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Investment Theme
"You can make money in other markets too": 3 key takeaways from the J.P.Morgan summit
The trends and stories to watch in this fast-moving world.
Tom Stelzer
, Livewire Markets
Alternatives
The 440,000 businesses most investors never look at
Keith Ford
, Livewire Markets
Equities
Yield or Dividend Growth? What ten years of ASX dividends actually paid
Jason Pohl
, ECP Asset Management
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EDITOR PICKS
Equities
ASX 200 winners and losers from the property downturn as interest rates soar
Carl Capolingua
, Livewire Markets
Equities
Navigating the AI boom: Who we think is best placed to win
Tim Carleton
, Auscap Asset Management
Growth
"The knife has stuck": 5 ASX stocks Charlie Aitken is backing as fear grips small caps
Vishal Teckchandani
, Livewire Markets
Macro
AI could turn the investment herd into ‘turbo sheep’
Alison Savas
, Orbis
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Ask an Adviser: Too old to start again, too young to retire. David’s $3.5 million problem explained
Keith Ford
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Growth
"The knife has stuck": 5 ASX stocks Charlie Aitken is backing as fear grips small caps
According to the fundie’s “knife sticks” theory, the elements of capitulation are in place. Now is the worst time to get out.
Vishal Teckchandani
, Livewire Markets
Alternatives
4 ETFs and 6 stocks for tougher markets: Where Morgans sees opportunity
Morgans highlights ETFs from Plato and Vanguard as shifting market dynamics strengthen the case for a differentiated approach to investing.
Vishal Teckchandani
, Livewire Markets
Equities
Think the US and China dominate robotics? You best think again…
From robot arms to precision components and sensors, Japanese companies are positioned to benefit as manufacturers embrace automation.
Leon Rapp
, Platinum
Equities
Navigating the AI boom: Who we think is best placed to win
We believe the biggest winners from AI may not be those building it.
Tim Carleton
, Auscap Asset Management
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Buy Hold Sell: 6 stocks consistently growing their dividends
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, Livewire Markets
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Buy Hold Sell: Are the moats around these 4 ASX stocks still holding? (Plus 2 the pros say are)
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October 29, 2026 07:00
For your interest only
Know your yield from your coupon. Five bond terms to help you understand income, risk and what could shake up your portfolio.
Arian Neiron
VanEck
October 29, 2026 07:00
Private Markets
October 29, 2026 07:00
Australia needs better credit investing, not less of it
The Bathla collapse isn't a sign to abandon private credit, but a call for better underwriting, governance, and transparency.
Andrew McVeigh
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October 29, 2026 07:00
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October 29, 2026 06:00
"You can make money in other markets too": 3 key takeaways from the J.P.Morgan summit
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October 29, 2026 06:00
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October 29, 2026 06:00
The 440,000 businesses most investors never look at
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October 29, 2026 06:00
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Macro
October 29, 2026 06:00
What happens to investors if… the US midterms change the political equation?
How four US midterm election outcomes—from policy gridlock to political turmoil—could impact market stability and your portfolio.
Damien Klassen
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October 29, 2026 06:00
Macro
October 28, 2026 15:16
The RBA on track to hike next week given high inflation
The RBA remains on track to raise rates again next week and a reassessment of its key assumptions could open the door to further hikes.
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Coolabah Capital
October 28, 2026 15:16
Equities
October 28, 2026 14:31
Yield or Dividend Growth? What ten years of ASX dividends actually paid
A high yield is the number on the screen. A growing dividend is the one in your account a decade later. We checked which delivered more.
CAR
CAR Group Ltd
ASX:CAR
Followed by
191
people
LOV
Lovisa Holdings Ltd
ASX:LOV
Followed by
182
people
MQG
Macquarie Group Ltd
ASX:MQG
Followed by
1377
people
+2
CAR
CAR Group Ltd
ASX:CAR
Followed by
191
people
LOV
Lovisa Holdings Ltd
ASX:LOV
Followed by
182
people
MQG
Macquarie Group Ltd
ASX:MQG
Followed by
1377
people
PME
Pro Medicus Ltd
ASX:PME
Followed by
374
people
RIO
RIO Tinto Ltd
ASX:RIO
Followed by
791
people
Jason Pohl
ECP Asset Management
October 28, 2026 14:31
Equities
October 28, 2026 13:10
Finding opportunities with cautious
consumers
Consumers are becoming more selective about where they spend, but some global businesses are finding ways to grow despite the pressure on household budgets. From the...
OPPT
Magellan Global Opportunities Fund - Active ETF
ASX:OPPT
Never miss an update
OPPT
Magellan Global Opportunities Fund - Active ETF
ASX:OPPT
Never miss an update
Alan Pullen
Magellan Investment Partners
October 28, 2026 13:10
Shares
October 28, 2026 12:00
The three factors shaping Australia's outlook and how to invest
Competing with our peers and neighbours in a changing world, according to the IMF.
AGL
AGL Energy Ltd
ASX:AGL
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3225
people
BHP
BHP Group Ltd
ASX:BHP
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2395
people
CSL
CSL Ltd
ASX:CSL
Followed by
1592
people
+15
AGL
AGL Energy Ltd
ASX:AGL
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3225
people
BHP
BHP Group Ltd
ASX:BHP
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2395
people
CSL
CSL Ltd
ASX:CSL
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1592
people
FMG
Fortescue Ltd
ASX:FMG
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1317
people
GMG
Goodman Group
ASX:GMG
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413
people
+13
Sara Allen
Livewire Markets
October 28, 2026 12:00
Equities
October 28, 2026 10:45
Inside the portfolio: Cutting BHP, backing Suncorp and buying overlooked AI winners
After a historic mining rally, AllianceBernstein’s Hamish FitzSimons explains why predictable and reliable earnings matter more than ever.
