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Equities

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

Outlook Series

Are the Magnificent 7 doomed to outperform (again) in 2026?

AI ruled again, but 2025 widened the gap. Nvidia and Broadcom surged, Google flipped the script - and now sets the pace.
David Tuckwell
ETF Shares
Outlook Series

The industries poised to break out in 2026 and 16 stocks to play them

Ten top fund managers reveal the sectors set to surge in 2026 and the stocks they believe are best placed to benefit.
360
AMI
HLS
+9
Buy Hold Sell
Livewire Markets
Equities

Vegemite or peanut butter jelly? Why US shares will beat the ASX (again) in 2026

The US is better poised to capture emerging growth themes than Australia, which could play out again in 2026.
William Taylor
ETF Shares
Equities

Nothing to see here

Ample liquidity might disguise the myriad issues facing governments and companies.
BHP
+15
Martin Conlon
Schroders
Equities

Where to catch the investment waves in 2026

On the surface, 2025 looks like a solid year for markets. Beneath the headline returns, it was anything but straightforward.
Steve Johnson
Forager
Equities

From the sublime to the ridiculous

It is 20 years since we began managing money in Australia, and this quarter’s excellent performance has been a welcome birthday gift. It hasn’t been a smooth ride for...
CSL
GMG
+3
Simon Mawhinney
Allan Gray
Outlook Series

Stocks to avoid in 2026, according to 10 top fundies

Ten leading fund managers share the stocks they’re steering clear of in 2026 and the risks investors may be underestimating.
DRO
+7
Buy Hold Sell
Livewire Markets
Outlook Series

You should (almost certainly) own more US equities. But how? - Part 1/2

How to think about the must-have allocation in your growth portfolio.
Sebastian Ferrando
Koda Capital
Equities

Chinese stocks just broke out - here’s how Aussie investors can play the move

Chinese stocks are rising. For Aussie investors, shifting risks and new ETFs offer a chance to play a potentially once-in-a-generation move.
+3
Carl Capolingua
Livewire Markets
Equities

Quality opportunities in healthcare

In markets, short-term underperformance can often set the stage for a compelling long-term opportunity. Although healthcare was the S&P 500’s worst-performing sector...
Tom Hancock
GMO
Outlook Series

Global equities: Global value offers a more balanced opportunity set in 2026

A more balanced macro backdrop, broader geographic exposure and fresh catalysts make 2026 look more compelling than recent narrow markets.
Grace Su
ClearBridge Investments
Equities

Buffett's retired, good riddance to the most destructive investing philosophy in history!

Buffett won - but you probably won't if you blindly copy his rules. These Buffettisms could quietly destroy your portfolio.
Carl Capolingua
Livewire Markets
Outlook Series

Small Caps surge ahead: Why 2026 could be a breakout year

Can Australia's small cap stocks build on a strong showing in 2025 and positive earnings growth to make next year one to remember?
Michael Steele
Yarra Capital Management
Equities

Three reasons lithium prices are surging and the ASX stocks poised to prosper

Lithium is moving again. Prices are up, confidence is building, and capital is flooding back. Is this the start of the next boom?
CXO
+13
Carl Capolingua
Livewire Markets
Equities

Australian small caps – Momentum meets earnings growth in 2026

The 2025 calendar year delivered a decisive breakout for Australian small caps – can this momentum extend into 2026?
BGL
+6
Phillip Hudak
Maple-Brown Abbott
Outlook Series

What the next phase of the dividend cycle means for Australian investors

Income in 2026 will be about more than headline yields. Diversification, franking credits and choices will separate winners from traps.
Dr Don Hamson
Plato Investment Management
Outlook Series

Dogs of the ASX 2025: who bit, who limped, and who’s ready to run?

One investor’s trash is another’s treasure, and in 2025, the Dogs of the ASX delivered in spades.
CSL
FMG
IEL
+10
Hugh Dive
Atlas Funds Management
Equities

Goodman Group: our top ASX stock pick for AI play in 2026

The year 2026 marks a genuine turning point for Goodman Group with its data centre growth plan backed by global institutional investors.
GMG
Cliff Man
ETF Shares
Outlook Series

The #1 growth stocks for 2026

Livewire rounded up 10 of Australia's brightest investment minds for their top ASX and global growth stock picks for the year ahead.
DXB
HUB
+4
Buy Hold Sell
Livewire Markets
Equities

Widow-makers and haymakers: the best and worst trades of 2025

As a tumultuous 2025 draws to a close, it is worth reflecting on the year’s worst and best trades, the widow-makers and the haymakers!
PRU
+3
Dr David Allen
Plato Investment Management
Equities

S&P 200 Model Portfolio – Active investing must evolve or keep underperforming

Market Cycle Global markets grind higher into the end of the year in low turnover. The moves were supported by strong passive inflows that helped offset mixed US...
TLS
+1
Mathan Somasundaram
Deep Data Analytics
Livewire Christmas

11 lessons from 2025 (that’ll make me a better investor in 2026)

From buying winners to watching IPOs, here are eleven hard-earned lessons from a wild year for markets.
CCL
CSL
Kerry Sun
Livewire Markets
Equities

Snake oil 2.0: Why the ESG is its own worst enemy

ESG scores promised ethics and returns. The data shows confusion, underperformance, and why packaged ethics no longer work.
Damien Klassen
Nucleus Wealth
Equities

WiseTech - A high-quality compounder with structural competitive advantages

Market dislocation offers a chance to invest in a high-quality growth business with durable advantages at a materially improved valuation
Jai Mirchandani
ELM Responsible Investments
Equities

Our best stock ideas for 2026

Our sector portfolio managers were tasked with sharing their highest-conviction ideas for the year ahead.
+3
Antipodes Partners
Antipodes
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