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Equities

Listed stock commentary covering small-caps to big-caps, growth to income, domestic to global, and momentum to deep value.

Equities

What companies are telling us about the year ahead

Discover the eight themes emerging from our company engagements so far this year, and what it says about the balance of 2024 and beyond.
Adrian Martuccio
Adrian Martuccio
Bell Asset Management
Listed Series
Sponsored

Matt Haupt's contrarian take on the Australian market (and stocks to watch)

Wilson Asset Management's Matthew Haupt shares where to find value and his contrarian stock picks in this interview for the Listed Series.
AGL
AMC
APA
+6
Sara Allen
Livewire Markets
Equities

Casting Credit: The risks facing US credit and equities in 2024

US market valuations have continued to rise. Equity price-to-earnings ratios are at two-year highs and credit spreads are back to where they were before the Federal...
Chris Iggo
BNP Paribas Asset Management
Equities

The extraordinarily super Super Micro Computer

In this article we look at the extraordinary rise of Super Micro.
Stephen Bennie
Castle Point Funds
Equities

Whitehaven Coal (WHC) – why a re-rate is imminent

They're the cheapest stock in the ASX 100 and production doubles next month.
Hendrik Bothma
Katana Asset Management
Equities

Latest Episode: 'Cocktails & Commodities'

I sit down with my old desk buddy Shae Russell to chat small caps
Callum Newman
Fat Tail Investment Research
Equities

Why 2024 will be a ‘show me’ year

2023 global equity returns were dominated by an alphabet soup of megatrends.
RMD
+9
Elfreda Jonker
Alphinity Investment Management
Equities

This Australian company is looking to ride the tailwinds of a uranium supply gap

To understand the uranium market, it is important to understand the role uranium plays in the nuclear energy supply chain.
BOE
Tim Montague-Jones
ASR Wealth Advisers
Equities

How to identify the best ASX tech stocks (and two key picks)

Over the past decade, large cap Australian tech stocks have outperformed the broader ASX 200 index. These stocks have a history of trading at high valuation multiples...
CAR
+17
Rob Crookston
Rob Crookston
Wilsons Advisory
Equities

Ozempic and beyond, inside the weight loss drug revolution

In this episode of "Inside the Rope," host David Clark welcomes back Dr. Craig Collie from Regal Funds Management to delve into the groundbreaking developments in the...
David Clark
Koda Capital
Equities

Why we love investment bankers

Warren Buffett is a voracious arbitrageur. We'll tell you why and how to emulate this style of investment.
LTR
ORG
+2
Nicholas Sproats
Harvest Lane
Equities

Tell me what you're good at

The role of investors in sensibly estimating a business’ worth can easily morph into rolling the dice when emotions are running high.
AWC
BLD
+11
Martin Conlon
Schroders
Equities

Macquarie’s massive ASX metals and energy stocks review: Deluge of downgrades!

Macquarie has adjusted its commodity price forecasts resulting in ratings and price target changes for ASX several metals and energy stocks.
29M
+26
Carl Capolingua
Livewire Markets
Equities

Why consistent demand and falling inflation mean the ASX can continue to rally

In the following Rapid Fire, Centennial's Michael Carmody outlines why the Aussie market can keep rallying post reporting season
GQG
JBH
NCK
+3
Chris Conway
Livewire Markets
Listed Series

Nick Griffin’s formula for double-digit returns (plus 13 stocks Munro is backing for the long-term)

While growth might be back, sorting the winners from the losers will be the key to driving returns according to Nick Griffin.
+10
Chris Conway
Livewire Markets
Equities

Market insights: Navigating the global market landscape

In this video, I discuss the complexities of current market dynamics and where I see opportunities for value investing.
Paul Moore
PM Capital
The Rules of Investing

Warryn Robertson's guide to picking the best infrastructure stocks on the ASX and abroad

Lazard's Warryn Robertson shares his rules for identifying the best infrastructure companies in Australia and abroad.
ALX
TCL
The Rules of Investing
Livewire Markets
Equities

The 4 simple steps to unearthing great investment opportunities

In a complex market environment, this article provides a four-step approach to identify promising long-term investment opportunities.
+1
Andrew Macken
Montaka Global Investments
Fund in Focus
Sponsored

How to identify winning growth stocks (and 2 that Michael Wayne has recently been buying)

In this Fund in Focus, Medallion Financial's Michael Wayne points to some of the stocks that have led to his outperformance.
AD8
GQG
+2
Ally Selby
Livewire Markets
Equities

4 sectors to drive 12% earnings growth over the next 12 months

JPMorgan Asset Management’s Sven Anders shares his views on the US equity market.
+1
Hans Lee
Livewire Markets
Equities

Is there another BHP on the ASX?

The mining industry is changing. Can BHP keep up or is there another miner waiting in the wings?
BHP
LTR
PLS
+3
Sara Allen
Livewire Markets
Equities

Green Fatigue: the declining popularity in ESG investing

Despite the undeniable significance of environmental, social, and governance (ESG) factors in both business practices and personal consumption, investor dollars are...
+2
Marc Jocum
Global X ETFs
Equities

Seneca's top 3 small-cap picks (and 1 fundie darling we're avoiding)

Do you want to know how to invest like Warren Buffett did in the 1960's AND get exposure to NVIDIA at the same time?
AD8
AMS
HUB
+8
Luke Laretive
Seneca Financial Solutions
Equities

February 2024 reporting season recap with Firetrail Investments

Want a summary of the recent Aussie reporting season in 5 mins? We've got you covered!
+4
Eliza Clarke
Firetrail Investments
Equities

Goldman Sachs: A mixed bag for ASX small-caps (and 2 BUY ratings)

The sell-side broker has shifted its price targets for several names while retaining its ratings, with two standout "buys" and one "sell".
DDR
DTL
+5
Glenn Freeman
Livewire Markets
2551-2575 of 8780
The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

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