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Building on strength: How infrastructure is shaping up for the rest of 2025

Volatility, tariffs, and shifting geopolitics reshaped markets in H1. Here’s how we're positioning for what’s next.
Sarah Shaw
4D Infrastructure
Equities

A rock-solid global small cap stock that’s flying under the radar

In a market full of flashy tech and speculative growth stories, here's a refreshingly grounded stock to watch.
Dan Peters
Spheria Asset Management
Equities

Saturn’s success shows how junior gold stocks can outperform in face of flat bullion price

Falcon and Stavely do likewise with bumper drilling results while cash from Javelin’s toll treating plan could dwarf its market cap.
CHN
+3
Barry FitzGerald
Independent Journalist
Education

Mind games: 4 cognitive biases killing your investing returns

The stock market is a mental battleground - it pays to keep your emotions in check
IEL
+1
Tom Stelzer
Livewire Markets
The Rules of Investing

Life changing technology meets a structural growth industry

Tech has reshaped how we live. Now it’s changing how we survive. Jacob Celermajer on the medtech shift redefining modern healthcare.
The Rules of Investing
Livewire Markets
Education

How professional investors value stocks and why they ignore 'earnings beats'

If you're confused by stock price movements and the business media's role in them, you're not alone. Here's a stock price action explainer.
Tom Richardson
Livewire Markets
Weekend Report

Trending On Livewire: Weekend Edition - Saturday 19th July

Markets powered ahead this week as strong US earnings, soft jobs data and rising hopes of RBA cuts drove gains.
Livewire Exclusive
Livewire Markets
Equities

2 ideas in 200 words #8

A new stock in a fast growing sector and a company that will generate more cash than its current market capitalisation in three years.
Romano Sala Tenna
Katana Asset Management
Education

Missing the first double on this biotech star

They missed the first big run but Rachel Folder explains why that doesn’t mean the opportunity is lost.
Tom Stelzer
Livewire Markets
Equities

Is the end of globalisation the end of global equity investing? The follow up...

Has global equity investing lost its edge? As deglobalisation and US dominance reshape markets, it may be time to rethink diversification.
Amit Lodha
Arteqin Capital Limited
Macro

June labour market data puts pressure on the RBA to cut in August, but …

Weak June labour data raise odds of an August RBA cut, but policy rules suggest cash rate is already too low.
Damien Boey
Wilson Asset Management
Macro

Mid-year outlook for 2025: Make your own luck

Seneca said, ‘Luck is what happens when preparation meets opportunity.’ H1 2025’s Regime Change requires building your own luck.
Henry McVey
KKR Australia
Equities

The top-performing Aussie and global equity ETFs for FY25

What were the hottest themes in FY25 and which ETFs captured them and delivered standout performance for investors? Find out below.
+3
Chris Conway
Livewire Markets
Equities

Top 6 ASX takeover picks for 2026 (and reviewing last year's picks - including one 10-bagger)

Takeovers are rampant. Here's how Seneca is positioning for the next ones.
+21
Ben Richards
Seneca Financial Solutions
Macro

The return of the term premium

The return of the term premium, which could increase given the deteriorating fiscal outlook, points to the risk of higher US bond yields.
Kieran Davies
Coolabah Capital
Equities

No Country for Old Men

Wide valuation gaps between the popular and unpopular offer extremely good prospects for those prepared to avoid the crowds.
BHP
COH
+5
Martin Conlon
Schroders
Commodities

Safe haven or overbought? Is gold's momentum built to last?

Gold surged 26% in H1 2025 amidst global instability. Whether it can continue hinges on economic resilience and geopolitical risks.
World Gold Council
World Gold Council
Equities

The AI data centre boom: AI hyperscalers have hyperscaled demands for key resources

While we are focused on US Tech stocks, US Tech stocks are focused on our key resources they need to build their AI Kingdoms.
BHP
RIO
+3
Mark Gardner
MPC Markets
Buy Hold Sell

Buy Hold Sell: Quality vs value across 4 ASX pairs

Hamish FitzSimons and Dougal Maple-Brown apply their respective lenses to four pairs of ASX stocks across the quality and value spectrum.
BHP
+5
Buy Hold Sell
Livewire Markets
Macro

Chinese growth is decent, but could be a lot better

Iron-ore outlook steadied by talk of surprise property-support meeting and PBoC balance-sheet pickup; watch credit impulse for confirmation.
WLE
Matthew Haupt
Wilson Asset Management
2521-2540 of 39019
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22 September 2026 Art Gallery of NSW, Sydney

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