Expert Insights

Is the real estate market ignoring red flags when it comes to data centres?

Quay's Chris Bedingfield says "value is everywhere" in real estate - just not in the sector everyone's chasing right now.
Anna Dadic
Livewire Markets
Markets

The macro calls that could define the next decade of investing

Two of Australia's leading investment minds explain where inflation, AI and policy are taking markets, and how portfolios should adapt.
Chris Conway
Livewire Markets
Alternatives

The public market pie is shrinking. Here’s what investors are missing

EQT's Frank Heckes and Lonsec's Darrell Clark explain the opportunity for investors in the 85% of large companies that are now private.
Keith Ford
Livewire Markets
Expert Insights

Acorn's Rick Squire says the resources rally is changing shape. Here's 3 ASX stocks he likes

Rick Squire explains why the resources rally isn't over, why copper and uranium still appeal, and three stocks he likes today.
Chris Conway
Livewire Markets
Alternatives

The growth companies defining the next decade aren't on the ASX

From Compass Education to Douzone - EQT's Frank Heckes on finding moats before the market does.
Anna Dadic
Livewire Markets
Expert Insights

Christopher Joye's 4-step recipe for fixing a broken Australia

Coolabah's Christopher Joye says Australia is becoming one of the world's least attractive places to invest. Here's how he'd turn it around.
Chris Conway
Livewire Markets
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
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
Wealth

How Grady Wulff is building a $100,000 portfolio for her son

From bare trusts to compounding: Grady Wulff's practical, jargon-free plan for investing in your child's future.
Anna Dadic
Livewire Markets
Shares

Allan Gray: Distortions are creating opportunities

Contrarian stock picker Simon Mawhinney says price insensitive market participants are creating 'good deals' for patient investors.
James Marlay
Livewire Markets
Property

A rare buying window is opening in healthcare - and not where you might think

Healthcare real estate offers growth, income and resilience. RAM's Sam Wood explains why the opportunity is so compelling.
Chris Conway
Livewire Markets
Shares

9 all-weather ASX stocks for whatever the market brings next

What makes an all-weather stock? We built a screen, found some contenders, and checked it with FN Arena's Rudi Filapek-Vandyck.
AMC
CPU
+6
Chris Conway
Livewire Markets
Shares

5 ASX buys that will make you forget the IPO madness

Amidst the monster IPO wave, two fund managers share where they would rather put their money right now.
CGS
CRI
+2
Anna Dadic
Livewire Markets
Expert Insights

Why fixed income has stopped being the boring part of your portfolio

Kapstream’s Mark Bayley explains how fixed income has become a genuine return driver.
Keith Ford
Livewire Markets
Markets

Kidman: The bull market is entering its final phase

Centennial's Matthew Kidman says strange things start happening at the end of a bull market - investors should remain nimble and liquid.
James Marlay
Livewire Markets
Property

Why the CBD prime office crunch is a buying opportunity

Supply is frozen, rents are rising, and one fund manager is moving early. The Sydney CBD office opportunity explained.
Anna Dadic
Livewire Markets
Income

2,000 dividends a month? How Plato is redefining the hunt for yield

Dr Don Hamson says the breadth of opportunity in global shares provides a fertile hunting ground for yield hungry investors.
Chris Conway
Livewire Markets
Expert Insights

The companies controlling their own destiny, on sale at unusually attractive prices

These companies are not relying on interest rates, commodities or economic cycles to drive growth. That's exactly the point.
Chris Conway
Livewire Markets
Expert Insights

From copper to healthcare: how PM Capital is repositioning for what comes next

While markets chase AI, PM Capital is shopping in the wreckage, from healthcare to beverages. Here's where they are finding value right now
Anna Dadic
Livewire Markets
Alternatives

Banks and private lenders are teaming up, and that's good for investors

Rather than competing with banks, some private lenders are now co-investing alongside them to reduce risk and improve deal quality.
Chris Conway
Livewire Markets
Growth

On the hunt for 10-baggers (and what to do if you find one)

Seneca’s Luke Laretive explains what separates genuine 10-baggers from market hype, and why patience matters most.
+3
Patrick Poke
Livewire Markets
Wealth

Shane Oliver: Australians aren't getting ahead - and the Budget might not fix it

Is this genuine reform or just higher taxes? AMP's Shane Oliver breaks down the upcoming Budget’s biggest challenges.
Anna Dadic
Livewire Markets
Growth

Andrew Mitchell: These moments have proven to be the best time to invest

The path to long-term growth can be bumpy and the biggest risk is getting shaken off at the worst possible time.
CDA
SLC
Tom Stelzer
Livewire Markets
Markets

Joye: RBA's 'hot economy' experiment goes up in smoke

Christopher Joye says Australia faces the prospect of a prolonged rate hiking cycle as government policy fuels higher inflation.
James Marlay
Livewire Markets
Shares

Searching for a signal? Alphinity’s Stuart Welch says earnings upgrades matter most

Alphinity’s Stuart Welch says the firm is aware of macro forces but focused on finding companies that can beat expectations.
Anna Dadic
Livewire Markets
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