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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

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
Outlook Series

The 10 most-tipped large-cap stocks for 2023

The most-tipped large cap stocks return for the 8th year. Find out which stocks made your top 10 and which prodigals returned from hiatus.
AKE
BHP
+12
Sara Allen
Livewire Markets
Equities

Morningstar’s top undervalued Australian stocks for the start of 2023

A tough start to the year suggests there might be value to be found. Morningstar has revealed its latest view on top value picks.
AGL
ANN
AUB
+11
Sara Allen
Livewire Markets
Equities

Return of the Developer

“Ten years ago we were saying that the 15 to 20-year timeline was looking bleak. Now we’re saying, ‘Oh boy, in 5 to 10 years, things can get rough. Investment needs to...
+71
Anthony Kavanagh
Chester Asset Management
Outlook Series

Why value investing will roar back in the 2020s

The ‘Roaring 1920s’ was a decade of economic growth and widespread prosperity. COVID set this century’s ‘20s off to a slow start, but have now set the scene for a...
Reece Birtles
ClearBridge Investments
Equities

Four small caps for the 2023 contrarian

Last year was one the worst on record for global stock markets. Yet the MSCI World Index has returned to levels that can hardly be described as cheap, trading at...
JBH
NCK
+7
Steve Johnson
Forager
Outlook Series

No bears here: The 6 bulls you’ll meet in 2023

Get ready to run with the bulls in 2023. According to these fundies, it's time to ignore the market noise and look to greener pastures ahead.
BHP
CSL
Buy Hold Sell
Livewire Markets
Outlook Series

The #1 ASX stock picks for 2023

It's finally here....We've scoured Australia for 15 of the country's finest fund managers to learn about their top stocks for the year ahead.
EHE
+11
Buy Hold Sell
Livewire Markets
Equities

Which stocks and sectors are likely to pay the best dividends in future?

When we look at the data, we think that now’s the time to invest in income.
MTS
ORI
+1
Michael O'Neill
IML
Equities

Finding counterintuitive countercyclical growth

As the world enters a more challenging economic environment characterised by low or negative GDP growth, finding companies that can grow earnings regardless of macro...
Alvise Peggion, CFA
Fairlight Asset Management
Equities

Your predictions for 2023

Here are your Predictions for 2023 - collected from Livewire and Marcus Today Members.
Marcus Padley
Marcus Today
Equities

Did Amazon cancel Christmas?

Christmas fever is running high with beautifully decorated trees and colourful lights cheering us on every corner. The tone was however a lot less cheery when Amazon...
+1
Elfreda Jonker
Alphinity Investment Management
Equities

The outlook for small caps in 2023

Recap on key themes of 2022This year has not been a good one for small caps. To the end of November, the Small Ordinaries Accumulation Index (Small Ords) had fallen...
Naheed Rahman
Cygnet Capital and RaaS Research Group
Equities

ASX consumer discretionary stocks: Broker views and a fundie’s top pick

Has the inflation-sensitive sector performed as expected, and what lies in store for the year ahead? Read on to get some insights.
+5
Glenn Freeman
Livewire Markets
Equities

Will Australia survive or thrive in the year ahead?

While there’s no question that 2022 has been an incredibly challenging year, we provide six key themes that we expect will help shape and navigate investment making...
BRAD POTTER
BRAD POTTER
Tyndall AM
Equities

“Combining a career and a passion for investing” Ben Griffiths Co-Founder & MD of Eley Griffiths Group

This episode we have the wonderful opportunity of having a highly regarded, veteran of the Funds Management industry on the show. Our special guest is Mr Ben...
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

Sector-by-sector: What to watch in global equities this year

In a special podcast episode to round out 2022, we went ‘around the grounds’ within the Antipodes investment team to get sector-specific outlooks for 2023. I spoke...
Alison Savas
Alison Savas
Antipodes
Equities

The contrarian case for small caps in 2023

In the latest episode of Stocks Neat, which is our final episode of 2022, Gareth and I discuss small cap stocks and why they might be an interesting place to be...
Steve Johnson
Forager
Equities

"Mind the GAAP" and 9 other surprises for 2023

As 2022 draws to a close we contemplate the year ahead from a left-field perspective. Our goal is to provide some food for thought over the holiday period. Our views...
+4
Tony Sutton
Sintra Capital
Equities

Bell Potter’s top stock picks for 2023

It's been a wild year in markets, but 2023 will still have opportunities worthy of your attention. In that vein, Bell Potters analysts offer up their top stock picks...
360
A4N
+40
Bell Potter
Stockbroker
Equities

Banks have bounced back from concerns

Australian banks margin upside prevails in war with housing risk. Reporting and AGM season updates reveal the risks and opportunities for the bank sector going forward
Matthew Davison
ClearBridge Investments
Equities

2023 Outlook

As we look ahead to 2023, it can be said with a reasonable degree of confidence based off the experience of the last few years that ‘uncertainty is the only certainty’.
ALX
CSL
Tim Montague-Jones
ASR Wealth Advisers
Outlook Series

Ouch! 9 painful calls from 2022

Just like many of us punters, the professionals sometimes pick a poor-performing stock. Here, you'll find out why some are still backing them.
+5
Buy Hold Sell
Livewire Markets
Equities

‘Revenge travel’ – the recovery, opportunities and risks for investments

In this episode, Ofer Karliner, Infrastructure Portfolio Manager hosts a wide-ranging discussion with three of his colleagues about the travel sector and the...
Magellan Investment Partners
Magellan Investment Partners
Equities

Staying close to companies across the globe

Check out Wilson Asset Management's Vault Series to hear more about how our investment team are positioning their portfolios throughout the rest of FY2023.
WGB
+4
Wilson Asset Management
Wilson Asset Management
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