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Latest
Buy Hold Sell
Outlook Series
Series
Buy Hold Sell
Fund in Focus
Meet The Investor
Rapid Fire
Signal or Noise
Success and More Interesting Stuff
The Pitch
The Rules of Investing
Views from the Top
Categories
Asset Allocation
Commodities
Daily Report
Education
Equities
Fixed Income
Funds
Investment Theme
Macro
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Property
Weekend Report
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Australia’s #1 site for expert investment analysis and insights
Tailored to make you a better, more informed investor.
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Equities
Want CBA alternatives? Here's a new wave of dividend darlings
The strong performance of markets in 2024 has kept the issue of company valuations front of mind, particularly in the banking sector. In a recent wire titled Is CBA overvalued?, Dr Don Hamson highlighted that one of the most common concerns among Plato Investment Management's Aussie clients in 2024 was the valuation...
Dan Pennell
, Plato Investment Management
Asset Allocation
Should you own stocks, gold, or bitcoin? Legendary investor who predicted the ’87 crash has an answer
Tom Richardson
, Livewire Markets
Macro
What’s driven the fall in the Australian Dollar?
Shane Oliver
, AMP
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EDITOR PICKS
Equities
20 stocks that could benefit from Trump's Stargate AI project
Thomas Rice
, Minotaur Capital
Equities
An energy stock at “a hyper-compelling, rock-bottom valuation” (and 9 other stocks to watch)
Sara Allen
, Livewire Markets
Asset Allocation
Investors are bullish on these 3 assets - and bearish everything else
Hans Lee
, Livewire Markets
Equities
Your 2025 ASX highest dividend yield stocks playbook
Carl Capolingua
, Livewire Markets
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Livewire has assembled the country's finest investment minds and will draw on their collective expertise, ensuring you dodge the potholes and harness the tailwinds over the year ahead.
View all 146 wires
SERIES SPONSOR
Outlook Series
Slowdowns in this sector tend to be short-lived (and a handful of stocks to catch the bounce)
Chris Conway
, Livewire Markets
Outlook Series
Nick Guidera’s four small cap ideas for staying ahead of the herd
James Marlay
, Livewire Markets
Outlook Series
Drill, baby, drill: 6 stocks to play oil, uranium and other key commodities
James Marlay
, Livewire Markets
View all 146 wires
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Outlook Series
This ASX name is guiding to 15% profit growth and has a founder who is buying
As part of the 2025 Outlook Series, Livewire interviewed 10 fund managers. Here, we share the full interview with Ellerston's James Barker.
Chris Conway
, Livewire Markets
Outlook Series
Global growth and shorting opportunities abound
There's robust potential in US tech, pharma and Qantas, while red flags exist in a number of ASX companies that make them short candidates.
Dr David Allen
, Plato Investment Management
Outlook Series
The 10 most-tipped ASX income stocks for 2025
Here you will find your top-tipped ASX income stock picks from the 2025 Outlook Series Survey.
Sara Allen
, Livewire Markets
Equities
An energy stock at “a hyper-compelling, rock-bottom valuation” (and 9 other stocks to watch)
Seneca’s Luke Laretive discusses the worst performing sectors on the ASX and where to invest.
Sara Allen
, Livewire Markets
BUY HOLD SELL
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Buy Hold Sell
Buy Hold Sell: 3 nice stocks and 2 on the naughty list for 2025
Buy Hold Sell
, Livewire Markets
Buy Hold Sell
2024 has been a cracking year for ASX investors. What's in store for 2025?
