ASX 100

High P/E stocks’ blistering run appeared to have come to a screeching halt in April and May, when the Aussie tech sector got sliced by over 15%. But June showed us...

The year is half over already and companies (and the ATO) have just closed the books for another financial year. That means it's time for another update on your...

Job seekers routinely are warned that a recruiter will accept or reject an application in a matter of seconds, with a missing keyword or a grammatical error consigning...

A “U-turn” in the one-way traffic that has driven markets for around 40 years presents one of the most exciting investment environments in decades. The rock-bottom...

In a previous Livewire video wire we introduced the idea of a "one stock portfolio". This story is about a Marcus Today member who took it literally and turned...

Don’t buy Quality stocks if you’re looking to get rich quick. That said - if done right - you might get rich slowly.  That’s one of the overarching messages I’ve...

In part 1 of this three-part series, we examined the big questions facing the office sector. The conclusion was simple enough; work from home (WFH) will become more...

Consistent with trends in past budgets, the 2021 Federal Budget saw the Commonwealth Treasurer identify a further $15.2 billion in new spending on major...

Well, the kryptonite of share markets is well and truly back: Inflation. Yes, the nemesis of both common and superhuman investors alike, has risen from the dead after...

In the under-researched and often illiquid world of small and mid-caps, stocks are largely driven by individual factors. If a company’s product or service succeeds and...

A potential “taper tantrum” as the US Federal Reserve eventually winds back record stimulus is the number #1 macro topic for 2021, Wilson Asset Management portfolio...

Out of countless ‘COVID surprises’, the Australian consumer has been the most astounding. Its strength has dragged our economy out of what could have been a...

Investing in lithium over recent years has been an extremely volatile ride which has seen heavyweights like Orocobre (ORE) more than double and then half over just a...

The Western Australian (“WA”) economy continues to go from strength to strength as per the latest release of Labour Force data from the Australian Bureau of Statistics...

Others see a world dominated by central bank interventions, fiscal stimulus, a virus that refuses to surrender, still rising inequality, asset price inflation and a...

Well, I think we can all agree it's been a strange week. Masks are once again mandatory in New South Wales, borders are shuttered, and travel plans, devastatingly,...

The end of the dream run for Growth and a longer-term period of outperformance for Quality could be close, says Fairlight Asset Management portfolio manager Ian...

In keeping with the pre June 30 EOFY vibe, this week your columnist opines on a few well known underperformers that arguably are worthy of being sacrificed on the...

You know certain parts of the stock market are getting toppy when fund managers drop the “C” word. Comparisons with cryptocurrency emerged twice during the following...

Twelve months ago we wrote our second note on Mineral Resources (ASX: MIN) titled Can Mineral Resources be a $40 stock?. Within seven months our question was answered...

As iron ore prices sit at record highs of more than US$200 a tonne, the commodities supercycle is in full swing. While there are threats on the close horizon for iron...

Record-level household savings, robust demand for Australian commodities and a rapidly recovering domestic economy add up to a rosy outlook for Australian equities,...

Throughout Livewire’s 100 Top-Rated Fund Series, the country’s best fund managers have shared their views on the highs and lows of the investment landscape. From...

Throughout our Top-Rated Funds series, Australia's leading fund managers have overwhelmingly pointed to inflation as the biggest risk to markets over the...