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Macro

The "hope" phase for markets has ended. Here's where we are investing next

It's entirely feasible that most of Europe, the US and Canada will be well on their way with interest rate cutting campaigns.
Tim Toohey
Yarra Capital Management
Macro

AI's power struggle: An energy crisis in the making

AI's explosive growth is threatening to outpace our current power grid capabilities, sparking a looming energy crisis.
Xinyu Ru
Fawkes Capital Management
Equities

Wondering how to Invest in AI? Take a look at ASX data centres

Data centres are shaping as crucial infrastructure for the AI boom, and there are several opportunities for Aussie investors to consider.
GMG
NXT
Carl Capolingua
Livewire Markets
Daily Report

ASX 200 to rise, Wall Street ends mixed + Brokers weigh in on lithium and gold stocks

Get up to date on overnight market activity and the big events for the day.
The Morning Wrap
Livewire Markets
Education

Why you shouldn’t fear the market highs

With the US market at all-time highs, and the Australian market in good shape too, investors are starting to fear a peak.
CSL
Sara Allen
Livewire Markets
Macro

Policy choices and Australia’s growth conundrum

Economists build their forecasts via the inputs to demand. But when population and productivity are moving this fast, a different approach is needed. In this latest...
Tim Toohey
Yarra Capital Management
The Pitch

The hottest trade in global finance that can deliver 8-12% returns (backed by hard assets)

It is the hottest trade in global finance but what is the real risk-reward in private credit?
Hans Lee
Livewire Markets
Views from the Top

From GFC to almost $9 billion: How Qualitas is helping shape real estate investment

40 years in markets, 16 years running a business, more than 100% growth in committed capital since the 2021 IPO – Andrew Schwartz & Qualitas
QAL
Chris Conway
Livewire Markets
Investment Theme

The big calls of 2024 – where are they now (and what’s next?)

Inflation remains the main game, and other key insights from Fidelity and Tyndall Asset Management
+3
Glenn Freeman
Livewire Markets
Daily Report

ASX 200 to fall, S&P 500 and Nasdaq extend record run, Gold and copper stocks to rally

Get up to date on overnight market activity and the big events for the day.
The Morning Wrap
Livewire Markets
Investment Theme

Commercial real estate debt funds: An alternative strategy for income-seeking investors

Income-seeking investors are constantly searching for reliable avenues to generate consistent returns.
Alan Greenstein
Zagga Investments
Equities

Who is big in the USA?

Um, the Magnificent Seven, of course. However, while sentiment is very strong across the board, Tesla looks shaky.
+5
Kingsley Jones
Jevons Global
Macro

US jobs report is consistent with a soft landing

Today’s jobs report is broadly consistent with the soft landing narrative. Monthly payrolls growth weakened slightly in June, and there were downward revisions to...
Seema Shah
Principal Asset Management
Commodities

Gold ‘investment’ thesis could see bullion price smash records

Citi predicts US$3000 price on non-rate-related drivers; How long will nickel and lithium remain friendless. And is Centaurus a target?
BHP
CHN
+1
Barry FitzGerald
Independent Journalist
Equities

Dogs of the ASX for the 2024 Financial Year

Who is a darling and who is a dog? Find out in our annual review of the best and worst of the financial year gone by.
ALX
AMC
ASX
+12
Hugh Dive
Atlas Funds Management
Equities

How to unearth value in the mining sector

Ray David discusses how to navigate the mining cycle with three mining companies with tier one high quality assets.
AGL
AVZ
+9
Ray David
Ray David
Equities

The 11 top-returning ASX 200 stocks of FY24 (across each sector)

We dig into the data to find out which stocks topped each sector in the last financial year
360
+8
Glenn Freeman
Livewire Markets
Equities

Where is risk in a polarised market?

A polarised share market offers popular Winners and persistent laggards and each come with their own risk profile
COL
GMG
TNE
+2
Rudi Filapek-Vandyck
FNArena
Rapid Fire

How holding fewer equities, even when markets are flying, can improve your returns...

And really turbocharge them should volatility return with vengeance
Chris Conway
Livewire Markets
Equities

Why stock market volatility is "artificially low" and what it means for you

Volatility as measured through the ASX 200 VIX and CBOE VIX is at multi-year lows. But what does it mean?
Hans Lee
Livewire Markets
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