Home Wires

Equities

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

Equities

Are we at big tech's turning point?

Under the pressure of rising interest rates, misses on earnings expectations and very full valuations, the Nasdaq closed at its 2022 low earlier this week. So have...
Hans Lee
Livewire Markets
Equities

Buffett's best: The 5 factors of investment success

I’ve always been a believer that while we all need to live our own life and carve out our own niche, learning from the best goes a long way to helping us reach our...
BKW
BRG
+8
Adrian Ezquerro
Elvest Co
Equities

Lithium price goes up and up, so why the sell-off in lithium stocks?

In a classic case of "baby thrown out with the bathwater", Barry FitzGerald takes a closer look at why lithium stocks are being sold off at a time when the product...
PLS
Barry FitzGerald
Independent Journalist
Equities

You can have your cake and eat it, too

Technological advancement is table stakes for any business wanting to keep pace in a digitally connected world. With investments to upgrade technology infrastructure...
Ty Archibald
Ty Archibald
Aoris Investment Management
Decarbonisation

How the green wave is influencing emerging markets

The road to net zero emissions has the potential to set in place the conditions for a commodity super-cycle which has significant implications for emerging and...
John Malloy, Jr
John Malloy, Jr
redwheel
Buy Hold Sell

Buy Hold Sell: 5 undervalued global growth stocks

In case you missed it, Buy Hold Sell has also dished out a global growth episode with Livewire's James Marlay, Jacob Mitchell of Antipodes and Andrew Clifford from...
Buy Hold Sell
Livewire Markets
Equities

Crunching the numbers on global dividends in 2022 (so far)

2022 has begun with very encouraging signs for global income investors. Plato’s latest quarterly global dividend report shows that during the first three months of the...
Dan Pennell
Plato Investment Management
Equities

Get your Flybuys Card, we’re going global stock shopping again

In the middle of last year, I wrote an article highlighting the advantages of shopping for stocks globally. To illustrate, I showed the valuation discrepancy between...
Gino Rossi
Gino Rossi
Spheria Asset Management
Expert Insights

Anthony Doyle's highest conviction idea

Firetrail's Anthony Doyle believes that if investors seek better than benchmark returns, their portfolios need to look entirely different to said benchmark. The team...
Ally Selby
Livewire Markets
Equities

How to build an inflation-hedged stock portfolio

From 3,000 stocks to 20, Kingsley Jones from Jevons Global surveys the lay of the land (literally) and looks out for the best agriculture or food stock picks from...
GNC
IPL
NUF
Kingsley Jones
Jevons Global
Equities

Can the Asian tech tigers roar back?

Volatility is nothing new for Asian markets but recent comments from the Chinese government and listed-market buying have led to renewed optimism. In this wire, we...
Blair Modica
Blair Modica
Betashares
Fund in Focus

3 objectives to create double-digit long term returns

Long-term investing success depends on how you go at it, and how you stay at it. It involves a strategic framework and a philosophy, the setting of limits, and...
Simon Shields
Monash Investors
Equities

Weekly S&P500 ChartStorm - 24 April 2022

The Weekly S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is to add extra color...
Callum Thomas
Topdown Charts
Equities

Ringing opportunity: Morgan Stanley Wealth Management's top picks for the Australian market

The recent US yield curve inversion and Morgan Stanley cycle analysis both show that we are entering the later stages of the current US economic cycle. Although the...
TLS
Alexandre Ventelon
Morgan Stanley Wealth Management
Equities

Sandfire, Oz vulnerable to low-ball bids amid copper’s failure to join sanctions spike

Copper has not enjoyed the same hot run of other commodities like nickel and lithium. But according to resources guru Barry Fitzgerald the long term picture for the...
+3
Barry FitzGerald
Independent Journalist
Fund in Focus

Finding earnings “surprises” before they happen

Company earnings are forecast to drop off as we move past the post-COVID bounce back in markets. That means that outperformance will be harder, but not impossible,...
Jeff Thomson
Alphinity Investment Management
Equities

One of the ASX’s most impressive stocks

In the search for high-quality businesses that are undervalued, one of the richest hunting grounds is a ‘jewel in the crown’ scenario, whereby a great business is...
Airlie Funds Management
Airlie Funds Management
Equities

The most important thing in today's environment

One of the 19 “Most Important Things” for Oaktree Capital’s famed co-founder Howard Marks (from his excellent 2011 book) is to have a sense of where we stand. “I...
PLT
+1
Alex Shevelev
Forager
Equities

Livewire readers' Aussie stock picks are a tale of two cities

Global markets had a rough time in the first quarter of 2022. It's no surprise, really - inflation is taking off, central banks are tightening or about to, and war is...
360
AD8
+17
David Thornton
Livewire Markets
Equities

Loyalty is a sticky business

This past month was notable in that it marked the two-year anniversary of the global spread of COVID-19, an external shock that generated one of the steepest...
Nick Thomson
Lakehouse Capital
Equities

A storm is brewing as bond yields surge

The recent deluge of rain on the East coast of Australia had devastating impacts. While the extent of the damage was unpredictably extreme, meteorologists knew...
Jason Teh
Vertium Asset Management
Equities

High-quality companies with resilient margins

Profit margins determine how much money a business is making and represent the overall financial health of your business. It shows how much every revenue dollar is...
Elfreda Jonker
Alphinity Investment Management
Equities

Infrastructure assets are well placed for an era of inflation

Global stocks struggled early in 2022 because investors were concerned about faster inflation, which has risen to its highest in four decades in the US, a record...
Gerald Stack
Gerald Stack
Magellan Investment Partners
Equities

The dominant narrative of 2022 for stocks

Last quarter we talked about the danger of following blindly (and reacting to) the ‘dominant narrative’ that is prevalent at any time in the market. However, there...
Matt Williams
Airlie Funds Management
Equities

The great unwind begets the great chaos

The great unwind has begun, and together with two successive supply shocks caused by a pandemic and then war, it has spawned the great chaos. After major central bank...
MQG
+2
Schroders Australia
Schroders
4726-4750 of 8791
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