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The data centre effect: Why rising power demand matters for investors

After years of flat demand, data centres are forcing new capacity decisions and driving the next wave of investment.
Stephanie Gardner
Livewire Markets
Reporting Season

Codan profit rose 69%. The biggest risk? World peace

Codan’s profit jumped 69% in FY26. Michael Carmody from Centennial sees more growth ahead from defence demand and new products.
CDA
Patrick Poke
Livewire Markets
Exchange Traded Funds (ETFs)

“Expanding funnel of opportunity”: What investors can learn from 25 years of ETFs

State Street's Jonathan Shead on how ETFs have changed investing for Australians and why tokenised 24/7 trading is next.
Keith Ford
Livewire Markets
Funds

History says productivity lifts growth. Is AI’s impact being underpriced?

From aerospace supply chains to AI bottlenecks, Nicky Sun outlines where structural growth meets valuation discipline.
Stephanie Gardner
Livewire Markets
Macro

The state of play with the energy price shock

Rates markets are worried about risks to inflation, although central banks will ultimately balance both inflation and unemployment.
Kieran Davies
Coolabah Capital
Macro

Oil to US$150? Oliver and Jennings rate the asset class impact of the US-Iran war

Oil could surge towards US$150, while gold and Australian government bonds are emerging as the key safe havens.
Vishal Teckchandani
Livewire Markets
Macro

BoE likely on hold in another split decision

The BoE should keep rates steady, but some policymakers will likely vote again to raise rates given high inflation and inflation risks.
Kieran Davies
Coolabah Capital
Success and More Interesting Stuff

Morry Waked and the rise of an investing juggernaut

Vinva Investment Management sits at the forefront of the systematic investing revolution in the Australian funds management industry.
Matthew Kidman
Centennial Asset Management
Education

What is the ideal entrepreneurial salary?

The answer is $131,600 per annum. With the Australian small company tax rate set at 25% up to $50M revenue, you need >20% operating income.
Kingsley Jones
Jevons Global
Macro

Australian versus US shares: After 16 years of lagging, is the tide turning?

Is mean reversion about to become the ASX’s best friend? Here’s why Australian shares may be primed for a long-awaited comeback.
Shane Oliver
AMP
Education

Why value investing usually outperforms

I’ve shown that momentum and growth generally fail, and since 1990 small caps have disappointed. I now explain why value typically succeeds.
Chris Leithner
Leithner & Company Ltd
Reporting Season

So much for AI troubles - Car Group posts record revenue and profit

Record profit, accelerating offshore growth and an upbeat outlook. Auscap’s Will Mumford breaks down CAR Group’s FY26 result.
Chris Conway
Livewire Markets
Reporting Season

Telstra is expensive. But you can't argue against its solid earnings, dividend and buyback

Telstra is trading sharply higher after beating interim dividend expectations. But is the valuation getting ahead of itself?
TLS
Kerry Sun
Livewire Markets
Education

2025-26 saw lots of noise, but strong investment returns (again) – can it continue?

FY26 saw investment markets climb another wall of worry, with strong returns for diversified investors. Can it continue?
Shane Oliver
AMP
Macro

When life gives you lemons

The 30% CGT floor could mean a bigger tax bill but not all returns are taxed equally, how your portfolio is structured makes a difference.
Cameron Gleeson
Betashares
Commodities

It’s economic reality, not fear-based momentum, driving gold higher

Gold’s record highs are less about fear and panic and more about portfolios needing to diversify.
John Reade
World Gold Council
Wealth

Can’t buy me love: the 5 things to discuss before joining finances

The critical discussions that couples should have about their money.
Sara Allen
Livewire Markets
Investment Theme

What investors should learn from the AI repricing

Long term value creation tends to concentrate in companies that control the platforms and ecosystems.
Emanuel Datt
Datt Capital
Equities

7 deadly sins of investing: The anchor you don't know you've dropped

Your brain lies to you about prices, and it's probably costing you money!
HUB
+3
Dr David Allen
Plato Investment Management
Reporting Season

“Big kicker still to come” - Why Forager loves the Cuscal growth story

It’s Forager’s largest holding - and after this result, the conviction in Cuscal is only strengthening.
CCL
Vishal Teckchandani
Livewire Markets
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