ASX 200

The economy might be slowing but perhaps that’s good news for investors looking for value picks.

Bad news for Aussie lithium stocks, a souped-up Commodore 64 thinks it can reduce lithium in batteries by up to 70%.

Several mining companies big and small may struggle to maintain production at present prices.

Tech and uranium were the key themes for the top-performers last year.

The good news though is that trends like this can’t last forever.

Prioritise companies that produce needs rather than wants in a difficult macro environment.

The ASX 200 followed strong overseas leads to log a modest gain as all sectors but Energy prospered.

There is plenty to like in ASX industrials, which captures a broad range of industries including infrastructure and transport.

Betashares and Global X put forward the ETFs they believe can deliver strong capital growth in 2024.

Would you hold a portfolio of the ASX's worst performers? I look at the performance of the dogs of 2022 and identify the dogs of 2023.

Stocks fell Monday, extending January's losses as investors pared back over-optimistic bets on when the first interest rate cut might occur.

Livewire rounded up 12 of Australia's brightest investment minds for their highest conviction stock picks for 2024.

Yarra Capital's Dion Hershan discusses a "no landing" scenario and his team's broader market views in this wide-ranging interview

These money managers are fully invested in Australian equities.

As we look ahead to 2024, a number of themes are apparent. Here is our take on three of them and the implications for small cap portfolios.

Core suspends mining at its flagship Finniss operation due to "tough market conditions". Which other ASX lithium stocks are at risk?

Weekly Update | 22nd December, 2023

Critical metal stocks didn't fare well, especially lithium.

In this episode, First Sentier's David Wilson and Atlas Funds' Hugh Dive each highlight 3 stocks they expect to have a big 2024

Macquarie sees potential for further weakness in lithium prices, triggering downgrades and slashed price targets for ASX lithium stocks.

The secret to constructing portfolios with a strong stomach is to be "brutally self-aware", says Yarra Capital Management's Dion Hershan.

As the red metal knocks on the door of US$4/lb, smaller copper stocks such as FireFly and Rex look set to enjoy highly valuation metrics.

In this episode of The Pitch, TMS Capital's Ben Clark discusses what private market investors do differently, and what to learn from them.

Just like us punters, the professionals sometimes pick a poor performing stock or make the wrong macro call.