Home Wires

Equities

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

Equities

16 Top Australian Stock Picks

This publication, Top Australian Stock Picks, contains our top 16 stock picks across a diverse group of sectors including Diversified Financials, Software & Services,...
BGL
+13
Aaron Muller
Aaron Muller
Canaccord Genuity
The Rules of Investing

The theme to dominate this decade in markets

The last 40 years in financial markets have been heavily influenced by a very important factor: falling interest rates. A look at the 10-year US bond yield shows that...
The Rules of Investing
Livewire Markets
Equities

Great expectations, delivery is key

The Australian small caps market generated strong returns in 2019 (from an end 2018 low) which has continued so far into 2020, driven by accommodative monetary...
EML
IEL
+5
Matt Griffin
Maple-Brown Abbott
Equities

Canny O’Keeffe’s shift into diamonds augurs well for expanding Lucapa

Legendary company-maker Michael O’Keeffe, whose timing has been impeccable over the years, has signalled that diamonds are now his best friend. Plus, Genesis...
+2
Barry FitzGerald
Independent Journalist
Equities

Opportunities still to be found amid heroic valuations

2019 and the decade ended strongly for equity market returns nearly everywhere, and Australia was no exception. Profits were not the fuel, remaining anaemic. There...
APT
+2
Martin Conlon
Schroders
Equities

Buy. Sell. Buy. Sell (Repeat 'til broke)

For as long as there have been markets, there have been people looking for ways to gain an advantage. From scams and fraud in under-regulated markets before the...
Michael Goldberg
Collins St Asset Management
Rapid Fire

High conviction: The purist's way to invest

In 2006, David Pace, Matthew Ryland and Marc Hester decided to leave their jobs at Merrill Lynch to found Greencape Capital. Less than a year later, the GFC rocked...
CSL
+4
Patrick Poke
Livewire Markets
Equities

Entertainment Industry | Part 3 of the Digitisation of Everything

Entertainment is no longer restricted to the home or an entertainment venue. The proliferation of entertainment options through digital and online services has changed...
Lachlan Hughes
Swell Asset Management
Equities

5 considerations when volatility strikes

As we begin a new year, investors may be taking some time to reassess their portfolios and establish expectations for the road ahead. If any lesson can be drawn from...
Matt Reynolds
Matt Reynolds
Capital Group
Equities

An under-appreciated Chinese Stalwart

2019 finished with another busy quarter of travel for the Global Equities team here at Cooper Investors, visiting the US, UK, Spain, Switzerland, China and Japan. We...
Geoff Di Felice
Geoff Di Felice
Cooper Investors
Equities

What’s in store for the big four banks in 2020?

The banks have endured a turbulent few years as a result of increasing regulatory constraints, slowing credit growth, and the fallout from the royal commission. 2019...
+1
Stuart Jackson
Equities

Going with the flow

Australia’s sharemarket returns have been stellar in 2019. At approximately 24% they have comfortably exceeded the average over the past 30 years of 11% (before being...
AMP
ASB
+5
Simon Mawhinney
Allan Gray
Equities

Cinema stocks: a blockbuster with a bad ending

Annoyed that a movie ticket and popcorn will set you back $35? You're not alone. Annual cinema attendance per capita in North America has dwindled from 5x in 2002 to...
Scott Williams
Fiftyone Capital
Equities

Small could be beautiful

At 11 years and counting, this is the longest bull market in history - driven primarily by the record-breaking performance of mega caps, led by the technology giants....
Fidelity International
Fidelity International
Equities

Most Significant Events in a Decade of Mining

It was in 2009 that the first of “The Hangover” movies hit the silver screen. Other than setting the scene of just how long ago 2009 was, the movie contains...
BHP
IGO
+7
Hedley Widdup
Lion Selection Group
Equities

The New Criterion: charred and singed ASX-listed stocks count the cost of the bushfire catastrophe

With the prolonged bushfire crisis now abated thanks to the efforts of Mother Nature and tireless firefighters, now’s the time for investors to ponder the effect of...
APZ
+18
Tim Boreham
Tim Boreham
Independent Investment Research
Expert Insights

Could Alibaba be set for a re-rate?

In recent years, a big part of Amazon’s share price gains have been attributable to the massive success of Amazon Web Services (AWS), Amazon’s cloud computing...
Livewire Exclusive
Livewire Markets
Equities

Which stock for which season?

The last decade was one of steady recovery from the GFC for the world, but also one of great uncertainty and political instability. Markets had the Euro crisis, US...
+1
Sean Fenton
Sage Capital
Equities

The false contradiction of value versus growth

Firstly, I want to wish all readers a very happy and prosperous 2020. The new year has seen equity markets continue their seemingly unstoppable march higher, with...
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Equities

Automotive Industry | Part 2 of the Digitisation of Everything

There is perhaps no better example of an industry undergoing digitisation than the automotive industry. The internal combustion engine is being supplanted by the...
Lachlan Hughes
Swell Asset Management
Equities

The importance of luck (and recognising it)

Early in my career, an important mentor of mine had a favourite saying, “I’d rather be lucky than smart”. At the time, I found this strange advice, as she was clearly...
Stephen Bennie
Castle Point Funds
Equities

Digitisation of everything

In 2019 the world spent roughly 5% of global GDP or $4 trillion on technology. By 2030, this is expected to double to more than 10% of GDP or an estimated $14...
Lachlan Hughes
Swell Asset Management
Equities

Strandline prepares big WA mineral sands project for lift off amid strengthening financial outlook

Plus, Legend’s latest assays fuel hopes of a new nickel-copper find in the Fraser Range and Sprott eyes a golden girl in Kalamazoo.The cooling US-China trade war is a...
CHN
IGO
+5
Barry FitzGerald
Independent Journalist
Equities

Livewire's 50 most tipped stocks

In late December we ran the annual Livewire Predictions and Top Picks survey and had a monster 6,987 responses. As soon as we had our feet under the desk after the...
AMC
AMP
+22
Alex Cowie
Alex Cowie
Equities

A global technology leader that won’t cost the world

Like many local technology trailblazers before it, Catapult (CAT) has endured a turbulent first 5 years as a listed company on the ASX. One only has to view its...
AD8
+12
Luke Howard
Chester Asset Management
7401-7425 of 8799
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