On the 23rd of May, eight fund managers will present their best ideas at The Future Generation Investment Forum. The line up this year looks exceptional and boasts a feature Q&A session between Magellan's Hamish Douglass and leading AFR journalist, Tony Boyd. It's an opportunity to hear some fresh ideas... Show More

The Buy Hold Sell segment is the most popular series on Livewire. What’s not to like? Duelling fund managers giving their views on five stocks in a lively and informative format. But have you ever wondered which fundies have the best record on the show? We’ve been running the series... Show More

Regarding the share market, I am firmly in the bear camp. I cannot see shares making a new high any time soon; we could however very well see the market test new lows later this year or early next year. I explain why in this wire in the context of... Show More

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

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

Healthcare is often viewed as a good defensive place to invest because it is relatively insensitive to economic cycles. Over the past 12 months the healthcare index has outperformed the market by ~19% led by a stellar performance from heavyweight CSL. In this episode our panelists look beyond this big... Show More

While gold has disappointed over the last five years, what is often missed is that in Australian dollar terms it is up nearly 25% in the same time frame. With currency and other factors supporting it, the Australian gold sector has left the others behind. Leading local names have shot the... Show More

The selloff that started in early September has gathered pace to put the Australian share market into correction territory, wiping out 12 months' worth of gains. With risks elevated, it’s time to look for defensive businesses that can grow their earnings regardless of the business cycle. That’s exactly what we look... Show More

TPG had been looking at a significant earnings cliff in an NBN world, with consensus EPS falling 30% in the next few years before we even consider large mobile losses. With the proposed merger with Vodafone, they fill the earnings hole by capturing an estimated $250million of synergies, which are... Show More

We have passed the sweet spot in this business cycle, where easy monetary conditions and synchronised growth pushed share markets higher. We are transitioning into a more challenging phase, as China and Emerging Markets (EM) decouple and we are left with a US economy at risk of overheating. Show More