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Equities

AI disruption, real assets and opportunity in Australian equities

How do you invest when markets feel driven by noise, narratives and sudden shocks?
Airlie Funds Management
Airlie Funds Management
Equities

Is SaaS dead? The structural shift in growth investing - Qiao Ma

For investors trying to make sense of AI, software disruption, and shifting market leadership.
David Clark
Koda Capital
Asset Allocation

The repricing of institutional property: From single digits to double-digit potential

Ryan Bass discusses Dexus WS Property Fund, GPT WS Shopping Centres, macro/micro drivers & why institutional property is being re-rated.
DXS
GPT
Murdoch Gatti
York Wealth Management
The Rules of Investing

Nick Griffin: The good, the bad and the ugly

Bull market intact, Iran a risk, software under threat. Munro’s Nick Griffin breaks down the good, the bad and the ugly.
The Rules of Investing
Livewire Markets
Asset Allocation

War time markets & where capital is flowing in a fragmenting world | #49 Michael Frazis

Michael discusses geopolitics, capital concentration, AI & more — hear how these forces are reshaping markets and portfolio positioning.
BHP
DRO
+24
Murdoch Gatti
York Wealth Management
Buy Hold Sell

Buy Hold Sell: 5 big names reshaping the future - and 2 more offering growth

Vihari Ross (Antipodes) and Casey McLean (Magellan) break down 7 global names for investors looking beyond banks, miners and the ASX.
+2
Buy Hold Sell
Livewire Markets
The Rules of Investing

“Less than halfway through the gold story”, L1 Capital launches high-performing strategy via new LIC

Strong performance has set the stage for L1 Capital’s new gold LIC, giving investors access to a strategy targeting cash flow-rich miners.
The Rules of Investing
Livewire Markets
The Rules of Investing

The decisions Dion Hershan is making now that could set up portfolios for a decade

AI disruption, energy shocks & momentum are testing investors. Dion Hershan explains some of the decisions he’s making for the decade ahead
NXT
The Rules of Investing
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 4 hot megatrends shaping markets - and 2 on the rise

AI, energy and infrastructure are reshaping markets. The experts reveal where the real opportunities lie and two trends to watch next.
Buy Hold Sell
Livewire Markets
The Rules of Investing

The ‘unloved’ stocks fuelling a 30% year in L1 Capital's Catalyst Fund

James Hawkins explains how L1 Capital's Catalyst Fund hunts for value in unloved stocks and the catalysts that unlock it.
The Rules of Investing
Livewire Markets
Equities

Australian Small Caps - three leading views

Our anticipated annual Institutional Investor Conference is next week. In lead up we chat to Andrew Mitchell, Liam Donohue and Matt Griffin.
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Buy Hold Sell

Buy Hold Sell: 5 mega-caps on a tear (plus 2 fundie favourites)

Move over Mag 7. Vihari Ross from Antipodes and Casey McLean from Magellan are running the ruler over the world's other biggest stocks.
+4
Buy Hold Sell
Livewire Markets
The Rules of Investing

Returns today, risk tomorrow. The next shakeout will show who got lending right

Private credit can offer strong income, but the quality of underwriting and loan structure will determine who survives the next cycle.
Chris Conway
Livewire Markets
Asset Allocation

The great adviser shortage: How growth advisers are building firms through acquisition | #48 Michael Campbell

Michael discusses the adviser shortage, advice firm valuations & how growth advisers are building scalable firms through acquisition.
Murdoch Gatti
York Wealth Management
Equities

How this software stock defied the saaspocalypse

+3
Lucas Goode
IML
Buy Hold Sell

Buy Hold Sell: 5 stocks with growing dividends

Our guests give their verdict on the ASX income stocks currently offering better-than-average yields and dividend growth.
CPU
JBH
+2
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Where should you be looking for income (and 2 top picks)

It's a challenging time for income investors on the ASX, but there's still something on offer for those who know where to look.
GPT
Buy Hold Sell
Livewire Markets
The Rules of Investing

Why this global manager backed L1 Group with $50m

Langdon Equity Partners' Greg Dean says we're going through an uncomfortable rotation and reveals why he was so keen to back L1 Group.
L1G
The Rules of Investing
Livewire Markets
Investment Theme

Ian Macoun - make it better: building investment excellence that lasts

What separates enduring investment managers from the rest? A masterclass on alignment, private markets and long-term capital stewardship.
David Clark
Koda Capital
Success and More Interesting Stuff

Why Jillian Broadbent believes reform, not rhetoric, will drive Australia forward

Broadbent reflects on crises, governance and productivity, and why real reform demands more than political noise.
Matthew Kidman
Centennial Asset Management
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