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Where JPMorgan finds value as the economy hits a crossroads

Even with recession odds at 35%, JPMorgan has shifted its bias from defensive to cyclical stocks.
Hans Lee
Livewire Markets
Macro

Financial stability & its potential bearing on eventual RBA rate cuts

The RBA is alert to the possibility that eventual rate cuts might spur risky borrowing by already-heavily-indebted households.
Kieran Davies
Coolabah Capital
Equities

ASX mining and energy stocks want more China stimulus, but when and how much is coming?

ASX mining stocks have been zooming after the announcement of major stimulus measures in China, but what, if any measures are still to come?
29M
BHP
+4
Carl Capolingua
Livewire Markets
Livewire Live

The mother of all financial crises is happening before our eyes

America's fiscal house is not in order and the implications will shock the world.
Hans Lee
Livewire Markets
Equities

15 years of Forager and that 50 basis point US rate cut

Approaching Forager's 15th birthday, Gareth Brown & I dive into the 50bps rate cut in the US and its impact on small-cap stocks.
Steve Johnson
Forager
Equities

Why has corporate earnings growth become so concentrated?

Global share markets seem to be more concentrated as earnings growth has become scarce and focussed on a small group of mega corporations. These businesses have...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Macro

Shaken not stirred: Income and quality sensible amidst uncertainty

Following a long period of low yields and price destruction driven by the monetary tightening cycle, bonds have bounced back in 2024.
Chris Iggo
BNP Paribas Asset Management
Commodities

What’s in store for iron ore this November and December

The iron ore price dived and surged in just a few weeks, as did prices of ASX iron ore miners. What usually happens in the last quarter?
BHP
+5
Carl Capolingua
Livewire Markets
Commodities

Oil in the war zone

Oil: buy, hold or sell?
KAR
Callum Newman
Fat Tail Investment Research
Equities

Healthcare stocks shine in a dimming economy

Why the healthcare sector could gain momentum even as economic growth potentially slows and the U.S. readies for a presidential election.
Andy Acker
Janus Henderson
Equities

Who's buying and selling? ASX insider moves from the September quarter

Want to know who is buying and selling their own stock? Join Livewire's Chris Conway and Kerry Sun for our quarterly update.
Chris Conway
Livewire Markets
Education

Why investors are reconsidering the 'anything but China' trade

Tom Richardson, from Paradice Investment Management shares his views on Aussie small caps and China's recently announced stimulus package
Future Generation
Future Generation
Livewire Live

The American trend gaining traction in Australian companies

And an old Australian name Eley Griffiths' Ben Griffiths sees big growth in.
BRG
IRE
JBH
+1
Sara Allen
Livewire Markets
Investment Theme

How Mexico's new President could make investing in this asset class more attractive

In our latest Trip Insights wire, I travel to South America to get the real story on infrastructure there.
Sarah Shaw
4D Infrastructure
Equities

AI is beginning to starve; its next meal should be in your portfolio

While the focus has been on AI and energy, it's actually data that's the scarcer resource for AI's future
360
KGN
+2
Charles Ormond
Fat Tail Investment Research
Education

How are my Crazy-Eight A-Shares doing?

Buy when there is blood in the streets and the newspaper editors are on the jungle juice.
Kingsley Jones
Jevons Global
Equities

How to find an ASX "super stock" early (and an example of one)

This small cap ranks 10th on the list of Aussie super stocks and the outlook suggests the compounding will continue.
NXT
+1
Harley Grosser
HD Capital Partners
Equities

What can space shuttles teach us about investing?

On January 28th, 1986, the space shuttle Challenger exploded shortly after launch, tragically killing all seven astronauts on board and costing the USA an estimated...
Will Dowd, CFA
Fairlight Asset Management
The Pitch

3 tangible opportunities in this US$1.5 trillion asset class

More companies are choosing to stay off the stock market, making this asset class particularly pertinent for investors right now.
Chris Conway
Livewire Markets
Education

Part 1 of 3: Sophisticated investors to drive crypto’s revival

BTC Markets Investor Study Report 2024 uncovers latest crypto investment trends
Caroline Bowler
BTC Markets
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