Buy Hold Sell
, Livewire Markets
Buy Hold Sell
Buy Hold Sell: 5 dogs of 2024 tipped to rebound in 2025
Buy Hold Sell
, Livewire Markets
Buy Hold Sell
Buy Hold Sell: 3 ASX stocks the market loves (and 2 that are flashing red)
Buy Hold Sell
, Livewire Markets
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Manage Editor Pick
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Latest
Equities
January 24, 2025 16:23
Our 2025 Investment Outlook – big themes for the year ahead
Opportunities emerge as China shifts gears, banks face valuation pressure, and real asset M&A heats up amid an indexing frenzy
360
LIFE360 Inc
ASX:360
Followed by
693
people
ALD
Ampol Ltd
ASX:ALD
Followed by
518
people
BHP
BHP Group Ltd
ASX:BHP
Followed by
2155
people
+12
360
LIFE360 Inc
ASX:360
Followed by
693
people
ALD
Ampol Ltd
ASX:ALD
Followed by
518
people
BHP
BHP Group Ltd
ASX:BHP
Followed by
2155
people
CBA
Commonwealth Bank of Australia
ASX:CBA
Followed by
1591
people
CSL
CSL Ltd
ASX:CSL
Followed by
1419
people
+10
Blake Henricks
Firetrail Investments
January 24, 2025 16:23
Equities
January 24, 2025 14:20
2 ideas in 200 words #2
2 compelling investment ideas to take away and research
AIZ
Air New Zealand Ltd
ASX:AIZ
Followed by
678
people
IPH
IPH Ltd
ASX:IPH
Followed by
48
people
QAN
Qantas Airways Ltd
ASX:QAN
Followed by
736
people
AIZ
Air New Zealand Ltd
ASX:AIZ
Followed by
678
people
IPH
IPH Ltd
ASX:IPH
Followed by
48
people
QAN
Qantas Airways Ltd
ASX:QAN
Followed by
736
people
Romano Sala Tenna
Katana Asset Management
January 24, 2025 14:20
Equities
January 24, 2025 10:26
Starting points matter
Understanding the three components of shareholder returns.
Emma Fisher
Airlie Funds Management
January 24, 2025 10:26
Equities
January 24, 2025 09:11
AusQuest eyes holy grail of exploration with first taste of copper-gold porphyry find
Tiddler’s shares soar as investors contemplate huge upside; Appetite for big deposits sees third parties in due diligence with Sunstone.
AQD
Ausquest Ltd
ASX:AQD
Followed by
27
people
BHP
BHP Group Ltd
ASX:BHP
Followed by
2155
people
IGO
IGO Ltd
ASX:IGO
Followed by
234
people
+2
AQD
Ausquest Ltd
ASX:AQD
Followed by
27
people
BHP
BHP Group Ltd
ASX:BHP
Followed by
2155
people
IGO
IGO Ltd
ASX:IGO
Followed by
234
people
S32
SOUTH32 Ltd
ASX:S32
Followed by
496
people
STM
Sunstone Metals Ltd
ASX:STM
Followed by
23
people
Barry FitzGerald
Independent Journalist
January 24, 2025 09:11
Featured
The 10 most-tipped ASX growth stocks for 2025
Can your picks, including CSL, BHP and WTC, do it again in 2025? Here are the 10 top-tipped growth stocks for 2025.
Sara Allen,
Livewire Markets
Asset Allocation
January 24, 2025 06:00
Should you own stocks, gold, or bitcoin? Legendary investor who predicted the ’87 crash has an answer
The post-pandemic world of record money printing and debt means investors must adjust or lose out. Tudor-Jones explains how to make money.
Tom Richardson
Livewire Markets
January 24, 2025 06:00
Education
January 24, 2025 05:18
Why GDP doesn’t drive the stock market
A common misperception Fisher Investments Australia sees: that GDP growth correlates with stock market performance
Fisher Investments Australia®
January 24, 2025 05:18
Macro
January 23, 2025 17:00
QLD's budget "black hole" a catalyst for government action
The new state government is forecasting a substantially worse budget outlook, with a massive increase in public debt.
Kieran Davies
Coolabah Capital
January 23, 2025 17:00
Equities
January 23, 2025 14:10
ASX coal stocks BHP, Whitehaven, New Hope and Yancoal face nervous wait for 2025 price recovery
Coal prices are forecast to recover after sharp declines in 2024, but will this stem the share price declines across ASX coal producers?
BHP
BHP Group Ltd
ASX:BHP
Followed by
2155
people
CRN
Coronado Global Resources Inc
ASX:CRN
Followed by
83
people
NHC
New Hope Corporation Ltd
ASX:NHC
Followed by
193
people
+3
BHP
BHP Group Ltd
ASX:BHP
Followed by
2155
people
CRN
Coronado Global Resources Inc
ASX:CRN
Followed by
83
people
NHC
New Hope Corporation Ltd
ASX:NHC
Followed by
193
people
SMR
Stanmore Resources Ltd
ASX:SMR
Followed by
42
people
WHC
Whitehaven Coal Ltd
ASX:WHC
Followed by
326
people
+1
Carl Capolingua
Livewire Markets
January 23, 2025 14:10
Equities
January 23, 2025 13:19
20 stocks that could benefit from Trump's Stargate AI project
US President Donald Trump has launched a new US$500 billion AI initiative in partnership with SoftBank, OpenAI and Oracle.
