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Market Wraps
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Commodities
The bear thesis for copper and BHP looks pretty flimsy
Copper bears offer three arguments for why miners like BHP must fall. Only one of them holds water.
David Tuckwell
, ETF Shares
Shares
4 bids, 1 stock: Australia's national malaise illustrated in this small-cap
Chris Prunty
, QVG Capital
Equities
Why most active managers lose to the market
Evan Metcalf
, Savana Active ETFs
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EDITOR PICKS
Property
Your opportunity to access the hottest property market in the country
Chris Conway
, Livewire Markets
Equities
The stocks that have moved back into view
Arian Neiron
, VanEck
Equities
Record profits, huge earnings and the standout stocks from US reporting season
Tom Stelzer
, Livewire Markets
Exchange Traded Funds (ETFs)
“Expanding funnel of opportunity”: What investors can learn from 25 years of ETFs
Keith Ford
, Livewire Markets
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Reporting Season
6 high-conviction ASX stock picks that should be on your radar
The Yarra Capital Management equities team take a deep dive into big themes, key sectors, and compelling stock opportunities.
Chris Conway
, Livewire Markets
Reporting Season
"You need to stay with strength": James Gerrish's top calls from reporting season
James Gerrish reveals why he's overweight commodities, the lithium stock he just bought, and why a Westpac special dividend could be coming.
Vishal Teckchandani
, Livewire Markets
Reporting Season
Liontown emerges from lithium winter as Kathleen Valley ramps up
Lithium prices are surging and Kathleen Valley is ramping up. Liontown CEO Tony Ottaviano explains why this recovery could have legs.
Anna Dadic
, Livewire Markets
Property
A near-perfect storm is hitting housing - and prices could fall 10%
Brisbane, Adelaide, Sydney and Hobart houses are the most overvalued and vulnerable.
Shane Oliver
, AMP
We've got you covered during reporting season. Livewire interviews C-suite executives from some of Australia's biggest companies, and unpacks results with some of the country's finest equities analysts.
View all 438 wires
Reporting Season
6 high-conviction ASX stock picks that should be on your radar
Chris Conway
, Livewire Markets
Reporting Season
Liontown emerges from lithium winter as Kathleen Valley ramps up
Anna Dadic
, Livewire Markets
Reporting Season
FNArena reporting season monitor: August 2026 - Week 4 (327 stocks covered)
Rudi Filapek-Vandyck
, FNArena
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Commodities
September 02, 2026 12:27
The bear thesis for copper and BHP looks pretty flimsy
Copper bears offer three arguments for why miners like BHP must fall. Only one of them holds water.
BHP
BHP Group Ltd
ASX:BHP
Followed by
2370
people
RIO
RIO Tinto Ltd
ASX:RIO
Followed by
784
people
BHP
BHP Group Ltd
ASX:BHP
Followed by
2370
people
RIO
RIO Tinto Ltd
ASX:RIO
Followed by
784
people
David Tuckwell
ETF Shares
September 02, 2026 12:27
Education
September 02, 2026 11:53
Not all private credit is the same
As media scrutiny and regulatory attention increase, it is increasingly important to distinguish between the various segments of the market
Martin Marais
Wentworth Williamson
September 02, 2026 11:53
Equities
September 02, 2026 09:27
Emerging-Market equities offer more than chips and memory
The opportunity set across emerging markets is much wider than the AI-driven rally suggests.
Sammy Suzuki
AllianceBernstein
September 02, 2026 09:27
Equities
September 02, 2026 09:07
Why most active managers lose to the market
Most active funds underperform, and the reasons are structural, not bad luck. Understand them and there is a better way to be active.
SVNP
Savana US Small Caps Active ETF
ASX:SVNP
Followed by
1
person
SVNP
Savana US Small Caps Active ETF
ASX:SVNP
Followed by
1
person
Evan Metcalf
Savana Active ETFs
September 02, 2026 09:07
Featured
Cash has been comfortable. Here’s why it could be time to
leave
Cash has been hard to beat. Muzinich’s Ian Horn explains why today’s yields could make short-dated credit an attractive next step.
