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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

Want CBA alternatives? Here's a new wave of dividend darlings

The strong performance of markets in 2024 has kept the issue of company valuations front of mind, particularly in the banking sector. In a recent wire titled Is CBA...
+5
Dan Pennell
Plato Investment Management
Outlook Series

Nick Guidera’s four small cap ideas for staying ahead of the herd

2024 saw the start of a small-cap revival. Eley Griffiths Group's Nick Guidera says the settings are in place for the bull run to continue.
IFT
+2
James Marlay
Livewire Markets
Equities

Big tech’s ‘Agentic AI’ gamble: can massive spending deliver?

Tech giants are pouring billions into AI infrastructure. Is Agentic AI the innovation that justifies the investment — or a risky bet?
+1
Charles Ormond
Fat Tail Investment Research
Equities

Star's lenders appoint McGrath Nicol, Blackstone touted as potential bidder

Macquarie and Deutsche Bank are working with McGrath Nicol on Star's options as sources tip Blackstone as a possible bidder for Star Sydney.
Tom Richardson
Livewire Markets
Outlook Series

The 3 big things keeping Livewire readers up at night

Optimism for 2025 remains high but financial markets feel as fragile as ever.
Kerry Sun
Livewire Markets
Equities

Three areas defining US equities in 2025

Delve into key factors shaping the future of US equities in 2025 and what switched-on investors should be focusing on.
Cameron McCormack
VanEck
Outlook Series

Where IML's Lucas Goode is finding value in small caps and 4 ASX picks

As part of the 2025 Outlook Series, Livewire interviewed 10 fund managers. Here, we share the full interview with IML's Lucas Goode.
CCL
NXT
James Marlay
Livewire Markets
Equities

The ASX stock whose turnaround story may have more to come

This ASX stock has undergone an amazing turnaround in the last 18 months. The question is, can it continue?
Alex Shevelev
Forager
Outlook Series

10 "sleep at night" stocks to weather any storm in 2025

If markets were to shut down for 2025, which companies would emerge stronger on the other side? Hear what the fundies have to say.
360
CCL
+5
Buy Hold Sell
Livewire Markets
Equities

Is the Commonwealth Bank's share price surge the ultimate bubble signal?

CBA has been a popular inclusion in many Australian investors’ portfolios. But has its surge been too good for too long?
CSL
GMG
+2
Reece Birtles
Martin Currie
Equities

Bumper cash generation set to help gold stocks catch up to booming bullion price

As well as share price re-rates among producers, expect more M&A like that being undertaken by Minerals 260 and Sipa.
BGL
+9
Barry FitzGerald
Independent Journalist
Equities

4 key themes every biotech investor should be watching (and 9 stocks to watch)

Selective stock-picking and conviction drove HB Biotech’s strong 2024 performance. Read our insights on navigating today’s biotech market.
+7
Charlie Williams
HB Biotechnology
Outlook Series

2 ASX stocks giving you access to a misunderstood but highly profitable commodities theme

We are particularly focused on the growing demand for energy and critical minerals as key themes.
Emanuel Datt
Datt Capital
Outlook Series

The 10 most-tipped ASX income stocks for 2025

Here you will find your top-tipped ASX income stock picks from the 2025 Outlook Series Survey.
APA
BHP
+7
Sara Allen
Livewire Markets
Outlook Series

4 small and mid-caps to watch, and 1 to avoid after a 400% run

Spheria's Brittany Isakka shares the thought process her team uses when investing in and avoiding small and mid-caps.
HLS
MSB
PPS
+2
James Marlay
Livewire Markets
Equities

Where the Australian stock market is headed in 2025

There were massive winners and massive losers on the ASX in 2024. We bring you 2025 outlooks from three major brokers: Buy, hold or sell?
AMP
+17
Carl Capolingua
Livewire Markets
Outlook Series

The sectors and asset classes Livewire readers tip will outperform in 2025

And the stocks you and the experts tipped for exposure in the 2025 Outlook Series Survey.
360
BHP
BOE
+21
Sara Allen
Livewire Markets
Outlook Series

Caution! 11 stocks on the ‘avoid’ list for 2025

Avoiding big losses is a sure way to help compound your wealth. Nine professional investors share the stocks they're avoiding in 2025
IPH
+6
Buy Hold Sell
Livewire Markets
Outlook Series

This ASX name is guiding to 15% profit growth and has a founder who is buying

As part of the 2025 Outlook Series, Livewire interviewed 10 fund managers. Here, we share the full interview with Ellerston's James Barker.
DSE
QOR
Chris Conway
Livewire Markets
Outlook Series

Global growth and shorting opportunities abound

There's robust potential in US tech, pharma and Qantas, while red flags exist in a number of ASX companies that make them short candidates.
+7
Dr David Allen
Plato Investment Management
Outlook Series

The Magnificent Seven name that Sam Ruiz thinks is worth a miss

Plus, why he's fishing in life insurance for a portfolio idea in 2025.
Chris Conway
Livewire Markets
Equities

The rise and fall of Magellan and Platinum: Lessons for investors (podcast)

In Episode 34 of Stocks Neat, Portfolio Manager, Gareth Brown, and I take a deep dive into the challenges facing active fund management giants Magellan and Platinum,...
Steve Johnson
Forager
Outlook Series

The 10 most-tipped ASX growth stocks for 2025

Can your picks, including CSL, BHP and WTC, do it again in 2025? Here are the 10 top-tipped growth stocks for 2025.
360
BHP
+7
Sara Allen
Livewire Markets
Equities

Newmont – worth its weight in gold?

In this extract from our December 2024 Quarterly Commentary, we discuss the year that was and dig into Newmont Corporation.
Simon Mawhinney
Allan Gray
Outlook Series

Could this ASX-listed biotech stock become the next takeover battleground?

Plus, true bull markets never leave small and mid-caps out. Is this the year that they finally break out?
Chris Conway
Livewire Markets
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