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

The Rules of Investing

Nick Griffin: The good, the bad and the ugly

Bull market intact, Iran a risk, software under threat. Munro’s Nick Griffin breaks down the good, the bad and the ugly.
The Rules of Investing
Livewire Markets
Wealth

Is the US still “exceptional”?

Having done so in 2025, will non-US equity returns continue to outperform US equity returns? Let's look at some charts...
Sebastian Ferrando
Koda Capital
Equities

Many missed this boat

As markets rotate and inflation reshapes leadership, disciplined investors are revisiting value.
Arian Neiron
VanEck
Equities

2 ideas in 200 words #12

We have been buying…. Metro Mining Ltd (ASX: MMI) MMI operates the Bauxite Hills mine near Weipa in far north QLD. Operations have recently recommenced (ahead of...
BAP
MMI
Romano Sala Tenna
Katana Asset Management
Equities

Grab holdings profit inflection - Why Grab’s super‑app model still looks mispriced

As Grab’s mobility, delivery and fintech engines scale, we see a growing profit pool and a valuation still anchored in its loss making past
Jai Mirchandani
ELM Responsible Investments
Equities

Brace for flood of news about impact of diesel shortage on miners

But crisis is not expected to affect juniors’ drilling programs; Killi investors get set for acquisition news as Power and Parsons sign up.
ASL
BGL
+6
Barry FitzGerald
Independent Journalist
Equities

Dead reckon: navigating the structural shifts in global markets

The conditions that shaped returns for 30 years are fading. Making sense of what comes next will require a return to first principles.
Chad Padowitz
Talaria Asset Management
Shares

The Olympic tailwind driving our top 10 holdings

Investors could benefit from running the ruler over the many high-quality, Queensland-based, small cap companies being overlooked.
Daniel Seeney
FiveRock Asset Management
Equities

The SaaS Survivors

Software businesses that can survive, and thrive, in the age of AI
NYSE:SAP
Alasdair Kingham
Aoris Investment Management
Equities

The misunderstood miner

South32 is shedding legacy assets and pivoting to green metals, aligning with powerful long-term demand trends.
S32
Chris Watson
Contrarius Australia
Shares

The ASX stocks retail investors are buying the dip on, and those they're ditching

It's been a busy start to the year for some of the ASX's most popular stocks as investors rejig their portfolios.
4DX
BHP
+6
Tom Stelzer
Livewire Markets
Equities

The stocks on WAM's radar as tech advancements drive new opportunities

WAM Global (ASX: WGB) Deputy Portfolio Manager William Liu and Investment Analysts Will Thompson and Laura Hargrove sat down to share insights into technological...
WGB
+3
Wilson Asset Management
Wilson Asset Management
Equities

Defence Tech: Inventory burn becomes a catalyst

We believe US and Israel joint action against Iran has shifted the calculus for the Defence Tech theme. While US and allied capabilities far exceed Iran’s, the...
Global X ETFs
Global X ETFs
Equities

The ASX 20 is an expensive hideout - buyer beware

Investors are piling into safety trades, driving valuations higher and narrowing the market’s leadership.
CSL
Stephanie Gardner
Livewire Markets
Equities

An investment to keep society moving

A ‘real’ asset class that can potentially act as an inflation hedge.
Alice Shen
VanEck
Equities

The 10 most-traded ex-Mag 7 US stocks by Aussie investors (that have returned 277%)

Want something beyond US megacaps and ASX miners and banks? Here are the US stocks seeing the most trading early in 2026.
+6
Tom Stelzer
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 big names reshaping the future - and 2 more offering growth

Vihari Ross (Antipodes) and Casey McLean (Magellan) break down 7 global names for investors looking beyond banks, miners and the ASX.
+2
Buy Hold Sell
Livewire Markets
Equities

Far from normal

We live in interesting times, and market and factor performance is anomalous when compared to history.
+9
Dr David Walsh
RQI Investors
Equities

The Dreaded S-word... Stagflation

Is it too early to start preparing for stagflation? The coming weeks might well provide the answer
STO
TLS
+2
Rudi Filapek-Vandyck
FNArena
Equities

The new Aussie blue chips: 4 players to watch

In part 2 of the new blue chips, I’ll look at the Aussie companies that offer consistent returns for your portfolio.
BGA
CSL
+6
Sara Allen
Livewire Markets
The Rules of Investing

The decisions Dion Hershan is making now that could set up portfolios for a decade

AI disruption, energy shocks & momentum are testing investors. Dion Hershan explains some of the decisions he’s making for the decade ahead
NXT
The Rules of Investing
Livewire Markets
Shares

Smashed, shunned… but this fundie is buying CSL and 2 more healthcare plays

After a brutal year for healthcare stocks, one portfolio manager says several areas now look surprisingly attractive.
CSL
HLS
+3
Stephanie Gardner
Livewire Markets
Equities

Quality stocks have been crushed but cashflows will have the final word

CIO Kent Hargis says it's possible to beat the market while lowering the risk if you're careful about stock selection.
NASDAQ:V
+1
Tom Stelzer
Livewire Markets
Equities

Long live software: Part III

AI is accelerating software’s product cycle while cutting costs. The best companies are turning those gains into growth.
XYZ
Damon Callaghan
ECP Asset Management
Buy Hold Sell

Buy Hold Sell: 4 hot megatrends shaping markets - and 2 on the rise

AI, energy and infrastructure are reshaping markets. The experts reveal where the real opportunities lie and two trends to watch next.
Buy Hold Sell
Livewire Markets
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