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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

3 risks you won't see coming

Complacency not catalysts will trigger the next 20% fall, and it could happen within 4 months
CSL
+8
Mark Gardner
MPC Markets
Markets

How AI's butterfly effect is rippling through every corner of the ASX

Fully priced banks and miners, an AI capex boom built on shaky logic, and rising bad debt risk leave few safe places on the ASX.
Martin Conlon
Schroders
Equities

3 ETF ideas for Australia's sluggish economy

Australian shares have lagged global markets in 11 of the past 17 financial years. Here are ETF ideas for growth at a fair price.
Arian Neiron
VanEck
Equities

El Niño and the ASX: the stocks set to win and lose

El Niño may lead to drought, supply chain chaos, inflation, and other negatives – but it will also result in winners and losers on the ASX.
BHP
ELD
IGO
+9
Joseph Lyons
Livewire Markets
Shares

The US companies Australians should be holding in their portfolios

The quality staples beyond the Magnificent Seven that investors shouldn’t forget.
+5
Sara Allen
Livewire Markets
Shares

Is Simandou really a 'Pilbara killer'? What the iron ore sell-off means for BHP, RIO and FMG

A new African mega-mine sent the iron ore price tumbling, and BHP, RIO and FMG with it. Is the Simandou threat real or overblown?
BHP
FMG
+2
Carl Capolingua
Livewire Markets
Markets

The great market broadening is just getting started

Cooling inflation and improving market breadth are creating a more supportive backdrop for small-cap investors.
Andrew Mitchell
Ophir Asset Management
Equities

Saaspocalypse? Not Now!

Why it's important to remember that not all software businesses are built the same.
Alex Shevelev
Forager
Equities

A biotech renaissance

Strong clinical data, record deal activity and renewed investor confidence are driving the next phase of growth and outsized returns.
+4
Charlie Williams
HB Biotechnology
Equities

Beyond the chips five thematics from our US trip

A recent US trip took us across five cities surfacing five thematics from an AI build-out to structural defence spending.
Will Hanna
Maple-Brown Abbott
Equities

BHP’s greatly overvalued because copper’s been hugely overhyped

It’s an excellent company whose future is bright. Unfortunately, bulls are massively exaggerating – and thus considerably overvaluing – it.
BHP
Chris Leithner
Leithner & Company Ltd
Shares

Why this “beaten up” stock is on Claudia Kwan’s watchlist

The fund manager is looking for value in unlikely places to match the strong success of backing the electrification names early.
ION
+2
Keith Ford
Livewire Markets
Equities

The symbiosis between private equity and shareholder activism in Japan

PE funds in Japan have too much capital and not enough deal flow. Activists often drive companies into PE funds' arms.
James Halse, CFA
Senjin Capital
Equities

MI6 investigation finds no real reason for fall in gold explorer’s share price

Plus, Powerhaus IPO taps into unfolding uranium bull market and Philippines-focussed Tetragon Energy makes strong ASX debut.
BHP
MI6
+4
Barry FitzGerald
Independent Journalist
Markets

"It's not investing, it's a game": Anton Tagliaferro on what's wrong in today's market

The veteran fund manager believes today's biggest market risk isn't AI - it's investors ignoring what companies are worth.
CUP
James Marlay
Livewire Markets
Equities

Japanese stocks' incredible hidden real estate assets

TOPIX companies own ~$600bn of investment properties, on the books at only $320bn. And this is only part of the story.
James Halse, CFA
Senjin Capital
Shares

Investors are focused on the shock. The money is in the consequences

Fulcrum's Fawaz Chaudhry explains why AI, energy and policy are colliding to create new winners and losers.
Chris Conway
Livewire Markets
Equities

Quality grower in choppy times: Heineken

In a market dominated by headlines around AI, quality growers delivering consistently strong earnings such Heineken have been overlooked.
Garry Laurence
Profeta Investments
Shares

ASX insiders maintain buying rage in June quarter - who's been making moves?

Want to know who is buying and selling their own stock? Join Livewire's Chris Conway for the quarterly insider moves update.
BXB
+1
Chris Conway
Livewire Markets
Shares

The case for gearing into equities is strong. The volatility might change your mind

With negative gearing rules shifting, investors are eyeing equities. But can you handle the volatility that comes with a geared portfolio?
Keith Ford
Livewire Markets
Equities

The fighting hasn't stopped. So why have oil and energy stocks moved on?

Has the market become too complacent? Two investors reveal the catalysts hiding beneath the surface - and the energy stocks they favour.
ALD
BPT
+4
Vishal Teckchandani
Livewire Markets
Equities

Australian major banks: Credit Quality — where the faultline runs (July update)

From our write-up "Are the banks well-provisioned?" in April, and with Judo's June update, a re-assessment couldn't be more timely.
BTN
+8
Ryan Lim
Alpha Insights
Buy Hold Sell

Buy Hold Sell: 5 stocks from the ASX’s hottest sector of FY26

Materials crushed every other ASX sector over the past year. Can the rally continue, or has the easy money already been made?
+2
Buy Hold Sell
Livewire Markets
Equities

Own the opportunity, not the index

Why the decade's biggest opportunity rewards the active and the selective.
Anthony Doyle
Pinnacle Investment Management
Equities

Maroun's market musings: what the market is rewarding

For long term investors, periods like these are often the moments when quality matters most not least.
Maroun Younes
Fidelity International
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