Home Wires

Equities

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

Buy Hold Sell

Buy Hold Sell: 5 stocks the pros have been buying

If there is one thing we can take away from what has been a very tumultuous 2022, it is that it's been a year of very few winners and many losers. Perhaps that's why...
IPH
+3
Buy Hold Sell
Livewire Markets
Equities

Opportunities in Europe are prolific

After a number of years of zoom meetings rather than face to face meetings with our portfolio of companies, I finally managed to leave Australia and visit our...
Garry Laurence
Profeta Investments
Equities

Why this strategist is a China bull for the first time in two years (and what it means for you)

For more than two years, the world's largest emerging market has been essentially closed off to the world. A myriad of uncertainties around its property market's...
Hans Lee
Livewire Markets
Equities

Why personalisation and big data are game changers for this unique industry

It’s hard to pinpoint where it really started: our mass desire for personalised products and services. Was it as early as the ability to monogram handbags? Or pick...
CSL
+6
Sara Allen
Livewire Markets
Equities

One Australia’s largest agribusinesses & biggest grain exporters: Ben Macnamara, CEO of CBH Group

With the grain harvest again approaching we look back on Episode 6 of “Finding the Front” from January this year where we had a very timely and fortunate...
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Fund in Focus

The Fund designed to generate income (and alpha) in this new market regime

While the past decade was marked by virtually non-existent inflation, falling interest rates and rising markets, the next decade is likely to be remarkably...
Livewire Exclusive
Livewire Markets
Equities

Chart of the Week - Asian Equity Valuations

Price to Book Discount: The price to book ratio for Asia Ex-Japan equities has dropped to among the cheapest readings of the past 2 decades. Indeed, Asian equities...
Callum Thomas
Topdown Charts
Expert Insights

2 compelling ideas within the fastest-growing theme of this decade

Amid the raging bull market of the post-Global Financial Crisis era, the momentum behind decarbonisation - particularly as an investment theme - grew stronger and...
Chris Conway
Livewire Markets
Equities

The power of taking a ‘private equity’ approach in public equity markets

By taking a private equity approach to investing in the public equity markets in this difficult market, investors can harness the “best of both worlds” and still...
Chris Demasi
Montaka Global Investments
Equities

Top five undiscovered stocks powering the energy transition

As the world embraces the energy transition, mining and metals companies stand to be major winners. Creating and storing renewable energy requires vast amounts of...
Blair Hannon
Blair Hannon
Global X ETFs
Equities

IMDEX’s shifting business model

In this video IMDEX’s (ASX: IMD) CEO Paul House joined me to discuss the businesses recent first quarter FY23 result. The result showed stronger revenue growth than...
IMD
Dominic Rose
Montgomery Lucent Investment Management
Equities

Why we're adding big tech stocks (not selling them)

Benjamin Graham, the father of ‘value investing’, once famously said that in the short run the market is a “voting machine”, but in the long run it is a “weighing...
+6
Andrew Macken
Montaka Global Investments
Rapid Fire

Big earnings minus the volatility: J.P. Morgan Asset Management's top income fund lands in Australia

No matter your age or experience as an investor, we all relish the moment a big, juicy dividend hits our accounts. Here in Australia, we are used to such icons as the...
Hans Lee
Livewire Markets
Buy Hold Sell

Why the pros are still cautious (and whether you should be too)

A recent Bank of America survey found that professional investors are holding their highest levels of cash in 21 years, with the research house's Michael Hartnett...
AUB
+4
Buy Hold Sell
Livewire Markets
Equities

Four reasons we're overweight healthcare

Historically, healthcare has been an all-weather sector, with stocks that can compound earnings over the cycle. The pandemic reversed this trend for the ASX 200...
COH
CSL
RMD
+2
Rob Crookston
Rob Crookston
Wilsons Advisory
Equities

Why investing during an uncertain outlook can lead to substantial reward

Investors started the year full of optimism that the world would move beyond COVID-19 and enter a period of more normalised growth that was supported by...
EQT
+12
Nick Sladen
LSN Capital Partners
Equities

Investors re-discover appetite for exploration success

The drill bit is again setting share prices alight - and with good reason, according to new research by a veteran minerals economist. Centaurus’ rise from $24m junior...
BHP
+1
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 3 of the ASX's most-shorted stocks (and 2 long-term compounders)

Total short selling on the ASX has been on the rise since the start of the new financial year, with short interest lifting 53% since then. That's according to...
BRG
HUB
+3
Buy Hold Sell
Livewire Markets
Equities

US Stocks Vulnerable to Tax-Loss Selling

The US tax year is ruled off at the end of December. Typically, there is tax loss selling in US stocks in the lead up to the end of the year, followed by a relief to...
+7
Kingsley Jones
Jevons Global
Equities

Where are Australian interest rates heading and what does this mean for stock selection?

After many years of near zero interest rates, 2022 has been characterised by a reversal of this with Central Banks around the world raising interest rates in order...
Daniel Moore
IML
Equities

How to Barricade Against Black Swans

Wealth compounds over the long term. When investing, we do so under considerable uncertainty, and sound risk management strategies are necessary to ensure we generate...
IEL
Jason Pohl
ECP Asset Management
Equities

How industrials can benefit from a move to net zero

Welcome to series 5 of Magellan Minutes, our investment insights initiative, in which senior members of our investment team dissect the markets and take a deeper look...
Magellan Investment Partners
Magellan Investment Partners
Fund in Focus

How Munro Partners finds sustainable growth stocks

Successful investing is unashamedly a game of few winners and many losers. It’s about zeroing in on individual companies that demonstrate an ability to grow profits...
+2
Nick Griffin
Munro Partners
Equities

Building a career, a business & investing in today's world: Paul Moore Founder, Chair & CIO of PM Capital

This episode we are so fortunate to have as our special guest on the show veteran Fund Manager Mr Paul Moore, the Founder, Chair and Chief Investment Officer of PM...
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Rapid Fire

Not even retirement can keep Anton Tagliaferro from finding value

It is a truism of markets that value outperforms growth over the long term. Sure, growth stocks have enjoyed their time in the sun in recent years, pumped up by a...
AMC
CSL
+6
Ally Selby
Livewire Markets
4101-4125 of 8790
The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

Register Now