Home Wires

Equities

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

Equities

The Glasgow pit stop on the renewable energy freight train

With the Glasgow climate talks concluding on 13 November 2021, Pella reflects on the transition to green energy and what it means for investors. Pella’s unshakable...
Joy Yacoub
Joy Yacoub
Pella Funds Management
Equities

The 7 best stocks to buy and hold forever

We asked fund managers across Australia to give us the stocks they consider to  be the best in the business. In an effort it keep it simple, we’ve narrowed it down to...
COH
CSL
+1
Ally Selby
Livewire Markets
Equities

Three narratives baffling the market right now

Mr Market - the personified term value investing legend Benjamin Graham used to describe the emotional swings of the market - is currently excited about narrative...
Andrew Macken
Montaka Global Investments
Equities

Why engaging with fossil fuel producers can create the change we need

In this wire, Spheria's Aimee Jordan argues the path to a more sustainable economy isn’t through avoiding investment or forced divestment, but to work with companies...
Aimee Jordan
Spheria Asset Management
Buy Hold Sell

Which stocks to own as rates rise (and 2 fundie favourites)

As interest rates look to be on the way up (far sooner than previously expected), Livewire’s Ally Selby asks Stuart Welsh from Alphinity and Rhett Kessler from Pengana...
Buy Hold Sell
Livewire Markets
Equities

Weekly S&P500 ChartStorm - 14 November 2021

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

Three risks to ponder as the festive season approaches

With year-end approaching and equity markets having positively surprised thus far in 2021, the risk is investors become overly complacent, thinking nothing can...
360
AMC
MQG
+2
Rudi Filapek-Vandyck
FNArena
Equities

Investors and traders both want good returns but are polar opposites

In this article, we discuss how there are many ways to approach investing and the approaches of traders and long-term investors could hardly be more different. The...
Stephen Bennie
Castle Point Funds
Equities

A bond market reminder of market fragility

The recent fall in US long-dated bond prices was a good reminder of what might happen if interest rates steadily rise from here. From September 2020 to March 2021 the...
Stephen Bennie
Castle Point Funds
Equities

Dissecting one of Berkshire Hathaway's greatest purchases

In early 2010, Berkshire Hathaway finalised the acquisition of BNSF, the largest US-based railroad for the consideration of $26 billion for the stock it did not...
Emanuel Datt
Datt Capital
Buy Hold Sell

Buy Hold Sell: 4 stocks with Australia's highest-paid CEOs

With only seven weeks left of 2021, Australians have much to look forward to. Christmas parties, a well-deserved break, and for the lucky few, an annual salary bump....
ANN
CSL
MQG
+1
Buy Hold Sell
Livewire Markets
Equities

The cheapest lithium stock in the market

Bullish articles about lithium are a dime a dozen today, says Emma Fisher from Airlie Funds. But one major player is considerably cheaper than the rest. Click the...
PLS
Emma Fisher
Airlie Funds Management
Expert Insights

VGI finds fertile ground in Asia's structural growth story

As Asia looks to add 1.5 billion people to its middle class over the next decade, there is an incredible opportunity for that group to influence which brands offer the...
Livewire Exclusive
Livewire Markets
Equities

Infinite ways to play

As a global long-short fund manager, we look at business fundamentals - and catalysts to highlight those - for opportunities on both sides of our portfolio. One of our...
Scott Williams
Fiftyone Capital
Equities

Amid sparkling returns, is now the time to join the diamond hunt?

The local diamond exploration sector has lost its glitter in recent years, but there’s renewed interest in finding the dazzling stones that the ancient Greeks thought...
+2
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

How to win investing in the booming robotics and AI sector

In a market like robotics and automation, investors must strike a balance that gives them access to new technologies without being overly reliant on holding large,...
kanish chugh
kanish chugh
Global X ETFs
Equities

How global supply chain disruptions have caught out central banks in 2021

This year has seen a series of unusual price moves in many different asset classes, energy prices have soared, and of course, cryptocurrency has been all over the...
Stephen Bennie
Castle Point Funds
Equities

The new abnormal

The primary influence on investment behaviour at present is historic performance. Winners keep winning. Little attention is paid to the importance of purchase price in...
AGL
+11
Martin Conlon
Schroders
Equities

The perfect storm creating supply chain issues

Fund manager quarterlies and stockbroking strategy pieces are coming in thick and fast, all offering opinions about inflation. Everyone has a well-articulated argument...
IPL
+3
Anthony Aboud
Perpetual Asset Management (Australia)
Equities

Why froth can't burn your tongue

The origin of the term "frothy" - in an investment context - is disputed, but many attribute it to Alan Greenspan. The former Chairman of the US Federal Reserve is...
Nicholas Quinn
Nicholas Quinn
Spatium Capital
Equities

Why multiples are a short-cut, lazy approximation for valuing a business and what we use instead

This wire was written by Amit Nath, Senior Research Analyst with Montaka Global InvestmentsWhen you look at a multiple, it may seem high at first glance. But it is...
Andrew Macken
Montaka Global Investments
Collections

16 Aussie EV stocks for your watchlist

I hope you like EV-exposed mining companies, because we've got a veritable smorgasbord on offer here. Our own Glenn Freeman recently spoke with three mining experts to...
CHN
CXO
+13
Glenn Freeman
Livewire Markets
Equities

Goodman group continues to ride the boom in online shopping

Australian property company, Goodman Group specialises in industrial sites that cater to the digital economy. In this wire, Roger Montgomery explains why he believes...
GMG
Roger Montgomery
Montgomery Investment Management
Equities

Two undervalued e-commerce businesses with enormous scope for growth

For investors in the crowded global e-commerce space, there’s little room for error. With high-multiple businesses focused on developed western markets garnering most...
Sunny Bangia
Sunny Bangia
Antipodes
Equities

Weekly S&P500 ChartStorm - 7 November 2021

The Weekly S&P500 ChartStorm is a selection of 10 charts that I hand pick from around the web and post on Twitter. The purpose of this blog post is to add some extra...
Callum Thomas
Topdown Charts
5101-5125 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