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Equities

Is Palantir more magnificent than the Mag 7?

Palantir has been one of the hottest stocks in global markets. Yet, many still can’t grasp what it does let alone agree on what it's worth.
Andrew Legget
Livewire Markets
Equities

'Very bullish AI': L1 Capital International's Steinthal confident but warns of bond market risks

The CIO is watching longer-dated bond yields for signs the market is worried about inflation that could cause an equity sell-off.
Tom Richardson
Livewire Markets
Asset Allocation

Passion into profit: 3 ways to invest in the $1 trillion opportunity in sports

Sport is already big business and could be about to go stratospheric. Thankfully there's plenty of opportunities for regular investors.
+7
Tom Stelzer
Livewire Markets
Private Markets

"Growth": Rixon Capital's Patrick William's one-word verdict on Australia's private credit market

Retreating bank lending means there continues to be an abundance of opportunity in the growing private credit space.
Tom Stelzer
Livewire Markets
Private Markets

Ditching the old playbook - the new model for modern portfolios

Is the 60/40 portfolio obsolete? Ares’ Brendan McCurdy thinks so.
Anna Dadic
Livewire Markets
Equities

Brokers’ top stock picks for September

With a clearer view of FY25 results and economic trends, Bell Potter and Macquarie outline their top sell calls and fresh small-cap buys.
BGA
+1
Vishal Teckchandani
Livewire Markets
Equities

Finding opportunity in Australia’s mixed results

Buy Now and Earn Later The August 2025 reporting season delivered a striking paradox that defines today’s Australian equity market. Despite a mixed reporting season,...
360
ANN
BHP
+14
Elfreda Jonker
Alphinity Investment Management
Property

Aging population tailwinds: where the real opportunity lies

An aging population is fueling demand. With rents climbing and supply constrained, senior housing REITs look set for long-term gains.
Chris Bedingfield
Quay Global Investors
Commodities

Inflows push gold ETFs to new highs as safe-haven demand builds

With global risks rising, investors piled into gold for a third month, sending assets under management to fresh records.
World Gold Council
World Gold Council
Equities

It’s just a flesh wound

Increasingly volatile share prices fuel both the greed of speculators and the caution of those observing stretched fundamentals.
360
AGL
+14
Martin Conlon
Schroders
Macro

Australian growth on the mend - implications for profits and interest rates

While there are reasons for caution, there are also reasons for optimism as the wealth effect holds up the consumer and drives share market.
Shane Oliver
AMP
Equities

How a quality tilt helped soften a tough ASX reporting season

AQLT’s quality-driven approach uncovered companies delivering standout results during the August 2025 reporting season.
+1
Tom Wickenden
Betashares
Investment Theme

2 ASX ETFs Bell Potter backs for emerging markets exposure

With emerging markets attractively valued, savvy Australian investors have a timely entry point into relatively inexpensive growth assets.
Vishal Teckchandani
Livewire Markets
Commodities

Fool’s gold? Why this rally is on shaky ground

Get greedy when others are fearful, Buffett said. And right now, gold industry fearfulness is near zero.
David Tuckwell
ETF Shares
Equities

Is the growth in ASX defence stocks now too explosive?

Defence companies on the ASX have been flying. So much so, even their international peers can’t keep up. Have they run too far?
3DA
AL3
+12
Andrew Legget
Livewire Markets
Private Markets

Seeking the holy grail of liquidity within a private credit fund

For any investor in private credit, the starting point is to consider the underlying liquidity of the actual loans they are investing in.
Clive Smith
Asset Allocation

Going global, going thematic, going where the profit is

Victor Smorgon Group’s Peter Edwards on why operators go where the profit is, and how themes drive long-term returns.
Chris Conway
Livewire Markets
Equities

Kiss your rate cuts goodbye? Why the RBA may not cut rates again this cycle

Mortgagees and investors have pegged more RBA rate cuts this cycle, but economic data and market pricing is starting to suggest otherwise...
BHP
+9
Carl Capolingua
Livewire Markets
Private Markets

The income engine most investors aren’t talking about

Rising yields, looming recession? Churchill’s Kelli Marti shows why US private credit still offers yield, resilience, and opportunity.
Chris Conway
Livewire Markets
Equities

REA Group alternative? The online property powerhouse with ample room to grow

Hemnet commands a market position arguably stronger than REA Group in Australia or Rightmove in the UK.
REA
Dan Peters
Spheria Asset Management
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