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Equities

8 stocks Munro like to play the big themes from US earnings season

Livewire's Chris Conway joined James Tsinidis and Kieran Moore on Munro's Invest in the Journey podcast to talk US earnings season.
Chris Conway
Livewire Markets
Undiscovered Funds

This fundie found Afterpay at $6. Now he's found his next opportunity

Emanual Datt has generated 25% per annum over 3 years. Now he's moving into small caps
The Rules of Investing
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 of the ASX's most shorted stocks (and 2 long-term buys)

In this episode, Sage Capital's Sean Fenton and Perpetual Asset Management's Sean Roger provide their analysis on five ASX-listed stocks.
APX
+7
Buy Hold Sell
Livewire Markets
Equities

Finding value in ASX listed lithium producers

In the latest episode of Invest it Best, I speak with Wilsons' Senior Metals & Mining Equity Analyst, Sam Catalano. We discuss the following; Why the increased...
LLL
Ted Richards
Wilsons Advisory
Investment Theme

A belief in active ownership

Merlon Capital Partners believe that the deep consideration of governance, social and environmental issues, together with active ownership, enhances investment,...
Fidante .
Fidante
Buy Hold Sell

Buy Hold Sell: 3 ASX stocks dropping their dividends (and 2 on the way up)

In this episode, Plato's Peter Gardner and Antares' Andrew Hamilton analyse three dividend darlings facing headwinds from here.
IPL
+2
Buy Hold Sell
Livewire Markets
Equities

Reporting season compounds poor outlook for big 4 banks

We provide our thoughts on the recent Big Four bank reporting season results.
+1
BRAD POTTER
BRAD POTTER
Tyndall AM
Signal or Noise

Signal or Noise: Was the RBA's May rate hike the right decision?

Will investors actually benefit from the changes coming to Australia's central bank?
Hans Lee
Livewire Markets
Buy Hold Sell

6 ASX stocks with sustainably high dividends (and 2 on the way south)

In a world where inflation remains sticky and interest rates continue to tick higher, investors can still uncover sustainable yield.
CSL
+5
Buy Hold Sell
Livewire Markets
The Rules of Investing

Is this the least crowded opportunity in the market today?

Fifth Estate Asset Management are launching a fund because they believe it is
NXT
The Rules of Investing
Livewire Markets
Equities

A closer look at the ASX takeover surge

Hear from Sinclair Currie and Tim Binsted from NovaPort Capital, as they discuss recent M&A activity in the Australian market.
BHP
BKL
+8
NovaPort Capital
NovaPort Capital
Equities

Don't bank on the pivot: 3 global stocks to navigate macro uncertainty

Despite the uncertainty following the largest bank failure since the 2008 financial crisis, global equities rose during the first three months of 2023. Index...
Alison Savas
Alison Savas
Antipodes
Buy Hold Sell

Buy Hold Sell: 5 high yielders trading at compelling prices

In this episode, Plato's Peter Gardner and Antares' Andrew Hamilton analyse five dividend stocks that haven't re-rated this year.
+6
Buy Hold Sell
Livewire Markets
Investment Theme

ESG linked remuneration with WaveStone Capital

In this latest episode, Kirsty Mackay- Fisher, Senior Analyst at WaveStone Capital, joins the podcast to discuss her latest ESG research investigating remuneration...
Fidante .
Fidante
Macro

Mixed signals from RBA creating market confusion

11 rate hikes in 12 months from the Reserve Bank have put serious pressure on households. But none of them shocked the markets - until now.
Chris Rands
Chris Rands
Yarra Capital Management
Macro

Chris Joye's Complexity Premia Podcast

Listen to Chris' latest thoughts in this new episode of the Complexity Premia podcast
Christopher Joye
Coolabah Capital
Buy Hold Sell

Buy Hold Sell: 3 rockstars (and 2 past their prime)

In this episode, Eley Griffiths Group's Tim Serjeant and Tribeca Investment Partners' Todd Warren analyse five commodities-focused stocks.
AKE
PRN
+2
Buy Hold Sell
Livewire Markets
Asset Allocation

The Astute Investor Podcast | Inflation, supply chains, and the energy transition

LGT Crestone’s Chief Investment Officer, Scott Haslem, interviews Frances Lim, Head of Asia Pacific Macro at KKR.
Scott Haslem
LGT Crestone
Education

How best to weather the storm

As consumers contend with the cost of living, interest rates and the fallout from a pandemic and a war, it’s time to look at how Magellan is shoring-up its consumer...
Magellan Investment Partners
Magellan Investment Partners
Buy Hold Sell

Why there's still room in the tank for battery materials

These fundies are backing two future-facing commodities and two stocks in particular.
BOE
+1
Buy Hold Sell
Livewire Markets
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