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Commodities

Gold at US$5,000: a metals rally - or a vote against America?

Gold has surged to a new psychological milestone after a blistering January - but one fund manager warns a 30–40% correction could be next.
+2
Vishal Teckchandani
Livewire Markets
Equities

The best and worst performing ASX 200 stocks of FY26

The S&P/ASX 200 limped to a 2.7% gain in FY26, as miners carried the index, and darling sectors like tech, healthcare and telcos dragged.
4DX
Kerry Sun
Livewire Markets
Funds

30+ fund managers, no fees: Inside Future Generation's charitable fund-of-funds model

Future Generation has raised more than $100m for Australian non-profits, and works with many of the country's best fund managers.
Tom Stelzer
Livewire Markets
Listed Series

Hybrids are disappearing. Can ASX notes fill the gap?

Private credit under pressure, hybrids are disappearing and yield is scarce. Challenger's Victor Rodriguez on how to keep the income flowing
Anna Dadic
Livewire Markets
Reporting Season

"An awesome result": CEO Andrew Alcock on HUB24’s record $18.9bn inflows

The CEO's view on what drove HUB24's $18.9 billion of net inflows, the SaaSpocalypse and the road to double-digit market share.
Keith Ford
Livewire Markets
Equities

The "SaaS-pocalypse" is good clickbait, but it's lazy analysis

The sell-off is real. But for SaaS companies with genuine moats, this is exactly the kind of entry point you've been waiting for
TNE
+6
Mark Gardner
MPC Markets
Commodities

Why central banks are planning to add more gold

Three investment objectives driving central bank demand for gold - safety, liquidity and returns - have risen in importance, survey finds.
Shaokai Fan
World Gold Council
Shares

Opening the doors to L1 Capital - FY26's top performing Australian equities manager

L1 Capital claimed the top two spots in Livewire's FY26 Australian equity fund rankings. We went behind the scenes to find out why.
Chris Conway
Livewire Markets
Reporting Season

Qantas hikes payout 20% with spotlight on extracting value from new aircraft

There's constructive signs for Qantas, but it must prove it can manage competition while staying disciplined on costs and capacity.
QAN
Vishal Teckchandani
Livewire Markets
Markets

Where to find value when the benchmark is working against you

The benchmark is expensive, but not uniformly so. Antipodes Vihari Ross and James Rodda on the stocks and sectors where that gap is widest.
SKO
+2
Anna Dadic
Livewire Markets
Funds

Where to position amid high yields and policy uncertainty

Tim Snelgrove and Sarah Shaw of 4D Infrastructure unpack 2026’s key themes and what their global outlook means for infrastructure investing.
Sarah Shaw
4D Infrastructure
The Rules of Investing

James Abela: The high-stakes search for Quality

AI might be the one big theme in markets but Fidelity’s James Abela says there are many ways to play it.
The Rules of Investing
Livewire Markets
Equities

The $42 billion energy bet left high and dry

Why Australia's biggest energy bet may already be redundant.
AGL
ORG
Jason Teh
Shares

The "double discount" equities that might be too compelling to ignore

A double discount is creating opportunity in Europe’s overlooked small cap market.
Chris Conway
Livewire Markets
Investment Theme

A box seat to the US$3 trillion sports and media opportunity

How sports, media and entertainment (SME) can offer opportunities of low correlation, diversification(1) and durable revenue.
Tom Stelzer
Livewire Markets
Shares

What drove gold’s surge - and the miner L1 Capital thinks is mispriced

The US Treasury sparked a sharp gold rally. L1's Rafi Lamm explains what bond yields are signalling and where he sees value.
AUC
+1
Patrick Poke
Livewire Markets
Macro

The Great AI Repricing: from compute arms race to data moats

By deploying capital when others are sellers, investors can acquire stakes in dominant technology franchises at discounts to intrinsic value
Emanuel Datt
Datt Capital
Markets

Teflon share markets – 5 reasons they’re so resilient despite lots of worries

Market resilience faces a reality check as sticky inflation, geopolitical risks and low volatility signal caution.
Shane Oliver
AMP
Reporting Season

Shoot first and ask questions later - earnings season ramps up

Henry Jennings breaks down a volatile week in reporting season, the stocks being punished, and one name that has jumped onto his watchlist.
360
ASX
+6
Chris Conway
Livewire Markets
Reporting Season

FNArena reporting season monitor: Feb 2026 - Week 2 (44 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
Rudi Filapek-Vandyck
FNArena
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