ASX 200

With apologies to George W. Bush^ for the title of our note, sometimes it is easy to underestimate how quickly, ‘slow’ and ‘consistent’ foundational change is...

We spend a great deal of time analysing data and few charts have created more debate in the Firetrail office over the past several years than that of new car sales. On...

Our lack of exposure to the high-growth technology sector and the stable earnings streams from the healthcare and consumer staples sectors may seem extreme. But so are...

Gold was threatening to recover over recent weeks only to plunge over $US60 an ounce on Friday. When I reviewed the market on Saturday morning, I could almost hear a...

Much has been written about the great value rotation in the past few weeks. To be fair, despite many predicting the premature death of value investing it was probably...

After a year many would describe as the most challenging in recent memory we are optimistic on the human spirit bouncing back in 2021. Whether it be reigniting the...

It has become a lauded tradition here within the great halls of Livewire Markets to each year celebrate the investment aptitude and foresight of you, our valuable...

A recent magazine cover highlights the current mood in stock markets. The collapse in March seems like a distant memory given that most stock market benchmarks around...

Welcome to the third of a three-part deep dive on the one sector that has been on everyone’s mind this year: Healthcare. It's a sector that rewards patient...

In December 2020, 5,137 Livewire readers fired up their spreadsheets, tweaked their assumptions and gazed into their crystal balls before nominating the stocks they...

Low-interest rates, government stimulus and a post-COVID structural shift in equities will define markets in 2021 according to James Gerrish of Market Matters. As we...

It was English writer Rudyard Kipling who famously wrote in his poem "If" of the value of "keeping your head when all about you are losing theirs". In a similar vein,...

If you were told that tomorrow the market would close for five years and you could only own shares in one company, which company would you choose? It's a challenging...

To understand how professional investors think about healthcare in the current environment, I recently asked three experts where they see the most opportunity in 2021,...

The “millionaire factory” investment bank Macquarie Group (ASX: MQG), buy-now-pay-later phenomenon Afterpay (ASX: APT), software firm Technology One (ASX: TNE) and...

It is a truth universally acknowledged that a decent investor in possession of a good sense of opportunity is in want of one great stock pick. Well, maybe not. But we...

Jamie Pherous embodies the importance of drive, resilience and talent. Having graduated at 20, following the status quo was never an option. After working across...

Welcome to one of Livewire's favourite times of the year, and we're not just talking about Christmas or summer, or having that well-earned after-work silly season...

There are some trades that so fill us with joy we become like a proud parent championing their children's sporting achievements, talking the ear off family and...

In a year in which medical matters dominated discussions at almost every level, healthcare has been a key investment theme. And as a sector it has performed relatively...

Over the next six weeks, I'll be sharing a special series of interviews with some of Australia's most successful businesspeople and investors. Rather than seeking...

In an otherwise challenging year, 2020 may be the year of the retail investor and ETFs. In only three years, the Australian ETF market has nearly tripled its funds...

The last two reporting seasons have clearly been highly unusual, and the way we’ve thought about earnings estimates for our companies is to worry a little bit less...

There are REITs one can access around the globe, particularly in North America, offering exposure to sectors that are simply unavailable in Australia. Not only are...