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Equities

Could 2022 get better from here? It’s certainly hard to get worse!

In this article, we will examine the causes of recent volatility and a forward-looking scenario that could see investor sentiment improve. First off, here’s some...
Stephen Bennie
Castle Point Funds
Equities

Chalice’s cup runneth over with talk it has unearthed yet another major metals province

A promising drill hit 10km north of its world-class Gonneville nickel-copper-PGE find, and one from Caspin 30km further along has set investors’ juices flowing again....
CHN
+5
Barry FitzGerald
Independent Journalist
Equities

Tech bounces back (and the 8 stocks fundies are buying)

I don't know about your office (home or otherwise), but a lot of noise could be heard in the grand halls of Livewire Markets yesterday. And amid the sea of chatter,...
360
AD8
EML
+7
Ally Selby
Livewire Markets
Equities

Why dividend income should be on your radar

While there is a range of different options for income-seeking investors, we believe the long-term benefits of dividend income investing can provide a superior...
Dr Don Hamson
Plato Investment Management
Equities

The "buy the dip" era for stock markets is over

Defining moments in stock market history include the 1987 Black Monday crash, 2000 Dot-com bust and 2008 Global Financial Crisis. These moments mark when euphoric bull...
Jason Teh
Vertium Asset Management
Expert Insights

Why Skerryvore is underweight to China

Some of the world’s biggest tech names are domiciled in China, but Skerryvore Asset Management is underweight in the Chinese market - an unusual move in an age where...
Sara Allen
Livewire Markets
Equities

Generating income from Australian share buybacks

Participating in off-market Australian share buybacks, is one way Plato generates additional after-tax income for retirees and other zero-tax investors. Off-market...
Peter Gardner
Plato Investment Management
Equities

The sector winners (and losers) of the latest retail sales figures

The Australian Bureau of Statistics has just released retail sales figures for the month of May. Contrary to market expectations, sales remained strong. But is this...
Stuart Jackson
Equities

From tulips, to iron, then lithium: The nature of a commodity boom

Speculation in commodity prices and the wave of hype that comes with it is not a new concept. Over the past few hundred years, there are many accounts of the rise and...
AKE
BHP
DCN
+8
Stephen Wood
Eiger Capital
Equities

Podcast: portfolio & market update

A few weeks ago, I spoke to Bennelong Fund Management's Stuart Fechner about the difficult market environment and how the Kardinia team is positioning our fund as a...
Kristiaan Rehder
Kardinia Capital
Equities

Only one global stock pick gained last year - and it's not even listed overseas anymore

Just like the end of a calendar year, July is a time for reflection for investors. I've seen FY21/22 already been described as a year of "all pain and no gain" - a...
BHP
SQ2
+8
Hans Lee
Livewire Markets
Equities

Bell Potter's top stock picks for FY23

In this report, our analysts share their top stock picks for FY23, along with their views on various sectors including listed investment companies, agricultural &...
360
5GG
A4N
+29
Bell Potter
Stockbroker
Expert Insights

The Indian companies dominating emerging market returns

Investors looking for resilient companies could start taking note of the growing number of multinational success stories domiciled in India. Glen Finegan, Lead...
Sara Allen
Livewire Markets
Equities

Structural tailwinds in this quality cyclical stock

Quality cyclicals do not have the same persistent growth characteristics as pure structural growth stocks. However, quality cyclicals usually have a structural...
MQG
Rob Crookston
Rob Crookston
Wilsons Advisory
Expert Insights

Five global stocks that could outperform in the global rotation to value

When investors write the history books, chances are the 2022 chapter will read something along the lines of "making money was rough and tough." The S&P 500 has had...
+6
Hans Lee
Livewire Markets
Equities

Why one of the oldest US tech stocks is a value opportunity today

Tech stocks have borne the brunt of the recent sell off in equity markets. And while the Nasdaq is firmly in bear market territory, unprofitable tech stocks have been...
Alison Savas
Alison Savas
Antipodes
Equities

Weekly S&P500 ChartStorm - 3 July 2022

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpicked from around the web and from Twitter posts. The purpose of this wire is to add extra...
Callum Thomas
Topdown Charts
Equities

Dogs of the ASX for the 2022 financial year

The last 12 months have been a tale of two halves for investors in Australian equities. The first six months to December 2021 saw the market slowly grind upwards,...
AGL
AMP
+7
Hugh Dive
Atlas Funds Management
Equities

The 10 stocks leading insider buying in 2022 (and the biggest sellers)

Investors scrambling to identify the potential signs of a reversal is a common feature of every bear market. While there is no foolproof indicator, a glance at what...
+32
Angus Kennedy
Livewire Markets
Equities

China’s "dirty tricks campaign" speaks volumes about the outlook for rare earths: 3 ASX mining stocks headed for a rerate

Revelations by US cybersecurity firm Mandiant that China had resorted to cyberwar tactics in an effort to protect its stranglehold on the strategically-important rare...
+3
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 stocks to play the commodities squeeze

Despite the recent sell-off in resources and materials stocks that we have witnessed over the past few weeks, investors with a penchant for miners, explorers and...
BHP
IGO
IPL
+2
Buy Hold Sell
Livewire Markets
Expert Insights

No rule of law in emerging markets

There are a few components that the Skerryvore Asset Management team looks for to identify resilient companies in emerging markets, but government contracts is a red...
Sara Allen
Livewire Markets
Equities

How KFC is making CKF a bear market winner

Fast food businesses usually do well when times are tough, as many people – and families in particular – opt for less expensive places to eat out. It’s therefore no...
Roger Montgomery
Montgomery Investment Management
Expert Insights

Why Fidelity's Amit Goel is bullish on 2 sectors that have fallen out of favour

By virtue of their stage of economic development, emerging markets can offer investors supercharged growth opportunities. It follows that the greatest number of...
Livewire Exclusive
Livewire Markets
Equities

3 global smaller companies that can thrive amid uncertainty

Over the past 13 years, bottom-up, fundamental analysis has come second to growth at any price. But how quickly things can change. The extreme pent-up demand for...
Aimee Jordan
Spheria Asset Management
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