NASDAQ:AMD
Advanced Micro Devices Inc. Common Stock
NASDAQ:AMD
Followed by
17
people
NASDAQ:CSCO
Cisco Systems Inc. Common Stock (DE)
NASDAQ:CSCO
Followed by
6
people
+13
NASDAQ:AMD
Advanced Micro Devices Inc. Common Stock
NASDAQ:AMD
Followed by
17
people
NASDAQ:CSCO
Cisco Systems Inc. Common Stock (DE)
NASDAQ:CSCO
Followed by
6
people
NASDAQ:DLR
Digital Realty Trust Inc. Common Stock
NASDAQ:DLR
Followed by
1
person
NASDAQ:EQIX
Equinix Inc. Common Stock REIT
NASDAQ:EQIX
Followed by
3
people
+11
Thomas Rice
Minotaur Capital
January 23, 2025 13:19
Equities
January 23, 2025 13:04
With major banks “priced for perfection”, these 4 stocks offer value in ASX financials
Investors are rightly concerned about banks' elevated valuations. Here are names to turn to for investors seeking better value.
ANZ
ANZ Group Holdings Ltd
ASX:ANZ
Followed by
6582
people
CBA
Commonwealth Bank of Australia
ASX:CBA
Followed by
1591
people
JDO
Judo Capital Holdings Ltd
ASX:JDO
Followed by
43
people
+5
ANZ
ANZ Group Holdings Ltd
ASX:ANZ
Followed by
6582
people
CBA
Commonwealth Bank of Australia
ASX:CBA
Followed by
1591
people
JDO
Judo Capital Holdings Ltd
ASX:JDO
Followed by
43
people
MPL
Medibank Private Ltd
ASX:MPL
Followed by
174
people
MQG
Macquarie Group Ltd
ASX:MQG
Followed by
1320
people
+3
Vishal Teckchandani
Livewire Markets
January 23, 2025 13:04
Investment Theme
January 23, 2025 10:00
9 ETFs to tap the ASX's income hotspots
With the dividend yield of CBA now less than its term deposit, income investors will have to start asking some tough questions.
AAA
Betashares Australian High Interest Cash ETF
ASX:AAA
Followed by
533
people
IAF
Ishares Core Composite Bond ETF
ASX:IAF
Followed by
55
people
IEM
Ishares MSCI Emerging Markets ETF
ASX:IEM
Followed by
64
people
+6
AAA
Betashares Australian High Interest Cash ETF
ASX:AAA
Followed by
533
people
IAF
Ishares Core Composite Bond ETF
ASX:IAF
Followed by
55
people
IEM
Ishares MSCI Emerging Markets ETF
ASX:IEM
Followed by
64
people
IFRA
Vaneck Ftse Global Infrastructure (Aud Hedged) ETF
ASX:IFRA
Followed by
28
people
IOO
Ishares Global 100 ETF
ASX:IOO
Followed by
220
people
+4
Hans Lee
Livewire Markets
January 23, 2025 10:00
Equities
January 23, 2025 08:45
Why monopolies outperform
Two real world examples with 21.5% and 32.5% compounded return since their IPOs.
NASDAQ:INTU
Intuit Inc. Common Stock
NASDAQ:INTU
Followed by
2
people
NASDAQ:VRSN
VeriSign Inc. Common Stock
NASDAQ:VRSN
Followed by
2
people
NASDAQ:INTU
Intuit Inc. Common Stock
NASDAQ:INTU
Followed by
2
people
NASDAQ:VRSN
VeriSign Inc. Common Stock
NASDAQ:VRSN
Followed by
2
people
Sam Chipkin
5AM Capital
January 23, 2025 08:45
Equities
January 23, 2025 06:00
5 lessons from 5 years of COVID
We didn’t know it, but the ‘stay at home’ order was a historic buy signal for investors.
