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Macro

Momentum and growth

The great US momentum trade continues. The data shows the economy is nowhere near to a recession.
Chris Iggo
BNP Paribas Asset Management
Macro

RBA claims uncertainty; easing financial conditions are the real reason

The RBA again uses global uncertainty as a crutch to delay interest rate easing.
Tim Toohey
Yarra Capital Management
Macro

7 key charts for investors to keep an eye on

From Trump’s tariffs to business conditions and the gap between earnings yields and bond yields, here are key charts to watch.
Shane Oliver
AMP
Equities

Did a Golden Cross just ignite the ASX 200? What this signal usually means for global and Australian equities

100 years of evidence might surprise you.
Dr David Allen
Plato Investment Management
Funds

Aboud: passive mispricings to reward active investors, AI shift to reward bold CEOs

Aboud on legacy, learning, and Perpetual's long game. Plus, the next big opportunities in markets: Mispricing, AI, and fewer active managers
Chris Conway
Livewire Markets
Funds

Is now the time to invest in small caps?

In this edition of the IIR LMI Monthly Update we take a look at the key news in June as well as whether now is the time to be investing in small caps given the RBA...
Claire Aitchison
Independent Investment Research
Commodities

Copper breaks all-time highs: Were you watching the mining insiders?

I outline why critical metals (like copper) are on the verge of following the early 2000s iron ore playbook.
James Cooper
Fat Tail Investment Research
Fund in Focus

“Cash is King”: The private credit fund built for reliability, not surprises

Private credit managers may look similar, but few play like Epsilon. Joe Millward’s rule: real cash beats fantastical returns.
Vishal Teckchandani
Livewire Markets
Livewire Live

Livewire Live 2025: Early Bird tickets now available. Secure your seat today!

Livewire's annual investment day is shaping up to be an event like no other... Don't miss out!
James Marlay
Livewire Markets
Fixed Income

Why more income could be made from this Aussie asset class

For structural and cyclical reasons, the good times for hedged corporate credit can continue.
Hans Lee
Betashares
Equities

The passive giants are leaving crumbs - and we’re feasting

Investing in small caps can sometimes feel like living in the shadow of a giant. But as giants lumber across the market, they drop crumbs — and for nimble investors...
+1
Steve Johnson
Forager
Fund in Focus

"Win more on down days": The big edge for defensive equities funds

Hamish FitzSimons on why defensive stocks are underappreciated, the parts of the ASX his fund is keen on, and those it isn't.
Tom Stelzer
Livewire Markets
Macro

RBA surprises by not cutting rates

RBA defies cut bets and holds in its July meeting; resilient data point to rising short yields and curve flattening.
WLE
Damien Boey
Wilson Asset Management
The Rules of Investing

Anna Milne: 4 steady performers, 2 fallen angels and the 'must-own' commodity right now

Wilson Asset Management's Anna Milne reveals how the firm is navigating the big moves shaking through the top 200 stocks on the ASX.
BHP
CAR
CGF
+12
The Rules of Investing
Livewire Markets
Equities

A high-conviction precious metals re-rating story

In this feature, we break down the investment thesis in Coeur and what we’re watching as key catalysts unfold.
Charlie Lanchester
Hearts & Minds Investments
Equities

A rare window of opportunity for long-term investors

With a 20-year CAGR of 14.1%, Thermo Fisher has repeatedly shown how temporary headwinds create long-term value for patient shareholders.
Jacob Celermajer
Cordis Asset Management
Funds

20-year club: Platinum's Cameron Robertson on sensible bets… and a little bit of luck

In this series we're profiling managers whose funds are constituents of the 20-year club (i.e. at least two decades of operation).
Chris Conway
Livewire Markets
Education

Broadcom: the General Electric of the 21st century?

Broadcom behaves more like a private equity firm than tech company as such, leading to comparison between Jack Welch's GE of the 1990s.
+5
William Taylor
ETF Shares
Rapid Fire

Two overlooked market opportunities for ETF investors

And the one ETF that VanEck's Arian Neiron would hold for the next five years.
Sara Allen
Livewire Markets
Equities

2 star stocks this fundie is backing in the ASX’s hottest sector

First Sentier’s Dushko Bajic explains why fundamentals still matter, and shares two stocks with massive potential.
XRO
Vishal Teckchandani
Livewire Markets
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