Home Wires

Equities

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

Equities

Spirax Sarco: A business we hold in high esteem

A common misconception we encounter in discussions with our investors relates to the apparent incongruence between the small cap nature of the Fund and the quality...
Will Dowd, CFA
Fairlight Asset Management
Equities

The top performing global equity funds for FY22/23

Most global equity funds started in the red but had strong gains in the final six months of the 2022-2023 financial year.
+21
Sara Allen
Livewire Markets
Equities

5 underperforming small-caps of FY23 – and what the brokers make of them

A handful of the worst performing ASX 300 (ex-100) stocks of the last financial year
ARF
ELD
+2
Glenn Freeman
Livewire Markets
Equities

Why the US is still the dominant investment region (and how Aussies can access the opportunity)

If you can make it here, you can make it anywhere.
+14
Chris Conway
Livewire Markets
Rapid Fire

Fidelity's high conviction picks for disinflation and reflationary times

Investors have reaped the rewards of mining and big banks in the past, but Fidelity's Casey Mclean thinks tougher times are ahead.
CAR
CSL
Sara Allen
Livewire Markets
Equities

Artificial Intelligence - Global Use cases

The release of Chat GPT 3, last year, showed the world’s population the benefits that artificial intelligence (AI) can bring to their daily lives. I showed my children...
+4
Garry Laurence
Profeta Investments
Equities

All budding investments begin with an element of discomfort

Some of the best ideas start out as uncomfortable ones. Our latest one is a good example of this.
LLC
Simon Mawhinney
Allan Gray
Equities

Cloudy with a chance of thunderstorms

Though investors crave certainty and specific guidance, rising interest rates and stubbornly high inflation suggest unsettled weather ahead.
AWC
BLD
+5
Martin Conlon
Schroders
Equities

ASX reporting season preview: Why insurance stocks are poised to outperform

Insurance stocks QBE (ASX: QBE), Insurance Australia Group (ASX: IAG) and Suncorp (ASX: SUN) are trading around multi-year highs thanks to tailwinds such as rising...
Kerry Sun
Livewire Markets
Equities

UBS: Own "recession-detached" stocks (and 4 sector examples)

Confession season is becoming incredibly fascinating.
ASX
+7
Hans Lee
Livewire Markets
Equities

Where the fundies have lithium all wrong

Despite compelling evidence, fund managers continue to ignore, and as a result heavily discount, lithium brine projects.
BPT
+25
Luke Laretive
Seneca Financial Solutions
Equities

Why you should pack a bag for Hoboken if you want Germanium

Hoboken New Jersey is the wrong stop for Germanium. You really want to go to the original Hoboken in Belgium to score a baggie of Germanium
Kingsley Jones
Jevons Global
Equities

What's Not Priced In #7: Is the Market Asleep To Jaws of Death?

Look out! Tech stocks and sentiment are at bullish extremes.
Kiryll Prakapenka
Fat Tail Investment Research
Equities

Sticking to your guns

Looking back at FY23, the outperformance achieved has reinforced the importance of Sticking to your Guns: Adhering to Investment Protocols
Charlie Williams
HB Biotechnology
Equities

Where Goldman Sachs sees value among ASX lithium stocks

The investment bank is bearish on the commodity's price outlook but says opportunities remain among Australian producers.
AKE
IGO
PLS
Glenn Freeman
Livewire Markets
Equities

Gold, Iron Ore, Takeovers, CERI: Charlie Bass, Managing Director of Eagle Mountain Mining

This episode we certainly have a special opportunity to spend some time with a veteran of some 50 years of the mining industry, someone who originated from the US and...
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

The big boys are front-running rate cuts, which is great news for gold

Leverage exposure to the rate cycle can be found in Red 5, Bellevue and Rox. And Battery Age maturing nicely ahead of lithium assays.
BGL
+8
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: How bad will the fixed-rate mortgage cliff be (and 2 stocks that could still benefit)

In this episode, Alphinity's Andrew Martin and Tyndall's Michael Maughan discuss the winners and losers of higher rates.
+2
Buy Hold Sell
Livewire Markets
Equities

The top performing ASX small and mid-caps over the last 12 months (and 6 you should watch)

Amid the volatility in small and mid-caps, some companies saw extraordinary gains. But everything is not as it first appears.
360
A4N
AD8
+9
Sara Allen
Livewire Markets
Equities

The biotech roller coaster ride was in full flight in June

Despite some negative performers, there were still a number of companies that experienced significant share price gains.
AVH
+3
Claire Aitchison
Independent Investment Research
Equities

8 stocks poised to profit from 6 game-changing themes

Asia has the world's largest consumer market and some of the most exciting investment opportunities, says Christina Woon of abrdn.
Hans Lee
Livewire Markets
Equities

It’s been a tough time for small cap investors

We take a closer look into the ongoing and significant underperformance of Australian smaller market capitalisation companies.
Stephen Bennie
Castle Point Funds
Equities

Building a World Cup winning portfolio

As countries put up their best to battle it out, Nick Thomson from Lakehouse Capital puts together a tournament-winning portfolio
+3
Nick Thomson
Lakehouse Capital
Equities

Three companies seizing the power of automation

We examine the role that organisational design; and automation play in positioning companies to create competitive advantage
+1
Francyne Mu
Franklin Templeton
Equities

Five themes on our shopping list

We may be entering a rewarding period for investors and commentators making doomsday predictions could well be pyrrhic victories
Dion Hershan
Yarra Capital Management
3451-3475 of 8787
The 10th annual Livewire Live 2026

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

22 September 2026 Art Gallery of NSW, Sydney

Register Now