ASX 100

The last decade was one of steady recovery from the GFC for the world, but also one of great uncertainty and political instability. Markets had the Euro crisis, US...

At the start of each calendar year, we like to take the time to identify what themes & opportunities (T&Os) have the potential to contribute to performance for the...

A more subdued session to end the first week back on the desk with stocks opening firm before trickling down from early highs into the close (2000 lots of futures done...

Plus, Legend’s latest assays fuel hopes of a new nickel-copper find in the Fraser Range and Sprott eyes a golden girl in Kalamazoo.The cooling US-China trade war is a...

In late December we ran the annual Livewire Predictions and Top Picks survey and had a monster 6,987 responses. As soon as we had our feet under the desk after the...

Like many local technology trailblazers before it, Catapult (CAT) has endured a turbulent first 5 years as a listed company on the ASX. One only has to view its...

A bullish open to trade this morning where the market cracked and held above 7000, keying off the US/China love in overnight. While the US market was higher, local...

A lot is being written right now about LICs. We’d like to put in our two cents worth. As an investor, we were initially attracted to the LIC sector by the quality of...

Prior to the end of 2019, Fiftyone Capital shared an update with our investors in the Progressive Global Fund regarding our holding Paradigm Biopharmaceuticals...

It can be a difficult task separating those stocks which are poised for a turnaround and those which are set to implode. But as Greig Bryson of Nikko Asset Management...

The issues around performance of LICs/LITs, which is impacting the debate on stamping fees, should be addressed fairly and objectively, not by flawed analysis,...

Last month we ran our annual Predictions and Top Picks survey, which had an overwhelming response with nearly 7,000 investors participating. Not only was this nearly...

Depending on who you’re listening to, crowds can be either wise, or completely mad. In reality, both are probably true at various points in time. But whether you’re a...

(Ed note: first published Jan 8th 2020). The last quarter of 2018 was a bloodbath for markets, with much of the carnage taking place during 'Red October'. While many...

The U.S. is expected to spend a quarter of its entire GDP on healthcare over the next five years, while governments in the rest of the developed world will continue to...

In this wire, we share our most favoured stocks for 2020 with a brief description of each company. We also recap key market events, the current investing environment,...

The greatest returns on the stock market rarely come from buying the well-loved stocks whose share prices have recently performed strongly, but rather from unloved...

At the start of 2019, I selected a A recession proof, property proof ASX portfolio for Livewire. An equal weighted investment in the 12 stocks would have returned...

(Ed note: First published 31st Dec 2019): We all love quality businesses, but quality usually commands a premium and sometimes that premium is just too high. In the...

Each year we run the Livewire Outlook Series where we invite a selection of fund managers to share their prophecies for the new year. But we also enjoy throwing in...

Investing in equities is a long game, with share prices in the short-term influenced by market emotions, forced selling, and Trump tweets – factors that often have...

It’s not every day that you sit down with a member of the Australian fund managers hall of fame, let alone the first woman to be inducted. As a 20-year-old female,...

There are so many reasons why it makes commercial sense for resource companies to be leaders in environmental, social, and governance (ESG) factors, so BHP’s ‘Social...

In this report, our analysts share their sector view and top stock picks for 2020 across a range of sectors including banks and general insurers, LICs and LITs,...