominant story, with the S&P 500® Health Care sector returning -5.7% for the year compared...
Andy Acker, Janus Henderson
Equities

There are 20 stocks with yields higher than 10% on the ASX... Here's why this fundie hasn't invested in a single one

In an inflationary, rising rate environment, it's easy to see why many investors would be desperately on the hunt for yield. Currently, there are 20 S&P/ASX 300...
Ally Selby, Livewire Markets
Private Assets

The counter-cyclical asset that pays in a downturn

How do high inflation and rising interest rates impact markets? For many, the answer would be some combination of greater risk and lower returns from traditional asset...
Sara Allen, Livewire Markets
Education

Power to price: Inflation, infrastructure and the social license to operate

Pricing power is now a major consideration with inflation on the rise. Equal consideration needs to be given to the social license of companies to raise prices in line...
Peter Meany, First Sentier Investors
Equities

An investment theme for the next 5 years and the stock to play it

Just because the macro environment is changing quickly, that doesn’t mean you have to turn your portfolio over regularly. Not if you have a long-term...
Chris Conway, Livewire Markets
Daily Report

The charts suggesting the ASX could be doomed to repeat history

Welcome to Charts and Caffeine - Livewire's pre-market open news and analysis wrap. We'll get you across the overnight session and share our best insights to get you...
Charts and Caffeine, Livewire Markets
Equities

Antares' seven-step process powering Dividend Builder

Funds management requires balance, between process and independent thinking. These two dimensions are not particularly compatible on the face of it but, if done...
Andrew Hamilton, Antares Equities
Macro

Equities slow to get the Fed’s message

On December 15 last year, the US Federal Reserve expected its near-zero cash rate (known as the Federal funds rate) to rise only modestly to 0.9 per cent by the end...
Christopher Joye, Coolabah Capital
Funds
Sponsored

Seeking a better income outcome?

Since inception, the PIMCO Income Fund has delivered a 4% average monthly distribution yield p.a. In June this year, this monthly distribution amount increased to...
PIMCO ., PIMCO
Daily Report

The Match Out: Recession fears send the market lower, OZL green lights new project. Go the Swans!

The rout in the ASX resumed today after yesterday’s holiday. Weakness in risk assets came on the back of rate hikes from the US Fed (+75bps) and the BOE (+50bps),...
James Gerrish, Market Matters
Education

Yes, interest rates are climbing. But patience is a virtue

It’s not as if we didn’t know it was coming. Jerome Powell could hardly have been clearer at the recent Jackson Hole summit that the Federal Reserve (Fed) will keep up...
Tom Stevenson, Fidelity International
Macro

Fade the Fed: Why it's time to buy bonds and hold equities

There is a saying in markets: Don’t fight the Fed. It is a good adage. But sometimes the market gets the Fed's message wrong. The reaction to the Fed’s latest 0.75%...
Isaac Poole, Oreana Financial Services
Macro

China is not Australia's biggest uncertainty: RBA's Bullock

The term "free money" has been everywhere in financial markets for most of the last two years. Its genesis comes from the fact that central banks pumped enormous...
Hans Lee, Livewire Markets
Equities

Today’s market wobbles fail to dent widely-held bullish outlook for copper

Analysts tip Sandfire to be a big winner, especially if BHP takes over OZ, leaving Sandfire as the biggest ASX copper producer. Plus, there’s leverage galore in $22m...
Barry FitzGerald, Independent Journalist
Asset Allocation

The top 10 income shares, funds and ETFs in 2022 as voted by Livewire readers

Inflation is high and investment income needs to keep up with the grocery bills (let alone energy prices). Interest rates are also rising which is both an...
Sara Allen, Livewire Markets
Funds

Location, experience and execution: Why Centuria has the ingredients for success

Centuria is acquiring a 50% stake in an A-Grade building in Perth, a market that the real estate fund manager knows very well, being the landlord of comparable...
Ross Lees, Centuria Capital
Equities

Buy Hold Sell: 5 industry-leading micro caps

When you think of industry leaders, large caps probably come to mind. Think iron ore giant BHP, biotechnology behemoth CSL, or global logistics software provider...
Buy Hold Sell, Livewire Markets
Investment Theme

Debunking the myths around nuclear energy

Nuclear power is a low carbon energy source that can generate maximum power more reliably than any other energy source currently available.  In the aftermath of...
Blair Modica, BetaShares
Macro

Why you need to understand the US Dollar's supersurge

There has been no shortage of pundits that have predicted the impending demise of the US dollar in recent times. Its use as a reserve currency is diminishing, they...
Janu Chan, Bitesized Economics