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Equities

We are on the cusp of a fourth energy revolution

For the last two centuries, energy revolutions have created extensive platforms for subsequent technologies to drive wealth creation and raise global living...
WOR
Johnny Russell
Amova AM
Rapid Fire

Hugh Dive's blue-chip strategy to thrive in choppy markets

The selloff of Australian large-cap stocks is overdone, investors are pricing in a sharper rise in interest rates than is likely, says Hugh Dive of Atlas Funds...
+1
Livewire Exclusive
Livewire Markets
Equities

Payments “Revolution” — Visa drives a surge in digital transactions

The world’s largest payment network, which facilitates more than 6000 transactions every second, is in the front seat of the digital payments revolution. VISA (NYSE:...
NASDAQ:V
Magellan Investment Partners
Magellan Investment Partners
Equities

How to avoid dividend traps

Dividend traps can be explained as stocks that are both cutting their dividends and their stock price is falling as a result. So the market hasn’t necessarily...
AGL
Peter Gardner
Plato Investment Management
Equities

Why it pays to invest when markets are heading south

Warren Buffett once observed that “In stocks, it’s the only place where, when things go on sale, people get unhappy.” Which is ironic, because bear markets give...
Roger Montgomery
Montgomery Investment Management
Equities

Fear as a contrarian indicator

Each week, the American Association of Individual Investors (AAII) asks its members a simple question: Do they feel the direction of the stock market over the next...
Anthony Doyle
Anthony Doyle
Firetrail Investments
Buy Hold Sell

The party in commodities isn't over

The past month has been pretty brutal for commodities connoisseurs. After all, the S&P/ASX 200 Resources Index is down nearly 9% over the past four weeks alone,...
AKE
Buy Hold Sell
Livewire Markets
Equities

The Aussies' miserly offer for Vienna Airport

Flughafen Wien AG (FLU) owns world-class assets – including Vienna International Airport, which handled some 32 million passengers in the year prior to covid. But...
Gareth Brown
Forager
Equities

Weekly S&P500 ChartStorm - 26 June 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

These stocks will lead us out of bear territory

Australian equities in relative terms have outperformed other stock markets by a significant margin in the recent global correction. This is largely due to the...
AKE
CAR
+3
Randal Jenneke
T. Rowe Price
Equities

The craziest bond ever issued and looming recession worries

It’s time for a new episode of Stocks Neat, the podcast with nothing watered down. In June’s episode of Stocks Neat, Gareth and I discuss a 100-year Austrian bond...
Steve Johnson
Forager
Equities

Private equity investing: why an increasingly volatile market environment can favour middle market co-investments

Select risks include: information risk, management risk, risks related to reliance on third parties, and risks related to the sale of investments. A new macro era...
Pengana Capital Group
Pengana Capital Group
Equities

The key to capitalising in down markets

"In a negotiated purchase of a business, you’re almost always dealing with someone that has the option of either selling or not selling, and can sort of pick the time...
John Garrett
MA Financial Group
Equities
Sponsored

The indicator that proves the lithium sell-off is overdone

"Evidence at the coal face suggests customer demand remains incredibly strong," says Pilbara Minerals (ASX: PLS) managing director Dale Henderson, as detailed in the...
BHP
LTR
+3
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 stocks riding the red-hot energy sector

It is widely accepted that the world is on a path to a new energy mix. How and when we get there is far less certain, and it presents investors with abundant...
AKE
PDN
+2
Buy Hold Sell
Livewire Markets
Equities

US markets in bear territory - misfortune or opportunity?

What we think about the price of an asset largely reflects whether we are a buyer or a seller of it. Most of us don’t have barrels of crude lying around but we do need...
+6
Tom Stevenson
Fidelity International
Equities

Not the bottom, not the end

"For people still in their prime earning years, this bear market is likely to be as bullish in the long run as it is painful in the short run. For older investors, the...
COL
+2
Rudi Filapek-Vandyck
FNArena
Alternatives

Finding the best opportunities as the "everything bubble" deflates

The baffling rise and fall of cryptocurrencies has come as no surprise to Ben McGarry, Portfolio Manager at Totus Capital, it’s just one of many short positions the...
+1
Livewire Exclusive
Livewire Markets
Equities

Livewire readers’ 20 most-tipped stocks to beat inflation

There is no doubt that “inflation” is the million-dollar word on everyone’s lips right now - and for that matter, the million-dollar problem. Everyone is affected by...
APA
BHP
+17
Hans Lee
Livewire Markets
Equities

Four quality companies to keep an eye on

In this three-part interview series with portfolio manager Bob Desmond we first talked about Claremont’s outlook and strategy. We then ran the tape back a year and...
Matt Buchanan
Matt Buchanan
Equities

Chart of the Week - China is cheap again

China A-Share Valuations: While much of the rest of the world is increasingly entrenched into bear market mode, Chinese equities are looking more and more...
Callum Thomas
Topdown Charts
Equities

Two inexpensive, defensive ASX small caps for your portfolio

Keeping an open mind is always a good tip for investors no matter what sectors, regions, or asset classes you participate in. That advice is as, if not, probably more...
DDH
EHE
Livewire Exclusive
Livewire Markets
Collections

Quality Australian stocks or not? 2 hits (and 3 misses)

Two Australian stocks – an unloved commodities play and a global audio technology firm – are top of mind for the three Quality-focused fund managers interviewed...
ALX
APT
+3
Glenn Freeman
Livewire Markets
Equities

Rising interest rates and the banks

Last Tuesday afternoon, the Reserve Bank of Australia (RBA) surprised the market by lifting rates by 0.50% at their June meeting, taking the cash rate to 0.85%....
+1
Hugh Dive
Atlas Funds Management
Equities

A new phase creates plenty of opportunities

It was a very pessimistic start to the year. Inflation, interest rates and market volatility were all on the rise, we were not yet out of COVID and were feeling the...
BHP
COL
+7
Paul Taylor
Fidelity International
4551-4575 of 8791
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