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

Equities

Time for some hard truths

There is a very real risk that Labor’s budget will push the Aussie economy into recession. The market isn't priced for that at all.
BHP
SEK
Greg Canavan
Fat Tail Investment Research
Equities

Franking credits: the quiet winner of the budget

They say every cloud has a silver lining, and for this Federal Budget, that silver lining is franking credits.
Michael Bell
Solaris Investment Management
Shares

How CGT changes “level the playing field” for income investing

Will removing the 50% CGT discount push more investors into dividend producing equities?
Keith Ford
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 sectors and 6 ASX stocks growth investors are circling now

Where is the ASX growth opportunity today? Oscar Oberg and Alex Shevelev analyse 6 stocks exposed to key market themes.
CCL
+3
Buy Hold Sell
Livewire Markets
Equities

The death of aspiration: how Australia is punishing success and our young people

There is more at stake than the economic future of our country – this is a battle for the very soul of Australia.
Dr David Allen
Plato Investment Management
Equities

More bears join the chorus

A conga line of analysts is pointing to a variety of indicators to support their bearish thesis.
Roger Montgomery
Montgomery Investment Management
Equities

Opportunity knocks as Legacy production study sparks curious sell-off

Shares in the emerging gold-silver producer now trading well below peers; Plus, new report says uranium set to rip.
BHP
BOE
+2
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: CGT changes be damned, we're hunting ASX growth stocks

Budget noise or not, Aussie innovation rolls on. Oscar Oberg and Alex Shevelev share 6 small-cap growth stocks with big potential.
IPG
MP1
+3
Buy Hold Sell
Livewire Markets
Equities

Find me a better value 'Small Cap' gold producer

I dare you.
KAU
David Mari
RMBlack Wealth Management
Equities

“It's frustrating as an Australian” - Why Ben Clark is looking at US stocks

The US market presents greater opportunities for investors compared with Australia, which Ben Clark says has the handbrake on.
Keith Ford
Livewire Markets
Equities

Beyond the Big Four: VanEck predicts structural shift away from bank dominance

The days of relying on the major banks to bolster the ASX might be over.
Keith Ford
Livewire Markets
Equities

BHP – Bet heavy, pray

Two stocks make up 22% of the ASX. Here’s why some investors are rethinking “diversified” portfolios.
BHP
Arian Neiron
VanEck
Equities

Why Santos and Woodside are among our biggest holdings

Over the past decade they’ve become globally significant E&Ps. Their costs have fallen and productivity’s risen – and match ExxonMobil’s.
STO
Chris Leithner
Leithner & Company Ltd
Equities

15 ASX stocks that turned dividends into billions

Global X reveals the ASX’s greatest wealth creators over the past decade. Did a bank or miner come out on top? Check out the awesome data.
BHP
+12
Vishal Teckchandani
Livewire Markets
Equities

Why the Hormuz crisis isn’t crushing S&P 500 earnings

Oil hit $120 again. Last time it coincided with a bear market. This time the AI economy and forgotten economy are rewriting the playbook.
Jason Teh
Vertium Asset Management
Equities

IPOs, hard assets & AI investing

From resilient private credit to a US$300bn AI infrastructure buildout, Jon Gray explains where Blackstone sees opportunity in 2026.
Blackstone .
Blackstone
Equities

Shares in lithium developers race away from producers as investors look for leverage in rapid upturn

PMET and Wildcat lead the charge amid bullish forecasts for the lithium price; Alicanto set for first assays at 915,000oz WA gold project.
BGL
+4
Barry FitzGerald
Independent Journalist
Shares

The ASX's "great mispricing": Airlie's Emma Fisher on the stocks finally back in the frame

One upshot of the much-discussed market dislocation is that great companies are back at prices where they represent good value.
CAR
Tom Stelzer
Livewire Markets
Equities

Banks reporting scorecard

Marking the banks post the May 2026 reporting season
MQG
+2
Hugh Dive
Atlas Funds Management
Equities

Are investors quiet quitting the US?

Lynda Schweitzer, CFA, Portfolio Manager and Co-Head of Loomis Sayles’ Global Fixed Income Team, believes that while investors may be underestimating the long-term...
Louise Watson
Natixis Investment Managers
Growth

Morningstar reveals the 15 biggest wealth creators among U.S. equities

These companies created more than US$20 trillion in shareholder wealth - roughly 10 times the size of Australia’s economy.
+13
Vishal Teckchandani
Livewire Markets
Equities

Healthcare's 'out', AI's back 'in'

Australian shares remain 'tricky' as profit warnings continue to be issued, but in the background AI beneficiaries are making a come-back
CSL
DNL
IFT
+2
Rudi Filapek-Vandyck
FNArena
Equities

Three investable ideas that caught a fund manager's eye

What can a kung fu show tell you about investing in robotics? How to find hidden champions in China small caps - a sector largely overlooked by investors? And should...
Fidelity International
Fidelity International
Buy Hold Sell

Buy Hold Sell: Is it time to ditch the banks? 7 ASX financials stocks to watch

As the big banks hit record highs, the experts reveal where they're hunting for value in ASX financials.
ASX
CGF
CPU
+3
Buy Hold Sell
Livewire Markets
Equities

Royalty pharma – funding the next generation of medicines

Royalty Pharma, a PM Capital holding, is reshaping how breakthrough medicines are funded and developed. By Alex Warnaar, PM Capital
PM Capital
PM Capital
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