editor’s picks

Equities

There's only 25 businesses in the world that can generate returns of 10% p.a. today. Here are some of them

Livewire Markets

Macro

Moral Hazard in the Tech Industry: The Case of Silicon Valley Bank

Forager

Equities

When Alphinity knows global earnings will turn

Livewire Markets

Investment Theme

Founders, refounders and compounders

NAOS Asset Management

most popular

An investment that will pay dividends for decades, if not centuries

Australia is well placed to become an early mover on climate risk mitigation, argues Impax Asset Management's Ian Simm.

Livewire Markets

Why L1 is playing defence right now and 3 standout stocks in a tough market

Mark Landau shares why L1 has become cautious recently, along with the levers it can pull to adjust risk whilst still finding opportunities

Livewire Markets

The income opportunity that has been 15 years in the making

The corporate debt market is offering big yields but increased default risk is hanging over the market's minds.

Livewire Markets

The Match Out: ASX adds another 1%, Zip offloads loss making arms

Equities caught a bid today as investors showed a more rational mindset with fears on the back of SVB eased. The local market followed the lead of the US to add ~1% today and around 75% of the ASX200 index closed higher on the session. Banks bounced back from yesterday’s...

Market Matters

Listed Series

Latest

Macro

A fragile and volatile world

“Beware the Ides of March” Global share markets opened the new year with mild optimism that inflation and interest rate risks were becoming more manageable and...
Bob Cunneen
MLC Asset Management
Equities

Rare earths in abundance for RareX as resource soars 500%

Plus, Antipa’s juicy inventory and Sunstone’s bumper discovery hole of 177m at 1.1gpt AuEq highlight big upside in gold-copper juniors.
BHP
IGO
+4
Barry FitzGerald
Independent Journalist
Daily Report

Nasdaq enters bull market, inflation eases in Europe, ASX 200 to rise

Get up to date on overnight market activity and the big events for the day.
The Morning Wrap
Livewire Markets
Listed Series

Do CSL and Mineral Resources still deserve “market darling” status?

Airlie's Emma Fisher argues - with high conviction - that the answer remains "yes."
CSL
David Thornton
Livewire Markets
Equities
Sponsored

4 ETFs for a strong core (plus 2 satellite exposures)

One of the big investment trends of 2022 was the switch to low-cost, diversified investments. While passive funds, in particular ETFs, have been taking market share...
+3
Patrick Poke
Betashares
Listed Series

6 ASX-listed products for the risk-loving and risk-averse investor

Pitcher Partners' Charlie Viola and Shaw and Partners' Candice Bourke name their top listed products according to risk tolerance.
+3
Buy Hold Sell
Livewire Markets
Daily Report

The Match Out: ASX adds another 1%, Zip offloads loss making arms

Equities caught a bid today as investors showed a more rational mindset with fears on the back of SVB eased. The local market followed the lead of the US to add ~1%...
MTS
ZIP
James Gerrish
Market Matters
Listed Series

The income opportunity that has been 15 years in the making

The corporate debt market is offering big yields but increased default risk is hanging over the market's minds.
Hans Lee
Livewire Markets
Private Assets

Why the best private equity deals come in smaller packages

Schroders' Benjamin Alt and David Bajada explain their recession-resilient approach to investing.
Hans Lee
Livewire Markets
Equities

An Aussie small cap with plenty of upside

A stock that was trading at a discount to its earnings and valuation where we can see earnings growth over the forward period
HLS
Tim Binsted
NovaPort Capital
Expert Insights

If there is a major property deal happening in Australia, this company knows about it

Qualitas has built a dominant market position as an alternative provider of real estate private credit. Find out why it is so unique.
Chris Conway
Livewire Markets
Daily Report

ASX 200 set to rise, Nasdaq powers ahead, UBS brings back former CEO Sergio Ermotti

Get up to date on overnight market activity and the big events for the day.
The Morning Wrap
Livewire Markets
Listed Series

Why ETFs still have a "long runway" for growth in Australia

The Australian ETF industry's funds under management has grown 1800% in the last 10 years. And it's nowhere done yet.
Hans Lee
Livewire Markets
Listed Series

Why Livewire readers are investing in these 9 ETFs and 1 LIC

We asked Livewire readers to share the exchange-traded products that are the largest holdings in their portfolios and why they hold them.
William Heine
Livewire Markets
Macro

ChatGPT's take on Australian inflation

Three charts to explain this month's CPI print with commentary written with the help of ChatGPT.
Macrobond Financial
Daily Report

The Match Out: ASX up on softer inflation, UBS downgrades the banks, and trends in Uranium

The daily Match Out for Wednesday 30 March with Market Matters' James Gerrish.
ALQ
+8
James Gerrish
Market Matters
Investment Theme

The case for energy

The modern global economy heavily relies on energy, and with the growth of developing economies, the demand for energy is set to increase
Dr Joseph Lai
Ox Capital
Property

FORA - fear of renting again

In this podcast, we discuss the future of house prices in Australia, the fear of renting again, and what history has taught us about the next global crisis. “FOMO,...
Chris Bedingfield
Quay Global Investors
Listed Series

Can you replicate the Future Fund via the ASX?

Australia's sovereign wealth fund has strong performance over an extended period. So we asked, can you replicate it via the ASX?
Chris Conway
Livewire Markets
Education

Why profit is important, but cash is king

Cash flow is the money flowing in and out of a business. It’s what a business needs to fund day-to-day operations and investments, and protect it from financial...
Roger Montgomery
Montgomery Investment Management