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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
Sponsored

Access global portfolios exposed to global trends reshaping the world

Alphinity’s proven process and strong track record in global equities is now available on the ASX. Two new actively managed ETFs of existing funds, provide access to...
Alphinity Investment Management
Alphinity Investment Management
Equities

If it glitters, it's Gold

Why we expect gold, and one ASX-listed gold miner, to shine in 2023
Patrick Hodgens
Firetrail Investments
Equities

Why these two sectors (and single stock) are magnets for takeover talk

Once valuations come down and the headwinds ease, PwC believes a once-in-a-decade merger and takeover opportunity is coming.
BHP
+7
Hans Lee
Livewire Markets
Equities

Five themes and five stocks for 2023

We share five themes we expect will have implications for global equity returns this year and five appropriate stocks to position for each.
+3
Elfreda Jonker
Alphinity Investment Management
Equities

Value investing explained – 18 ASX stocks, and 3 preferred picks

Value will dominate Growth for at least the next couple of years, say Simon Conn and Mathan Somasundaram
+15
Glenn Freeman
Livewire Markets
Buy Hold Sell

The 10 best ASX management teams right now

In this episode, Market Matters' James Gerrish and Firetrail's Blake Henricks name the top management teams to emerge this reporting season.
AD8
CSL
+7
Buy Hold Sell
Livewire Markets
Equities

Lessons from the collapse of SVB (and why we're avoiding Banks)

I explain in simple terms why Silicon Valley Bank failed, what lessons investors can draw from this, and some of the potential consequences.
+3
Delian Entchev
Aoris Investment Management
Rapid Fire

Outperforming against all odds: How Chris Stott's 1851 Capital topped the league table

Despite launching just a few days before the COVID crash, 1851 Capital has topped the Mercer survey for its stellar three-year returns.
ADH
+14
Ally Selby
Livewire Markets
Equities

Talk of imminent copper shortage dominates global metals conference

With copper stockpiles down to just days, BMO was abuzz with chatter of a price spike and ramifications for juniors like Caravel and Coda.
BHP
+1
Barry FitzGerald
Independent Journalist
International Women's Day

Katie Hudson: It has never been a better time to be a female investor

Yarra Capital Management's head of Australian equities research says flexibility is finally improving and female talent is in hot demand.
Glenn Freeman
Livewire Markets
Equities

The equity market is ignoring history

Greg Canavan from Fat Tail says rate cutting cycles are actually bad news for equity investors, not good. Why? Find out here.
Greg Canavan
Fat Tail Investment Research
Buy Hold Sell

Buy Hold Sell: 3 cracking results and 2 disappointments

In this episode, Firetrail's Blake Henricks and Market Matters' James Gerrish analyse the highs and lows of the February reporting season.
+2
Buy Hold Sell
Livewire Markets
Equities

UBS’ post-reporting season picks: Why these 10 ASX stocks can weather the storm

Earnings are under pressure and margins are getting squeezed. So where does the growth seeking investor go? UBS has some ideas.
BRG
+7
Kerry Sun
Livewire Markets
Equities

Block - Part 3: The Convergence of Money and Commerce

Having looked backward to understand how Block grew Square into a US$150bn payments business (part one) and applied these learnings to scale Cash App into an 80...
SQ2
Damon Callaghan
ECP Asset Management
Equities

FNArena reporting season monitor: February 2023 – Final wrap-up (345 stocks covered)

Ratings, consensus price targets, and FNArena insights on each stock covered feature in the following article
29M
A1M
+43
Rudi Filapek-Vandyck
FNArena
Equities

Is QBE finally back on track?

Just a cursory glance at the share price history of QBE Insurance Group (ASX:QBE) is enough to scare most investors away. After hitting a high of around $34 back in...
Sean Sequeira
Australian Eagle Asset Management
Equities

How Big Data and AI are transforming funds management

It is easy to forget just how much the fund management landscape has changed over the last thirty years.
Dr David Allen
Plato Investment Management
Equities

On the frontline of the energy transition with Dr Christian Bruch

What will it take for the world to reach mandated net-zero targets and are they really achievable?
Alison Savas
Alison Savas
Antipodes
Equities

Where these three fundies are finding income for the year ahead

While interest rates are ratcheting up, sticky inflation means income investors need creative approaches across the year.
COL
CSL
+6
Sara Allen
Livewire Markets
Equities

Beyond February: Sorry, no bull

A healthy bull market for equities has both macro and micro feeding optimism and upside. Alas, February has not delivered the required unity
CSL
DTL
+2
Rudi Filapek-Vandyck
FNArena
Equities

12 new stocks added to the ASX 300 - only 4 make a profit

For the past couple of years, QVG Capital has been tracking index changes with a particular focus on the proportion of unprofitable companies entering the S&P/ASX 300....
EBO
+9
Chris Prunty
QVG Capital
Equities

Four post-earnings trades in the small cap space

Reporting season gives you opportunities on the buy side, but also to get out. The Maqro Research Team give you two of each from this season
BHP
CSL
+4
Mark Gardner
MPC Markets
Equities

The enduring appeal of ASX financials, energy and other "inflation resistant" stocks

A handful of Tyndall portfolio managers see compelling growth and healthy dividends across several names after first-half 2023 results
ALD
BHP
+14
BRAD POTTER
BRAD POTTER
Tyndall AM
Expert Insights

How to invest in small-caps and reduce your volatility

You can still have a high-quality, low volatility small-cap portfolio. It comes down to your focus according to Prime Value’s Richard Ivers.
NHF
Sara Allen
Livewire Markets
Equities

Hardly normal conditions for Harvey Norman

For big-ticket household items, established retailer Harvey Norman (ASX:HVN) is a bellwether company, offering insights into consumer behaviour and retail conditions,...
Roger Montgomery
Montgomery Investment Management
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