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

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70% of global GDP growth comes from this region - are you paying attention?

Platinum Asset management’s Cameron Robertson discusses the Platinum Asia Fund (Quoted Managed Hedge Fund) and opportunities in Asia.
Sara Allen
Livewire Markets
Equities

How these three core small cap holdings are tracking as sentiment swings

While sentiment has changed quickly in just a month, there remains plenty of value in small caps if you look closely.
ART
CCL
CGS
+4
Harley Grosser
HD Capital Partners
Listed Series

Platinum is fully invested: These are the stocks and sectors they like

Platinum Asset Management's Cameron Robertson is seeing cheap valuations in this region - and he's all in on the opportunity.
+2
Sara Allen
Livewire Markets
Equities

Untouchable: Can former ASX darling WiseTech move on from White saga?

Is WiseTech CEO Richard White untouchable? A Board review into his dealings and disclosures points to major issues. How long can he hold on?
Carl Capolingua
Livewire Markets
Equities

Lazard's Warryn Robertson is being highly selective and keeping some powder dry (plus 2 stocks he likes)

Lazard Asset Management's Warryn Robertson shares some uncomfortable but important insights for investors right now - don't miss them.
Chris Conway
Livewire Markets
Equities

Trump is making waves: 3 high-growth ASX stocks to ride them

Rather than worry about losing money on geopolitical risk, some investors are looking at ways to ride it to profit.
+7
Tom Richardson
Livewire Markets
Equities

Budget boost set to drive sharemarket outperformance in this region

This fund could win from a potential rotation out of US stocks into Europe as the continent outperforms and readies an investment boom.
Tom Richardson
Livewire Markets
Equities

Reporting season recap - Fund manager's insights on Aussie market

Key themes, winners and losers, positioning changes
+5
Firetrail Investments
Firetrail Investments
Equities

How to navigate the Trump Slump?

Simply sticking to a Buy-the-Dip strategy doesn't seem like the smartest thing to do right now.
COL
GMG
TNE
+2
Rudi Filapek-Vandyck
FNArena
Listed Series
Sponsored

Finding the next market leaders and 2 stocks to watch

Fidelity's Maroun Younes shares why investing in future leaders in the small and mid-cap space hasn't been this compelling in generations.
Sara Allen
Livewire Markets
Equities

The King of Kalgoorlie is Baaaack

My favourite small cap idea for 2025
Callum Newman
Fat Tail Investment Research
Rapid Fire

Why Magellan still backs Microsoft and Amazon for growth

The investment groups says reasonable value is starting to emerge in blue-chip tech after the market's correction in 2025.
+1
Tom Richardson
Livewire Markets
Listed Series

The overlooked sector ripe with future market leaders

Fidelity’s Maroun Younes shares where he is seeing opportunities, and 2 stocks to watch.
+1
Sara Allen
Livewire Markets
Listed Series

11 high growth ETFs to tip the odds in your favour

Just 4% of US stocks created all the market’s wealth. Here’s how to invest for growth — and manage the bumps along the way.
+7
James Marlay
Livewire Markets
Equities

ASX 200 correction will be bear market unless Trump blinks – Macquarie

Unless we see a major pivot from the returning US president, Trump’s trade war and cuts are likely to trigger a bear market, says Macquarie.
BHP
+17
Carl Capolingua
Livewire Markets
Equities

The compelling opportunities we are seeing across sectors

The latest Magellan Minutes explores how some of the biggest events in markets are impacting various economies, industries and stocks.
Magellan Investment Partners
Magellan
Equities

Why smart money is quietly shifting gears

The question for investors isn't whether valuation will matter again, but whether they'll be positioned to benefit when it does.
AGL
+5
Reece Birtles
Martin Currie
Equities

Tecogen: unlocking explosive growth in data centre power

With a market cap of just $55M, Tecogen is solving a multi-billion-dollar problem in data centre power—positioning it for exponential upside
Xinyu Ru
Fawkes Capital Management
Listed Series

Munro: Share prices will follow earnings growth even if markets wobble over short term

The investment group is backing AI winners and power suppliers as structural growth winners.
+8
Tom Richardson
Livewire Markets
Equities

How Trump’s tariff war hurts ASX mining stocks BHP, RIO, FMG and MIN

What impact will Trump’s trade war have on commodities critical to ASX resources stocks like BHP, Rio Tinto, MinRes and Fortescue?
BHP
FMG
+1
Carl Capolingua
Livewire Markets
Equities

New Hope Corp pushes for sale of Bridgeport oil and gas assets

The $3.2 billion coal miner is also eyeing a full takeover of privately-owned Malabar Resources that could be worth around $1.1 billion.
Tom Richardson
Livewire Markets
The Rules of Investing

Jun Bei Liu: 2 stocks for the bottom drawer and the only realistic scenarios left for 2025

Investors have been rattled by volatility and trade wars. Ten Cap's Jun Bei Liu argues that the outlook hasn't changed dramatically.
AMC
GMG
PME
The Rules of Investing
Livewire Markets
Equities

Lead us not into temptation

As volatility and uncertainty heighten, the payoff in avoiding the temptation to chase the crowd look increasingly promising.
ALD
+9
Martin Conlon
Schroders
Equities

Aussie small caps: the hidden gold mine you're missing

The ASX is expensive, yes? Correct, but only if you're looking at the big names. The real opportunity? Australian small-cap stocks.
Steve Johnson
Forager
Equities

The ASX growth companies primed for a big year

First Sentier’s David Wilson & Christian Guerra on 2025’s volatile reporting season, market surprises & top growth stock picks.
+20
First Sentier Investors
First Sentier Investors
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