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Equities

Securing Your Stake in the AI Gold Rush: A Strategic Investment Guide

Unleashing AI's potential: a deep dive into the most strategic investments for the AI revolution.
+4
Lachlan Hughes
Swell Asset Management
The Rules of Investing

8 mega-cap stocks have carried markets in 2023. Here’s what comes next

According to Jacob Mitchell, co-founder and CIO at Antipodes Partners
The Rules of Investing
Livewire Markets
Equities

GARY Top 10: Yield investing has changed

Data driven multi strategy approach to yield investing for the next decade
ASB
ASX
CDA
+7
Mathan Somasundaram
Deep Data Analytics
Rapid Fire

He backed Pilbara, Mineral Resources, and WiseTech. He's now backing these stocks

Pendal's Brenton Saunders has a knack for finding mid-caps that end up becoming large caps. He tells us how he does it.
AKE
CAR
+11
Hans Lee
Livewire Markets
Equities

A hawkish RBA is a gift for dividend investors

But beware of falling into dividend traps (like the banks)
Greg Canavan
Fat Tail Investment Research
Equities

Investors urged to get set in copper ahead of 2025 price run

Plus, frenzy over Nimy’s results show lithium exploration is back in favour, which is good news for Cygnus ahead of its maiden resource.
29M
BHP
+2
Barry FitzGerald
Independent Journalist
Equities

Is now the time to load up on Resource stocks following the run in Tech?

Year to date, the technology sector has outperformed resources by over 20% posing the obvious question, has the elastic band now stretched too far? For extra spice,...
James Gerrish
Market Partners
Buy Hold Sell

Buy Hold Sell: 5 stocks for your radar right now

In this episode, PM Capital's Paul Moore and Antipodes' Jacob Mitchell analyse five stocks making waves on the global stage this year.
+1
Buy Hold Sell
Livewire Markets
Equities

The next nuclear renaissance

We believe the tide has turned in uranium and we are entering the next nuclear renaissance.
BOE
Phillip Hudak
Maple-Brown Abbott
Equities

Crowded Maison: Are global luxury stocks still a buy?

Global luxury stocks have been one of the best performing sub-sectors in the last 3 years. The STOXX Luxury Total Return Index is up 165% from the March 2020 COVID low...
Mary Manning
Alphinity Investment Management
Equities

Are the Big Four Banks' best days over?

Two sell-side opinions clash on whether the Big Four's best days are winding down.
+3
Hans Lee
Livewire Markets
Equities

Why ANZ should walk away from Suncorp

As a shareholder of ANZ, we would like the ANZ Board to walk away from buying Suncorp Bank. Our reasons are simply the price offered is too high and the market...
SUN
Catherine Allfrey
WaveStone Capital
Expert Insights

It's been 11 months since this portfolio manager invested in Pilbara Minerals and Lynas. This is what’s next

Eiger Capital's Stephen Wood reluctantly sold out of his position in PLS after it rose to large-cap status. Here, he names a new contender.
BHP
FMG
+5
Ally Selby
Livewire Markets
Equities

Where Auscap sees value in the unloved sectors of the ASX

Auscap's Tim Carleton explains how the firm is finding value in sectors many investors have turned their backs on.
CAR
JBH
+3
Glenn Freeman
Livewire Markets
Equities

Will the AI rally turn out to be dotcom 2.0?

The extreme AI-led rally in US Mega-caps has got many wondering if they've missed the boat. The reality is the boat hasn’t been built yet.
+7
Mark Gardner
MPC Markets
Equities

No one really wants to be known as “Poodles”

In this article I explore one of the behavioural biases that creates opportunity for value investors.
Stephen Bennie
Castle Point Funds
Equities

AI is the new kingmaker

Investors had better not fall into the "AI is but a temporary bubble" trap, because tomorrow's future is about to be rewritten.
AMA
APX
NXT
+2
Rudi Filapek-Vandyck
FNArena
Equities

6 pharma and biotech companies with strong momentum

Australian biotech and pharma had a number of key results in May with several stocks rallying. I look at 6 companies on the move.
IMM
MSB
+3
Claire Aitchison
Independent Investment Research
Equities

The outlook for ASX dividends in FY 2024

Over the past three decades, Australian stocks have proved an exceptional source of income for investors, and in particular retirees thanks to the added benefits of...
BHP
JBH
+6
Peter Gardner
Plato Investment Management
Expert Insights

10 stocks for harnessing the most important thematic in finance

From big banks to smaller tech and healthcare, there are plenty of opportunities for impact-oriented investors to make solid returns.
+3
Hans Lee
Livewire Markets
Buy Hold Sell

2 stocks fundies would bet the house on (and the biggest risks to Value investing over the next 12 months)

In this episode, Antipodes' Jacob Mitchell and PM Capital's Paul Moore share their secret to finding value in today's volatile market.
+3
Buy Hold Sell
Livewire Markets
Equities

Finding value in the much-hyped AI space

Artificial intelligence has certainly captured everyone’s attention of late. While there has been a lot of hype around some of the players, there are also areas that...
+2
Platinum Asset Management
Platinum Asset Management
Equities

China’s bid to scare off rare earths hopefuls unlikely to frighten Meteoric’s monster

And sold-off Centaurus, which has lots of nickel for lithium batteries, prepares for offtake talks which could reignite its share price.
BHP
+1
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 boring stocks trading at beautiful prices

In this episode, PM Capital's Paul Moore and Antipodes' Jacob Mitchel scour the globe for some of the world's most reliable stocks.
Buy Hold Sell
Livewire Markets
Equities

Where Jun Bei Liu is investing as markets climb a wall of worry

In this wire, you'll learn how the Tribeca Alpha Plus portfolio manager is looking for opportunities today, as well as her macro base case.
IGO
+15
Ally Selby
Livewire Markets
3551-3575 of 8787
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