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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

Earnings are delivering good news in a world where politics isn’t

Company profits are surging even as political tensions rise, creating a widening gap investors must navigate carefully.
Damien Klassen
Nucleus Wealth
Shares

What still works on the ASX: 8 stock picks from 4 leading fund managers

After a tough year for the ASX, four managers explain where opportunities still exist and what matters most heading into 2026.
BHP
+5
Stephanie Gardner
Livewire Markets
Equities

4 market shock scenarios and the 40 stocks that will be rocked

The Australian and global stocks that would be impacted by some of the big risks on Plato Investment Management's radar
29M
360
+18
Dr David Allen
Plato Investment Management
Equities

Good things come in quality small packages

Investors are repositioning for the next market cycle, and quality small-caps may be in favour.
Cameron McCormack
VanEck
Equities

Manganese set to be woken from its slumber by new battery chemistry

It's good news for Trek Metals, which could have a big manganese find in WA, while gold explorer Gateway also thinks it has a discovery.
S32
Barry FitzGerald
Independent Journalist
Equities

The 2026 catalyst: How WiseTech is weaponising AI to outperform the ASX

WiseTech vs. AI: Moat Builder or Moat Destroyer? Why 2026 is the year the market separates the winners from the disrupted.
William Taylor
ETF Shares
Equities

The missing ingredient for small-cap outperformance is here

2025 tested investor nerves. Returns held up, but shifting earnings dynamics point to new winners in 2026.
Andrew Mitchell
Ophir Asset Management
Equities

3 ASX tech stocks rated strong Buys after the sector has tumbled

Some of Australia's leading tech names have seen their share prices halved in recent months. Are these three ASX tech leaders now a buy?
360
XRO
Tom Stelzer
Livewire Markets
Equities

AI has levelled up again: Here's what you need to know

Models have become a lot smarter, but how developers are using them is quickly making and breaking businesses.
+4
Thomas Rice
Minotaur Capital
Equities

Stock-picking in the resources sector

A measured approach to commodity investing.
ALQ
BHP
+7
Emma Fisher
Airlie Funds Management
Equities

Valuations, earnings, AI - the key drivers for Aussie equities in 2026

Key Takeaways: The Australian market experienced a robust 2025, with the S&P/ASX 200 rising over 10%. High-beta names outperformed, while expensive growth names...
BHP
DOW
+3
ClearBridge Investments
ClearBridge Investments
Equities

How Macquarie is winning the battle for mortgages

Macquarie is giving mortgage brokers the two things they value most, and it is working.
MQG
+2
Tim Carleton
Auscap Asset Management
Equities

9 ASX stocks where brokers see opportunity - and 3 facing headwinds

A dividend-rich financial, a lithium rebound play and a bruised growth stock feature in brokers’ early-year calls.
AMC
AMP
ASX
+9
Vishal Teckchandani
Livewire Markets
Equities

Metals, commodities and engineering of the future

Five ASX companies driving the multi decade energy transition
BHP
IGO
+2
Will Baylis
Will Baylis
ClearBridge Investments
Outlook Series

Your 10 most-tipped ASX income stocks for 2026

See which income stocks are most popular with readers as we go into 2026, and which ones haven't made the cut.
APA
BHP
+7
Tom Stelzer
Livewire Markets
Shares

7 ASX growth stocks ticking all the boxes right now

Livewire's Carl Capolingua and Chris Conway have built a process for identifying growth stocks - they put it into practice here.
ALQ
BGL
CDA
+4
Chris Conway
Livewire Markets
Outlook Series

Finding value in small caps through an income and capital growth lens

Income and capital growth are not opposing forces; in fact, over the longer term they often travel together.
CUP
Lauren De Zilva
Ryder Capital
Outlook Series

The overlooked stocks that could shine in 2026

Mega-caps stole the show in 2025. But as leadership broadens, overlooked stocks can re-rate fast. Ten managers share their picks for 2026.
CCL
MQG
+4
Buy Hold Sell
Livewire Markets
Outlook Series

Where we see opportunity across Asia heading into 2026

We see compelling opportunities in China and India, while remaining selective on AI adoption and semiconductor exposures.
Gary Monaghan
Fidelity International
Equities

All in play as the corporate sector enters the AI era

Companies across sectors will increasingly deploy artificial intelligence (AI) throughout their businesses to fortify competitive advantages
Joshua Cummings
Janus Henderson
Equities

In 2026, the earnings multiple will be more important than the earnings

The consensus outlook for 2026 is bullish. But most focus on expected earnings growth, and ignore the all-important earnings multiple
Greg Canavan
Fat Tail Investment Research
Equities

2026: The year Google will defeat Anthropic and OpenAI

The Apple–Google partnership signals Apple’s decision to stay in its lane, a move that brings Google one step closer to winning the AI race.
Cliff Man
ETF Shares
Equities

Small companies in 2026: The benefits of exposure to a stronger US economy

A stronger than expected US growth outlook presents opportunities for ASX listed companies with US earnings exposure.
360
IGO
+8
David Lloyd
Ausbil
Outlook Series

Your 10 most-tipped ASX growth stocks for 2026

Here are Livewire readers' 10 most-tipped growth stocks for 2026 - who will make the cut and will CSL be displaced from #1?
Chris Conway
Livewire Markets
Equities

Top 6 ASX takeover picks for 2026 (and reviewing last year's picks - including one 10-bagger)

Takeovers are rampant. Here's how Seneca is positioning for the next ones.
+21
Ben Richards
Seneca Financial Solutions
651-675 of 8905