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Equities

The case for holding resources in an Australian small caps fund

Investors shouldn't shy away from the volatility of Australian small resources but rather embrace the alpha generating potential.
Phillip Hudak
Maple-Brown Abbott
Equities

Rate cuts to boost equity market returns

Volatility is all part of investing in the equity market and now is a good time to allocate
Anthony Doyle
Pinnacle Investment Management
Funds

10 active funds that trumped the market in early 2025

See how Australia’s top funds outperformed in early 2025 - and the key trades and positions that helped them stay ahead.
360
MLX
+3
Vishal Teckchandani
Livewire Markets
Equities

UBS: Has "Aussie exceptionalism" seen the ASX 200 run too far?

After an impressive recovery, is the future really that rosy for the ASX 200? Plus three stocks UBS is adding to its most-preferred list.
SGH
TNE
Tom Stelzer
Livewire Markets
Equities

Sell CBA, buy JPMorgan? The trade Australian investors need to consider

CBA’s valuation defies logic. JPMorgan’s fundamentals are stronger, yet it’s cheaper. It might be time to rethink what you own.
+1
Dr David Allen
Plato Investment Management
Equities

ASX banks ANZ, CBA, NAB, WBC still uninvestible say major brokers, but value is improving

A catch up on the latest upgrades, downgrades, and price target changes for ANZ, CBA, NAB, WBC & Co. The big brokers have been very busy!
+3
Carl Capolingua
Livewire Markets
Equities

The bottom - are we there yet??

Maybe we've passed the bottom, maybe not, but here's an example of what it might look like if you start buying.
Sebastian Ferrando
Koda Capital
Equities

Why this year’s Berkshire Hathaway meeting will be the most important in its history

As Berkshire faces a historic transition, this year’s meeting offers investors a rare glimpse into its future beyond Warren Buffett.
Lachlan Hughes
Swell Asset Management
The Pitch

Ares Management targets high yields and capital growth from private markets

Ares Wealth Management Solutions Head of Australia and New Zealand explains why private equity returns are outpacing public share markets.
Tom Richardson
Livewire Markets
Education

Don’t trust any “investor” under 30

They lack direct experience of extended poor returns – and thus the perspective, scepticism and wisdom which successful investment requires.
Chris Leithner
Leithner & Company Ltd
Equities

What the bookies are telling us about the election and the key risk it poses for your portfolio

An odds-on minority government could mean growth risks but opportunities still abound.
PPC
Tom Stelzer
Livewire Markets
Macro

April 2025 Podcasts

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
Equities

Navigating global equity markets amid the tariff wars

A discussion on the Antipodes Partners podcast about the investment implications of the tariff wars.
Alison Savas
Alison Savas
Antipodes
Macro

Why Europe is back on the global investor map

High-quality European Companies at Compelling Valuations
Garry Laurence
Profeta Investments
Equities

Three investment sectors offering growth, innovation and opportunity

In this episode of In The Know, Magellan’s investment team looks at three interconnected investment sectors that continue to offer growth opportunities and...
Magellan Investment Partners
Magellan Investment Partners
Investment Theme

Quality investing in market turbulence

In turbulent markets, investors turn to quality companies. Learn how the ‘flight to quality’ has played out and what it means for investors.
Cameron McCormack
VanEck
Equities

Flight Centre, Brambles send tariff warning to stock market bulls

Flight Centre, Brambles, Yowie, Bubs, and Reliance Worldwide warn tariffs may hurt their profits as share buyers shrug off the risk.
BXB
+1
Tom Richardson
Livewire Markets
Commodities

Why Aussies are queueing up at Martin Place to buy physical gold as prices surge

Forecasts for more cash rate cuts by the RBA in 2025 have stoked demand for gold, as lines regularly form outside a Martin Place gold store.
Tom Richardson
Livewire Markets
Education

Media worth consuming – April 2025

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Equities

Navigating near-term volatility and the outlook for each sector

Equity leadership shifted during Q1 2025, and with little relief in sight, we discuss potential implications for each sector.
+1
Joshua Cummings
Janus Henderson
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