NASDAQ:MRNA
Moderna Inc. Common Stock
NASDAQ:MRNA
Followed by
5
people
NASDAQ:PTON
Peloton Interactive Inc. Class A Common Stock
NASDAQ:PTON
Followed by
13
people
+1
NASDAQ:MRNA
Moderna Inc. Common Stock
NASDAQ:MRNA
Followed by
5
people
NASDAQ:PTON
Peloton Interactive Inc. Class A Common Stock
NASDAQ:PTON
Followed by
13
people
NASDAQ:ZM
Zoom Video Communications Inc. Class A Common Stock
NASDAQ:ZM
Followed by
2
people
Tom Stevenson
Fidelity International
January 23, 2025 06:00
Equities
January 23, 2025 06:00
An energy stock at “a hyper-compelling, rock-bottom valuation” (and 9 other stocks to watch)
Seneca’s Luke Laretive discusses the worst performing sectors on the ASX and where to invest.
AGL
AGL Energy Ltd
ASX:AGL
Followed by
2807
people
ALQ
Als Ltd
ASX:ALQ
Followed by
204
people
AZYN
Antipa Minerals Ltd
ASX:AZYN
Followed by
3
people
+7
AGL
AGL Energy Ltd
ASX:AGL
Followed by
2807
people
ALQ
Als Ltd
ASX:ALQ
Followed by
204
people
AZYN
Antipa Minerals Ltd
ASX:AZYN
Followed by
3
people
IMD
IMDEX Ltd
ASX:IMD
Followed by
60
people
KAR
Karoon Energy Ltd
ASX:KAR
Followed by
88
people
+5
Sara Allen
Livewire Markets
January 23, 2025 06:00
Equities
January 22, 2025 13:45
Beep Beep: Why we consider CAR Group a quality
investment
What the market is missing on CAR Group
CAR
CAR Group Ltd
ASX:CAR
Followed by
164
people
CAR
CAR Group Ltd
ASX:CAR
Followed by
164
people
Firetrail Investments
Firetrail Investments
January 22, 2025 13:45
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Asset Allocation
January 22, 2025 13:00
Investors are bullish on these 3 assets - and bearish everything else
Money managers are still bullish, cash is still at multi-year lows, but investors are questioning the soft landing consensus.
Hans Lee
Livewire Markets
January 22, 2025 13:00
Outlook Series
January 22, 2025 11:30
Slowdowns in this sector tend to be short-lived (and a handful of stocks to catch the
bounce)
Platinum's Zoe Middleton explains how leading companies have centuries of adapting to changes in this sector.
NASDAQ:TCOM
Trip.com Group Limited American Depositary Shares
NASDAQ:TCOM
Followed by
1
person
NASDAQ:TCOM
Trip.com Group Limited American Depositary Shares
NASDAQ:TCOM
Followed by
1
person
Chris Conway
Livewire Markets
January 22, 2025 11:30
Investment Theme
January 22, 2025 11:00
What’s next for Australian real estate private credit?
Discover the intricacies of Australian private credit and explore the recent growth and insights into the future of this alternative asset.
Alan Greenstein
Zagga Investments
January 22, 2025 11:00
Equities
January 22, 2025 08:45
Want CBA alternatives? Here's a new wave of dividend darlings
The strong performance of markets in 2024 has kept the issue of company valuations front of mind, particularly in the banking sector. In a recent wire titled Is CBA...
ANZ
ANZ Group Holdings Ltd
ASX:ANZ
Followed by
6582
people
CBA
Commonwealth Bank of Australia
ASX:CBA
Followed by
1591
people
NAB
National Australia Bank Ltd
ASX:NAB
Followed by
1234
people
+5
ANZ
ANZ Group Holdings Ltd
ASX:ANZ
Followed by
6582
people
CBA
Commonwealth Bank of Australia
ASX:CBA
Followed by
1591
people
NAB
National Australia Bank Ltd
ASX:NAB
Followed by
1234
people
WBC
Westpac Banking Corporation
ASX:WBC
Followed by
1399
people
NASDAQ:JPM
JP Morgan Chase & Co. Common Stock
NASDAQ:JPM
Followed by
4
people
+3
Dan Pennell
Plato Investment Management
January 22, 2025 08:45
Macro
January 22, 2025 07:20
Trump's first 100 days: Five policies shaping markets in 2025
With an ambitious policy agenda, President Donald Trump's first 100 days in office will provide an early indication of his ability to sustain momentum in delivering on...
Seema Shah
Principal Asset Management
January 22, 2025 07:20
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