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What "quality" means to these stock pickers - and a handful of ideas for you to consider

Highlights from a recent panel session featuring Claremont Global’s Bob Desmond, Fairlight's Abbey Cook, and Pzena's John Goetz.
Chris Conway
Livewire Markets
Macro

How the second Trump presidency could impact Australian investors and businesses

A panel of esteemed experts put their heads together to discuss what the impact of the US election may be on Australian investors.
Hans Lee
Livewire Markets
Commodities

Copper has become a national security issue. Here’s why mining is ramping up

Ivanhoe Mine's chairman Robert Friedland discusses why the need for mining is far from over at the UBS Australasia Conference 2024.
Sara Allen
Livewire Markets
Weekend Report

Trending On Livewire: Weekend Edition - Saturday 16th November

Post-election, US markets surged, while Aussie stocks stayed flat. Bulls cite optimism; bears warn of high valuations and inflation risks.
Livewire Exclusive
Livewire Markets
The Pitch

Lazard: Follow the earnings growth breadcrumbs

And why Lazard Asset Management's June-Yon Kim believes investors can expect improving earnings growth from Japanese companies.
Ally Selby
Livewire Markets
The Pitch

Bob Desmond just added this consumer powerhouse to his portfolio - Here's why

In this episode of The Pitch, Claremont Global's Bob Desmond shares why investors should always focus on quality companies.
+6
Ally Selby
Livewire Markets
Investment Theme

Forget chips, this could be the biggest AI opportunity

The demand requirements of data centres are creating a challenge and an opportunity for investors around the world.
Sarah Shaw
4D Infrastructure
The Pitch

The $150 billion opportunity most investors are sleeping on

We discuss the opportunities that can be gleaned in global private equity secondaries with Barry Miller of Ares.
Hans Lee
Livewire Markets
Equities

What it will take to create the next CSL or Telix Pharmaceuticals

The Aussie biotech space is small but mighty – what will it take to see it surge?
Sara Allen
Livewire Markets
Funds

This is a once in a cycle investing opportunity for LICs

Have we reached peak madness for LICs? I explore this in the Affluence Funds LIC Wrap Up for 2024.
Greg Lander
Affluence Funds Management
Equities

It’s tough to be rational

As emotions run high, anchoring on rational fundamentals is tougher, but probably more important than ever.
BHP
+7
Martin Conlon
Schroders
The Pitch

Why having a private markets mindset can drive outsized returns in public markets

Taking an active approach to investing is only the beginning according to HMC Capital Partners' Victoria Hardie.
HMC
Sara Allen
Livewire Markets
Education

5 ways to turn down the noise, stay focussed (and survive Trump)

A flood of information can make us worse investors: more fearful and short-term focussed. Here's what you should remember.
Shane Oliver
AMP
Asset Allocation

Nothing could possibly go wrong

We could see a narrowing of returns across market sectors as more expensive areas of the market grow into their multiple.
Alex Cathcart
Drummond Capital Partners
Macro

Dr Doom: How Nouriel Roubini is thinking about markets in a 'polycrisis'

But rest assured, even this perma-bear has found good news in a world riddled with problems.
Hans Lee
Livewire Markets
Fund in Focus
Sponsored

The 2 asset classes ripe for thriving in the new market regime

BlackRock's Tamara Haban-Beer Stats talks about the benefits of investing in infrastructure and REITs.
Hans Lee
Livewire Markets
Reporting Season

A is for ambition: Apple and Amazon bet big on the future

These tech giants are laying down markers for how they see the next stage of tech evolution unfolding.
+1
Trent Masters
Alphinity Investment Management
Equities

How this healthcare stock exemplifies steady compounding

Despite pressure on consumer spending, consumers prioritise trusted brands for their health-related needs and Haleon is a beneficiary.
Ella-Kara Brown
Amova AM
Macro

Sectors poised for growth under Trump's administration

One of the most frequently asked questions by investors following Trump’s election victory is: what sectors will do well? While much remains unknowable about Trump’s...
Roger Montgomery
Montgomery Investment Management
Rapid Fire

Geoff Wilson answers 9 questions without notice

Geoff Wilson answers nine 'questions without notice' from members past and present of the Wilson Asset Management team.
WAM
Ally Selby
Livewire Markets
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