Anna Dadic,
Livewire Markets
Macro
September 02, 2026 07:54
The ECB is on track to raise rates next week
Core inflation in the euro area has been stuck at about 2½%, above the ECB's 2% target.
Kieran Davies
Coolabah Capital
September 02, 2026 07:54
Property
September 02, 2026 06:00
A near-perfect storm is hitting housing - and prices could fall 10%
Brisbane, Adelaide, Sydney and Hobart houses are the most overvalued and vulnerable.
Shane Oliver
AMP
September 02, 2026 06:00
Reporting Season
September 02, 2026 06:00
6 high-conviction ASX stock picks that should be on your
radar
The Yarra Capital Management equities team take a deep dive into big themes, key sectors, and compelling stock opportunities.
CCL
Cuscal Ltd
ASX:CCL
Followed by
114
people
DNL
Dyno Nobel Ltd
ASX:DNL
Followed by
3
people
EOL
Energy One Ltd
ASX:EOL
Followed by
44
people
+3
CCL
Cuscal Ltd
ASX:CCL
Followed by
114
people
DNL
Dyno Nobel Ltd
ASX:DNL
Followed by
3
people
EOL
Energy One Ltd
ASX:EOL
Followed by
44
people
FWD
Fleetwood Ltd
ASX:FWD
Followed by
31
people
ORG
Origin Energy Ltd
ASX:ORG
Followed by
374
people
+1
Chris Conway
Livewire Markets
September 02, 2026 06:00
Shares
September 02, 2026 06:00
4 bids, 1 stock: Australia's national malaise illustrated in this small-cap
FleetPartners isn't a high-growth play, but its story offers a blueprint for industrials and reveals a problem on the ASX.
FPR
Fleetpartners Group Ltd
ASX:FPR
Followed by
9
people
FPR
Fleetpartners Group Ltd
ASX:FPR
Followed by
9
people
Chris Prunty
QVG Capital
September 02, 2026 06:00
Private Markets
September 01, 2026 15:06
Why we think boring is beautiful in our Private Equity portfolio
Why WMA favours resilient, cash-generative private businesses that offer diversification away from AI-driven public market volatility.
WMA
Wam Alternative Assets Ltd
ASX:WMA
Followed by
62
people
WMA
Wam Alternative Assets Ltd
ASX:WMA
Followed by
62
people
Jasper Yeghiaian-Alvandi
Wilson Asset Management
September 01, 2026 15:06
Reporting Season
September 01, 2026 12:03
Liontown emerges from lithium winter as Kathleen Valley ramps
up
Lithium prices are surging and Kathleen Valley is ramping up. Liontown CEO Tony Ottaviano explains why this recovery could have legs.
LTR
Liontown Ltd
ASX:LTR
Followed by
339
people
LTR
Liontown Ltd
ASX:LTR
Followed by
339
people
Anna Dadic
Livewire Markets
September 01, 2026 12:03
Equities
September 01, 2026 11:16
Record profits, huge earnings and the standout stocks from US reporting season
US companies have gone from strength to strength and investors are demanding more. Here's the key takeaways and stock stories.
WGB
Wam Global Ltd
ASX:WGB
Followed by
104
people
NYSE:AMZN
Amazon.Com Inc
NYSE:AMZN
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28
people
+5
WGB
Wam Global Ltd
ASX:WGB
Followed by
104
people
NYSE:AMZN
Amazon.Com Inc
NYSE:AMZN
Followed by
28
people
NYSE:AXP
American Express Company
NYSE:AXP
Followed by
7
people
NYSE:GOOG
Alphabet Inc. Class C Capital Stock
NYSE:GOOG
Followed by
16
people
+3
Tom Stelzer
Livewire Markets
September 01, 2026 11:16
Success and More Interesting Stuff
September 01, 2026 10:54
Inside the stunning turnaround of SKS Technologies with CEO Matthew
Jinks
From a near-failing 4¢ stock to a $1B powerhouse: CEO Matthew Jinks on how SKS Technologies bet big on Australia's data-centre boom.
