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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.

Equities

ASX real estate: Broker views and a fund manager's top sector picks

Australian listed property share prices dropped around 20% in 2022 as the sector absorbed the RBA's rate rises. Does 2023 look any better?
GMG
MGR
+3
Glenn Freeman
Livewire Markets
Equities

Sims - is it time to recycle our thesis?

We provide an overview of Sims Limited, explain our original thesis and what has happened since we last wrote about it in September 2018.
ORG
OSH
SGM
+1
Simon Mawhinney
Allan Gray
Equities

Steve Johnson's litmus test for disciplined investing

When markets are noisy, discipline comes to the fore.
PLT
+1
David Thornton
Livewire Markets
The Rules of Investing

Steve Johnson's hunt for tomorrow's market movers

Finding quality companies is only half the battle.
PLT
+2
The Rules of Investing
Livewire Markets
Equities

Bill the builder warns of more cost blowouts, delays as underground skills shortage bites hard

Develop, Beament’s miner-cum-contractor, has been amassing a big team to capitalise on the shortage. Plus, Patriot’s bumper lithium hit.
PLS
Barry FitzGerald
Independent Journalist
Outlook Series

The 10 most-tipped ETFs for the year ahead

For the first time in the Livewire readers survey, you’ve nominated your top ETFs. Will the inaugural top 10 list hold surprises?
BHP
+25
Sara Allen
Livewire Markets
Equities
Sponsored

An attractive option for income investors who crave consistency

Anything is possible in financial markets but the need for income never changes.
Chad Padowitz
Talaria Asset Management
Equities

8 ASX and global stock ideas to add to your watchlist this year

2022 was an odd year but 2023 brings new opportunities if you just know where to look, as Garry Laurence of Profeta Investments explains.
DDR
+4
Garry Laurence
Profeta Investments
Equities

ASX Industrials: Broker views and a fund manager's top sector picks

The five largest Industrials stocks aren't currently well-loved by brokers but 2023 could see a turning point for some in the sector.
ALX
+4
Glenn Freeman
Livewire Markets
Equities

Why Woodside is not the better energy trade

Maqro Capital's Mark Gardner probes the results of last year's energy trade and makes a bold call ahead of the February earnings season.
BHP
+2
Mark Gardner
MPC Markets
Equities

Income from global equities? Here's how the year ahead is shaping up

While many investors ignore the income potential in global equities, actively managed global equities portfolios continue to be a pillar of strength for income-seeking...
Dan Pennell
Plato Investment Management
Equities

In an environment where corporate earnings are likely to face headwinds, earning visibility will be the key

The market and the Fed are in a tug-of-war over inflation and interest rates expectations. Steven Glass discusses the market implications.
+4
Steven Glass
Pella Funds Management
Outlook Series

3 small caps with investing’s winning trifecta: quality, value and growth

Simon Conn and Marc Whittaker identify 3 small-caps that they think have the qualities necessary to succeed in an uncertain environment.
BGA
Simon Conn
IML
Outlook Series

The 10 most-tipped small-cap stocks for 2023

It's out with the old and in with the new with this year's reader picks for small-caps.
3DP
+10
David Thornton
Livewire Markets
Equities

What’s going on with the CSL share price?

CSL shares have tracked sideways in recent years but is this a cause for concern? We dig into the topic with Alphinity’s Stuart Welch.
CSL
Glenn Freeman
Livewire Markets
Equities

UBS: Australia's banks resilient in the face of recession (but this one leads the pack)

Recession or not, Australia's banks are up for the challenge. UBS takes an in-depth look at the ones worth buying, holding, or selling.
+4
David Thornton
Livewire Markets
Equities

This strategist believes interest rate cuts are coming. Here is what he would be buying (and when).

CFRA's Chief Investment Strategist Sam Stovall is bullish as ever. But he also thinks equities won't have an easy first half. Find out why.
Hans Lee
Livewire Markets
Outlook Series

Dogs of the ASX in 2022

68 companies within the ASX 200 saw share price declines of over 20% in 2022. So which will stage remarkable comebacks in 2023?
AGL
AMP
+15
Hugh Dive
Atlas Funds Management
Equities

When the bulls go to sleep, La Pulga (The Flea) will rise

Corporate leaders should take note of Lionel Messi’s thirst for winning.
AMC
+2
Ray David
Ray David
Rapid Fire

This could be the investment theme of the decade

Flexible, diverse, predictable, and exposed to major global trends? 4D Infrastructure’s Sarah Shaw says this investment has it all.
Sara Allen
Livewire Markets
Equities

It ain't what you don't know that gets you into trouble

Paying sensible prices should remain the most reliable method for investors to protect capital in a world facing ongoing adjustment.
AGL
IPL
ORG
+2
Martin Conlon
Schroders
Equities

Five Aussie equities funds that shot the lights out in 2022

One fund manager has taken out the top three spots for its stellar performance in 2022, despite the volatility and sell-offs of the year.
AGL
ALD
AMP
+24
Ally Selby
Livewire Markets
Equities

The tough choices awaiting Australian consumers in 2023

Having lived through a period of over-consumption are we now facing a consumption hangover?
ADH
BRG
+13
Luke Howard
Chester Asset Management
Equities

When money isn't free

Author: Anton Kryachok Vice PresidentInternational Equity Team As higher interest rates make it harder to engineer growth through debt, we think the relative value...
Bruno Paulson
Morgan Stanley IM
Equities

These five global share funds blitzed the market in 2022

In a year where the market was down over 17%, these five global equity funds finished in the black.
David Thornton
Livewire Markets
3976-4000 of 8789
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