Equities
Alex Cowie

With the Easter and Anzac period upon us, for some holiday reading, we’ve rounded up and summarised a baker’s dozen of the top wires of 2019 so far, including some of the most popular stock ideas, fundie interviews and big picture wires. 3 unmissable fundie interviews If you missed it, in... Show More

Equities
Alex Cowie

We recently reviewed the ten most tipped stocks, which are leading the market by 17% so far this year. However, there was a second crop, the ‘ten more’ most tipped stocks (i.e. in positions 11-20)… So, how is this group tracking so far? This list included Jumbo Interactive and Nearmap, which... Show More

Equities
Alex Cowie

At the start of the year, we announced the ten most tipped stocks from our Livewire reader survey. Three months into the year, this diverse basket is already up by 25.6% on average (or 26.9% with dividends), versus 8.6% for the ASX200. We saw some impressive results from the most... Show More

Alex Cowie

ARK Invest has just published a great podcast with the one and only Elon Musk. Interviewed by Cathie Wood and Tasha Keeney, Elon set the scene by agreeing with their aggressive projections for EV sales to increase 20-fold in the next 5 years, which would represent about a third of... Show More

Alex Cowie

Australia reporting season kicks into 5th gear as results come thick and fast from now on, with Telstra, AMP, Suncorp among today's numbers. Also: George Soros compares the EU to the Soviet Union; Some creative accounting for NBN; the world's 6th biggest economy now in Trump's crosshairs; and cheap fuel... Show More

Equities
Alex Cowie

Through reporting season, we are publishing exclusive fund manager commentary on specific company results soon after they are announced. The pace really picks up from here, and we wanted to flag what is coming up so that you can be the first to know, because as Coppo recently pointed out,... Show More

Equities
Alex Cowie

Livewire readers submitted ~2500 stock tips in a survey we ran at the start of the year. We published the ’10 most tipped stocks’ and ’10 more of the most tipped’ off the back of the results. However, in this wire, we put our contrarian heads on and ask: ‘Which... Show More

Alex Cowie

The whole Livewire team is laser-focused on constantly improving your user experience, with relevant, readable content at the heart of that experience. To ensure the content keeps hitting the mark, we monitor a suite of data points. One we put a lot of weight on is the humble ‘like’ button... Show More

Equities
Alex Cowie

With markets more unpredictable than ever, I reached out to Hugh Dive at Atlas Funds to get his view of the year ahead. In this exclusive written Q&A, he shares three key considerations for investing in 2019, and one big risk investors are underpricing. Show More

Equities
Alex Cowie

Last week we shared the ‘the ten most tipped stocks for 2019’ each of which received more than 1% of the ~2500 stock tips from readers in our recent survey. Today's wire looks at the next tier down: the stocks that got between 0.5% and 1.0% of tips. It’s an... Show More

Investment Theme
Alex Cowie

In little over a year since launching The Rules of Investing podcast, Patrick Poke has published 28 podcasts with Australia’s best fund managers, hitting the iTunes top 10 on multiple occasions, achieving episodes with over 6000 plays, and racking up a cumulative 5.2 years of listening time. After such a... Show More

Equities
Alex Cowie

Equity indices everywhere were in the red last year, yet the three most tipped stocks from the 2018 Livewire reader survey, Afterpay Touch, CSL and BHP, all finished well in the black. They gained (excluding dividends) 107.7%, 31.0%, and 15.8% respectively, or 52% on average. While the order has changed,... Show More

Macro
Alex Cowie

One of the most engaging parts of my role at Livewire is working with Australian fund managers to discuss their views and bring you great content. With over 400 managers now contributing to the platform, overseeing the content can feel like being at the epicentre of the market. So with... Show More

Equities
Alex Cowie

With only a few weeks left of the year, it’s time to check in on the leaderboard for the stock calls in Livewire's 2018 survey. It’s been a terrible year for equities, but there a few outliers bucking the trend. As a refresher, 2617 readers participated, nominating 719 stocks between... Show More

Alex Cowie

On Thursday, we heard from some of the market’s top fund managers at the Future Generation Investment Forum, with each offering their best stock idea. If you missed it, we have summarised the key points from each presentation below and included a link to the recording. Read on for insights... Show More

Alex Cowie

As a provider of asset allocation advice to fund managers and advisors, Brad Matthews provides an expert view of the big picture for each asset class. Weeks before 'Red October', Brad gave Livewire readers an explicit early warning in his wire offering ‘Three reasons to lighten your equity exposure'. Show More

Alex Cowie

With the 10-year US touching 3.24%, we have revisited a Buffett interview from earlier this year, discussing the impact of rising rates, as well as offering a timely reminder to stick to fundamentals during volatile times. Read on for the transcript with video. Show More

Very interesting wire, thanks Martin. It's good to see the latency in response to earning changes so clearly demonstrated.

On Markets Take Time to be Efficient -

Interesting points, thanks David. Not getting caught up in media and market noise is I think one of the biggest biases, and one we are all susceptible to daily. Addressing points 2 and 3 are more achievable with the right investment strategy.

On The biggest biases for investors to overcome -

Thanks for a great summary with CE's charts Romano. Aussie Dollar will be crushed if we go down another 50bps and the Fed goes up another 200bps...

On The Outlook for Global Growth -

Great call Coppo. The sector is up 25% since your last resources call here on Livewire: https://www.livewiremarkets.com/wires/31478

On Coppo: Resources are a BUY -