SKS
SKS Technologies Group Ltd
ASX:SKS
Followed by
43
people
SKS
SKS Technologies Group Ltd
ASX:SKS
Followed by
43
people
Matthew Kidman
Centennial Asset Management
September 01, 2026 10:54
Equities
September 01, 2026 09:13
The stocks that have moved back into view
Australia’s largest companies dominate portfolios, but reporting season suggests stronger growth may be emerging among small and mid-caps.
BHP
BHP Group Ltd
ASX:BHP
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2370
people
CBA
Commonwealth Bank of Australia
ASX:CBA
Followed by
1669
people
GMD
Genesis Minerals Ltd
ASX:GMD
Followed by
75
people
+3
BHP
BHP Group Ltd
ASX:BHP
Followed by
2370
people
CBA
Commonwealth Bank of Australia
ASX:CBA
Followed by
1669
people
GMD
Genesis Minerals Ltd
ASX:GMD
Followed by
75
people
MAH
Macmahon Holdings Ltd
ASX:MAH
Followed by
56
people
PME
Pro Medicus Ltd
ASX:PME
Followed by
372
people
+1
Arian Neiron
VanEck
September 01, 2026 09:13
Property
September 01, 2026 06:00
Your opportunity to access the hottest property market in the
country
Australia's strongest property market and its most resilient commercial sector collide in Trilogy's latest industrial opportunity.
Chris Conway
Livewire Markets
September 01, 2026 06:00
Macro
September 01, 2026 06:00
Can Bessent really control U.S. bond
yields?
Treasury buybacks face structural limits as Scott Bessent battles sticky inflation, robust economic growth, and market realities.
Damien Klassen
Nucleus Wealth
September 01, 2026 06:00
Advertisement
Equities
September 01, 2026 05:30
Everyone has a plan until they get punched in the mouth
Genuine diversification is becoming increasingly difficult to find. It is precisely this scarcity that makes it valuable.
CBOE:TLRA
Talaria Global Equity Fund (Managed Fund)
CBOE:TLRA
Followed by
7
people
CBOE:TLRA
Talaria Global Equity Fund (Managed Fund)
CBOE:TLRA
Followed by
7
people
Chad Padowitz
Talaria Asset Management
September 01, 2026 05:30
Education
September 01, 2026 05:11
Good as gold? Don’t be fooled
How gold’s glitter can blind investors.
Fisher Investments®
September 01, 2026 05:11
Exchange Traded Funds (ETFs)
August 31, 2026 14:01
“Expanding funnel of opportunity”: What investors can learn from 25 years of ETFs
State Street's Jonathan Shead on how ETFs have changed investing for Australians and why tokenised 24/7 trading is next.
SFY
State Street SPDR S&P/ASX 50 ETF
ASX:SFY
Followed by
20
people
STW
State Street SPDR S&P/ASX 200 ETF
ASX:STW
Followed by
169
people
SFY
State Street SPDR S&P/ASX 50 ETF
ASX:SFY
Followed by
20
people
STW
State Street SPDR S&P/ASX 200 ETF
ASX:STW
Followed by
169
people
Keith Ford
Livewire Markets
August 31, 2026 14:01
Income
August 31, 2026 11:52
Cash has been comfortable. Here’s why it could be time to
leave
Cash has been hard to beat. Muzinich’s Ian Horn explains why today’s yields could make short-dated credit an attractive next step.
Anna Dadic
Livewire Markets
August 31, 2026 11:52
Equities
August 31, 2026 11:29
What's the point of ASX highs if no one feels rich?
The ASX 200 is holding near its high, but inflation, dislocation and macro worries have done their best to make it feel like it isn't.
Tom Stelzer
Livewire Markets
August 31, 2026 11:29
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