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

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
Equities

This company is redefining electronic trading - and seeing phenomenal growth

In the crowded world of electronic trading platforms, Interactive Brokers (IBKR) stands out with its technology leadership, product breadth and industry-leading...
George Hadjia
Bristlemoon Capital
Equities

Chasing the sun

As emotions run high, anchoring on rational fundamentals is tougher, but probably more important than ever.
CAR
REA
+1
Martin Conlon
Schroders
Outlook Series

12 contrarian calls that may just surge in 2025

In this video, we ask our fundies to nominate some contrarian stock picks. Will any of them deliver the right kind of surprise? Find out.
+8
Buy Hold Sell
Livewire Markets
Equities

Is Boss Energy or Paladin Energy the better ASX uranium stock? This broker says buy both

The uranium trade was a rocky one in 2024 and appears to be starting 2025 on an equally uncertain basis. Bell Potter says: Stay the course.
AEE
+8
Carl Capolingua
Livewire Markets
Outlook Series

ZIP rallied 363% in 2024; Pendal's Rachel Folder says the growth is just getting started

As part of the 2025 Outlook Series, Livewire interviewed 10 fund managers. Here, we share the full interview with Pendal's Rachel Folder.
James Marlay
Livewire Markets
Equities

Could 2025 be the year that valuations matter again?

Valuations are rising, while the equity risk premium is shrinking. Here's how we're approaching markets this year.
AMC
ORI
+1
Daniel Moore
IML
Equities

5 ASX stocks to own as the market keeps rallying

In this wire we highlight five stocks we think are worth owning as the bull run continues into 2025.
CYC
+2
Michael Carmody
Centennial Asset Management
Equities

The anatomy of boom-bust cycles in a passive dominated market

Stock market booms and busts are rare. However, the dominance of passive investing has fuelled a dangerous cycle of market instability.
+2
Jason Teh
Vertium Asset Management
Equities

Your 2025 ASX highest dividend yield stocks playbook

The ASX hosts some of the best dividend stocks in the world. We investigate juiciest dividend yields on offer ahead of earnings season.
AMC
APA
+22
Carl Capolingua
Livewire Markets
Equities

ASX insider moves from the December quarter - who went Christmas shopping?

Want to know who is buying and selling their own stock? Join Livewire's Chris Conway and Kerry Sun for our quarterly update.
PME
Chris Conway
Livewire Markets
Outlook Series

10 industries and 17 stocks poised to break out in 2025

Find out where the experts see big growth opportunities and the ways they are investing.
ASB
+9
Buy Hold Sell
Livewire Markets
Outlook Series

Beware of the rotation coming in ASX large cap companies

ASX 200 earnings estimates have been in a downgrade cycle but there are tentative signs that the cycle has reached its nadir.
Casey McLean
Fidelity International
Equities

Where is the lithium market heading? Dale Henderson, Pilbara Minerals CEO

Dale Henderson explores the lithium market, EV & battery storage trends, challenges, opportunities, and PLS's position. It's a must-listen!
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

Don’t listen to Wall Street if you want to know what markets will do in 2025

"Prediction is very difficult, especially if it's about the future." — Niels Bohr
Dr David Allen
Plato Investment Management
Outlook Series

Adapt or die - a message for the active funds management industry

Plenty of active managers seem to think some sort of reversal is just around the corner. They are dreaming.
Steve Johnson
Forager
Outlook Series

4 compelling reasons to add small companies in 2025

We think there are four compelling reasons small and micro-cap equities are set to benefit in 2025.
CDA
+5
Arden Jennings
Ausbil
Equities

Goldman Sachs names 2 high conviction ASX stocks with over 35% upside for 2025

Two ASX-listed names have made it to Goldman's "APAC Conviction List", a curated and active list of 20-30 fundamental buy ideas.
WOR
Kerry Sun
Livewire Markets
Equities

Lithium cycle has troughed as Chinese battery makers set to ramp up production –Citi

Major broker Citi sees lithium market dynamics shifting away from the “short term bearish” view they’ve held for the last 9 months.
CXO
IGO
+8
Carl Capolingua
Livewire Markets
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