BHP
BHP Group Ltd
ASX:BHP
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2395
people
CGF
Challenger Ltd
ASX:CGF
Followed by
174
people
GNE
Genesis Energy Ltd
ASX:GNE
Followed by
32
people
+3
BHP
BHP Group Ltd
ASX:BHP
Followed by
2395
people
CGF
Challenger Ltd
ASX:CGF
Followed by
174
people
GNE
Genesis Energy Ltd
ASX:GNE
Followed by
32
people
MCY
Mercury NZ Ltd
ASX:MCY
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23
people
RIO
RIO Tinto Ltd
ASX:RIO
Followed by
791
people
+1
Tom Stelzer
Livewire Markets
October 28, 2026 10:45
Macro
October 28, 2026 10:17
Where to find positive returns in a share market going nowhere
Rate cuts can be an opportunity for quality investing. History offers a useful guide, backed by today’s earnings and valuations.
Cameron McCormack
VanEck
October 28, 2026 10:17
Macro
October 28, 2026 08:51
Booming US demand for AI driven by falling token prices
Outpacing the earlier take-up of the internet, US business adoption of AI is booming, propelled by rapidly falling token prices.
Kieran Davies
Coolabah Capital
October 28, 2026 08:51
Expert Insights
October 28, 2026 06:00
Like October 2022. Are small caps ready to
rip?
Seneca's Luke Laretive says surviving the past 12 months in small caps has been tough but now he's seeing a market flush with opportunity
EQU
EQUUS Energy Ltd
ASX:EQU
Followed by
2
people
GGP
Greatland Resources Ltd
ASX:GGP
Followed by
11
people
GHM
Golden Horse Minerals Ltd
ASX:GHM
Followed by
3
people
+5
EQU
EQUUS Energy Ltd
ASX:EQU
Followed by
2
people
GGP
Greatland Resources Ltd
ASX:GGP
Followed by
11
people
GHM
Golden Horse Minerals Ltd
ASX:GHM
Followed by
3
people
HMC
HMC Capital Ltd
ASX:HMC
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61
people
JMS
Jupiter Mines Ltd
ASX:JMS
Followed by
36
people
+3
James Marlay
Livewire Markets
October 28, 2026 06:00
Growth
October 28, 2026 06:00
Anthropic’s blockbuster IPO: The next great growth stock or an AI gamble too far?
The prospectus shows a business in far better shape than the sceptics suggest. The question now is whether it can stay in front.
Arms Rosenberg
Minotaur Capital
October 28, 2026 06:00
Equities
October 28, 2026 06:00
Think the US and China dominate robotics? You best think again…
From robot arms to precision components and sensors, Japanese companies are positioned to benefit as manufacturers embrace automation.
Leon Rapp
Platinum
October 28, 2026 06:00
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Equities
October 27, 2026 16:13
Everything you need to know about the Anthropic IPO
The highly anticipated Anthropic IPO filing is here, so get your popcorn out and settle in for a wild read (and 100 pages on risk factors).
Kerry Sun
Livewire Markets
October 27, 2026 16:13
Equities
October 27, 2026 16:05
ASX 200 winners and losers from the property downturn as interest rates soar
The housing downturn is going to hit the economy and the stock market, but there will be winners and losers, says Morgan Stanley.
ANZ
ANZ Group Holdings Ltd
ASX:ANZ
Followed by
7332
people
BHP
BHP Group Ltd
ASX:BHP
Followed by
2395
people
CAR
CAR Group Ltd
ASX:CAR
Followed by
191
people
+13
ANZ
ANZ Group Holdings Ltd
ASX:ANZ
Followed by
7332
people
BHP
BHP Group Ltd
ASX:BHP
Followed by
2395
people
CAR
CAR Group Ltd
ASX:CAR
Followed by
191
people
CBA
Commonwealth Bank of Australia
ASX:CBA
Followed by
1674
people
CSL
CSL Ltd
ASX:CSL
Followed by
1592
people
+11
Carl Capolingua
Livewire Markets
October 27, 2026 16:05
Equities
October 27, 2026 14:55
The ASX stock quietly charging up
A WA solar-and-battery business moving from plans to construction. Its latest revenue upgrade makes the story even harder to ignore.
FHE
Frontier Energy Ltd
ASX:FHE
Followed by
18
people
FHE
Frontier Energy Ltd
ASX:FHE
Followed by
18
people
Elio D'Amato
EnviroInvest Pty Ltd
October 27, 2026 14:55
Equities
October 27, 2026 10:19
How does the AI capex cycle pay for itself?
We have modelled the amount of revenue needed to generate the returns we believe tech companies and investors would find acceptable.
Denny Fish
Janus Henderson
October 27, 2026 10:19
Equities
October 27, 2026 07:54
Time to get your dividend investing passport ready for 2027
Having the flexibility to chase both growth and income globally is more important than ever for Australian income-seeking investors
CBA
Commonwealth Bank of Australia
ASX:CBA
Followed by
1674
people
PGI2
Plato Global Shares Income Fund - Active ETF
ASX:PGI2
Followed by
16
people
+2
CBA
Commonwealth Bank of Australia
ASX:CBA
Followed by
1674
people
PGI2
Plato Global Shares Income Fund - Active ETF
ASX:PGI2
Followed by
16
people
NASDAQ:MU
Micron Technology Inc. Common Stock
NASDAQ:MU
Followed by
2
people
NYSE:LRCX
Lam Research Corp
NYSE:LRCX
Followed by
1
person
Dan Pennell
Plato Investment Management
October 27, 2026 07:54
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