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

Equities

“That’s not diversification”: The overlooked opportunity trading at a 30% discount

Emerging markets are undervalued, they are underrepresented, and potentially a blind spot in many portfolios, says Orbis' Vern du Preez.
Chris Conway
Livewire Markets
Equities

'Not our base case': Fed unlikely to unleash printing presses, QE, to offset US/China trade war

Talk the Fed could restart QE programs to cap bond yields if they rebound on new inflation worries has been dismissed by economists.
Tom Richardson
Livewire Markets
Equities

Morgan Stanley’s top-ranked ASX healthcare picks for right now

With the ability to offset the impact of tariffs and strong historical performance in tough times, the health sector could be one to watch.
CSL
RMD
Tom Stelzer
Livewire Markets
Equities

ASX insiders "buy the dip" at record levels in March quarter

Want to know who is buying and selling their own stock? Join Livewire's Chris Conway and Kerry Sun for our quarterly update.
HLI
PPT
+1
Chris Conway
Livewire Markets
Equities

The bigger (the multiple), the harder they fall

It’s tempting to lay the ASX200 travails of recent times to Liberation Day. But that would be wrong.
BLD
+3
Schroders Australia
Schroders
Equities

Trying to reason with high vol season

Higher volatility was our base case for 2025—and here it is(1) The economic and fundamental backdrops are still reasonably sound, but persistent inflation, higher...
+3
Scott Helfstein
Global X ETFs
Equities

2 of the most innovative ASX companies you might not have heard of

How do you ever expect to find the next market darling if you're not even looking? Here's two ideas to join the hunt.
DXB
Chris Conway
Livewire Markets
Equities

The eye of the storm? How the pros are positioning with US stocks set to rebound

With equities on the bounce, we get a temperature check on where the opportunities are now or if this is simply a false dawn.
+1
Tom Stelzer
Livewire Markets
Equities

BHP's chairman is buying shares on-market and Goldman Sachs thinks you should too

Ross McEwan, the BHP chairman, added 10,000 shares to his personal portfolio and is probably looking to take advantage of cheaper prices.
BHP
DEG
+2
Tom Richardson
Livewire Markets
Equities

AI infrastructure: rethinking risk, reward and reality

Structural technology shifts like AI don’t resolve in a year or two. They play out over decades.
Steven Glass
Pella Funds Management
Equities

Nations can't make everything

Over the past few years, the press has been full of articles about tariffs and trade policy, and politicians from Trump to Albanese have trumpeted the desire to...
Hugh Dive
Atlas Funds Management
Buy Hold Sell

Buy Hold Sell: Battery metals stocks to buy (and those to avoid)

Janus Henderson’s Daniel Sullivan and Seneca Financial’s Ben Richards dive into the unloved - lithium & battery metals. What will they find?
CXO
IGO
+3
Buy Hold Sell
Livewire Markets
The Rules of Investing

“We’re buying”: Emma Fisher spots a rare chance to upgrade the portfolio

Airlie’s Emma Fisher on staying calm in a crisis and the stocks she’s been buying as valuations take a hit.
APZ
+6
The Rules of Investing
Livewire Markets
Equities

120-year legacy: How Robert Millner has steered Soul Patts to consistent shareholder growth

What’s the secret behind 25 years of rising dividends and a 120-year legacy?
BKW
+1
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Buy Hold Sell

Buy Hold Sell: A truckload of commodity stocks for your watchlist (including 3 buys)

Janus Henderson’s Daniel Sullivan and Seneca Financial’s Ben Richards pick through the rubble for the best commodity plays.
A1M
IMD
+4
Buy Hold Sell
Livewire Markets
Equities

ASX Dividend Stocks: This 6-8% yielder held steady during the market selloff

While the S&P/ASX 200 tumbled 14% between February 14 and April 7, Dalrymple Bay Infrastructure managed to push 2.5% higher. Here's why.
Kerry Sun
Livewire Markets
Equities

NOT how markets are supposed to work! Welcome to Trump’s “new normal” investors

Markets can’t do their work when policy decisions critical to the global economy, and therefore the pricing of risk, are made on the fly.
BHP
+6
Carl Capolingua
Livewire Markets
Equities

The Fallen: Stocks hitting 52-week lows (and what investors should do)

Mineral Resources, BHP, Magellan, GQG, Macquarie and CSL are hitting 52-week lows. Are they falling knives or hidden gems? Experts weigh in.
BHP
CSL
GQG
+6
Vishal Teckchandani
Livewire Markets
Equities

The ASX 200 was up 5% yesterday. Here's what happens next

How does the local sharemarket perform after a massive one-day rally? History warns of volatility and choppy returns in the short term.
Kerry Sun
Livewire Markets
Equities

Nutex Health - Emergency room level of potential upside

Despite a five-fold share price increase, this US micro cap is still a bargain.
Steve Johnson
Forager
Equities

“This should not have surprised anyone” Trump and the great rebalancing

In our latest Navigating The Noise podcast, I talk to Chris Wallis,  CEO/CIO of Vaughan Nelson, about Trump’s tariffs and recent policy changes, along with the market...
Louise Watson
Natixis Investment Managers
Equities

5 undervalued ASX stocks that could rise as AUD weakens

Drawing on analysis by UBS, we’ve identified the Aussie stocks that can weather a weak dollar and are primed for a bounce.
GQG
ORA
+2
Tom Stelzer
Livewire Markets
Equities

Trump just blinked - he had to - what now?

The bond market backed Trump into a corner.
Marcus Padley
Marcus Today
Equities

The ASX 200 is falling again! This reliable indicator can help you spot when the bottom is finally in

The ASX 200 is in correction territory. If the correction turns into a bear market, you’ll want all the help you can get to spot the bottom.
BHP
+6
Carl Capolingua
Livewire Markets
Equities

Anatomy of a crisis - and some tips from a seasoned contrarian on what to do next

I sat down with Greg Canavan from Fat Tail Investment Research to get his take on the market gyrations and how he's playing the long game.
Chris Conway
Livewire Markets
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