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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.

Outlook Series

How to capture the opportunity in global equities in 2024 and beyond

A new cycle of rapid innovation is upon us.
+6
Nikki Thomas
Nikki Thomas
Magellan Investment Partners
Equities

Woodside, Santos attractive, but this is the cheapest stock in ASX energy: JP Morgan

JP Morgan has released its quarterly outlook for crude oil resulting in changes to the broker’s estimates for is ASX energy coverage.
ALD
BPT
+6
Carl Capolingua
Livewire Markets
Equities

10 of the highest returning equities funds in Australia

In this wire, we crunch the data on the country's top-performing Aussie equities small and large-cap funds.
AD8
APA
+30
Ally Selby
Livewire Markets
Outlook Series

9 of the best stocks to buy in a sell-off

There's always a chance to buy some of your favourite stocks at cheaper prices... Here's a list of stocks to add to your wishlist.
PME
REA
+3
Buy Hold Sell
Livewire Markets
Outlook Series

Move over Magnificent Seven!

Why these three global stocks look more attractive in 2024
Andrew Clifford
Andrew Clifford
Platinum Asset Management
Equities

The bargain hunter's guide to undervalued stocks for the start of 2024

The economy might be slowing but perhaps that’s good news for investors looking for value picks.
AGL
ASX
+16
Sara Allen
Livewire Markets
Equities

The 5 big growth drivers propelling this asset class (even in volatile times)

If these investments don't happen, we as a society go backwards - and infrastructure is one of the biggest drivers and beneficiaries.
Sara Allen
Livewire Markets
Equities

Aluminium, Copper, Nickel, Lithium: Which ASX miners are nearing the profitability cliff?

Several mining companies big and small may struggle to maintain production at present prices.
AWC
BHP
CXO
+6
Carl Capolingua
Livewire Markets
Equities

It’s difficult being different

The good news though is that trends like this can’t last forever.
AWC
BHP
+5
Simon Mawhinney
Allan Gray
Outlook Series

Three sectors, four stocks and one ETF to play a slowing economy in 2024

Prioritise companies that produce needs rather than wants in a difficult macro environment.
GNC
+2
Mark Gardner
MPC Markets
Equities

ASX Industrials – Broker views on the sector’s 5 largest firms

There is plenty to like in ASX industrials, which captures a broad range of industries including infrastructure and transport.
BXB
CPU
REH
+2
Glenn Freeman
Livewire Markets
Outlook Series

No bears here: Why these 12 fund managers are running with the bulls in 2024

Following a year of uncertainty, none of the fund managers featured in the Outlook Series were bearish ahead of 2024. Find out why...
A1N
Buy Hold Sell
Livewire Markets
Outlook Series

Dogs of the ASX win again in 2023

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.
DOW
+5
Hugh Dive
Atlas Funds Management
Equities

2024 outlooks for 5 key sectors in global equities

Five portfolio managers discuss stocks and key themes to watch in 2024.
Antipodes Partners
Antipodes
Outlook Series

The #1 stock picks for 2024

Livewire rounded up 12 of Australia's brightest investment minds for their highest conviction stock picks for 2024.
A1M
+11
Buy Hold Sell
Livewire Markets
Rapid Fire

Why 2024 could be a year for ASX bulls

These money managers are fully invested in Australian equities.
ALD
BGA
+6
Sara Allen
Livewire Markets
Equities

Small cap sector underperformance is creating an opportunity

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.
AUB
EQT
IFM
+4
Katie Hudson
Yarra Capital Management
Equities

“Tough market conditions” not limited to Core Lithium

Core suspends mining at its flagship Finniss operation due to "tough market conditions". Which other ASX lithium stocks are at risk?
CXO
IGO
+5
Carl Capolingua
Livewire Markets
Equities

Volatility crush: Complacency or simply Confidence?

Equity market volatility has been crushed. Does this lack of fear suggest complacency, or historically has this been a good time to invest?
Alastair MacLeod
Elston Asset Management
Equities

ASX January jitters! Aussie investors' 2024 seasonal roadmap

Seasonal data suggests January underperforms after strong Decembers – just like the one we experienced in 2023.
Carl Capolingua
Livewire Markets
Equities

Why I like these Crazy-Eight China A-Shares

The collapse of China chatter seems overcooked. The China A-share market now looks like a screaming buy, so I list my Crazy-Eight top picks.
Kingsley Jones
Jevons Global
Equities

From the AIS to the NBA: How this Aussie small cap is making a name for itself around the globe

For our holiday edition of Stocks Neat, I am filling in for Gareth and Steve and I'm joined by a special guest, Will Lopes. Will is the CEO and Managing Director of...
Alex Shevelev
Forager
Equities

Why the S&P 500’s five-year prospects are poor

Its valuation is unappealing and it’s extremely top-heavy. If these variables revert to historical means, investors will sustain losses.
+5
Chris Leithner
Leithner & Company Ltd
Equities

10 worst performing ASX stocks of 2023

Critical metal stocks didn't fare well, especially lithium.
29M
+8
Kiryll Prakapenka
Fat Tail Investment Research
Buy Hold Sell

Buy Hold Sell: 6 stocks that could surprise in 2024

In this episode, First Sentier's David Wilson and Atlas Funds' Hugh Dive each highlight 3 stocks they expect to have a big 2024
BAP
IPL
+4
Buy Hold Sell
Livewire Markets
2801-2825 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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