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Income

This ETF income portfolio beat the ASX 200 and delivered a higher yield

High-dividend shares, covered calls and bank credit helped this portfolio beat the ASX 200 while generating more cash.
+3
Vishal Teckchandani
Livewire Markets
Education

Safe as houses: how property tax reform could re-rate the share market

The ALPs proposed tax changes could fundamentally change the way capital flows in Australia. We ask who are the most likely beneficiaries.
Michael Goldberg
Collins St Asset Management
Funds

The market is panicking about AI. This investor is slowing down

Markets are selling first and asking questions later. This Q&A explores where volatility is creating opportunity, not risk.
WGB
+1
Stephanie Gardner
Livewire Markets
Commodities

The case for a new commodities ‘supercycle’

Building smarter, more resilient commodity exposure
Daniel Sullivan
Janus Henderson
Shares

Prognosis negative - what the hell is wrong with Aussie healthcare?

A near 40% drawdown has forced investors to reassess the healthcare sector. Is this a reset, or are deeper cracks starting to emerge?
Chris Conway
Livewire Markets
Shares

Why this fundie is taking a contrarian view on a “clear recovery candidate”

Macro headwinds and a profit downgrade aren’t enough to shake Matthew Booker’s confidence.
BAP
SGM
+1
Keith Ford
Livewire Markets
Macro

On track for a Feb RBA rate hike and a likely follow-up in May

Strong inflation continues to run above the RBA's forecast profile.
Kieran Davies
Coolabah Capital
Equities

AI fears are hitting insurance stocks IAG, SUN and QBE — but is the market overreacting?

AI disruption fears have already hammered SaaS stocks. Now the insurance sector is under pressure — but the reality may be more complicated.
AUB
+2
Carl Capolingua
Livewire Markets
Commodities

The fundie who delivered 90% last year has a new stock on his watchlist

Acorn Capital’s Rick Squire on gas, gold and why the Iran peace deal was both his highlight and his lowlight.
COI
MEK
Keith Ford
Livewire Markets
Funds

Darko Kuzmanovic: The best setup I’ve seen in 40 years

Deglobalisation, AI and electrification are colliding with years of underinvestment.
Stephanie Gardner
Livewire Markets
Macro

9 key charts for investors to keep an eye on

A messy start, stretched valuations and rising risks. The nine charts that will shape markets this year.
Shane Oliver
AMP
The Rules of Investing

Why this global manager backed L1 Group with $50m

Langdon Equity Partners' Greg Dean says we're going through an uncomfortable rotation and reveals why he was so keen to back L1 Group.
L1G
The Rules of Investing
Livewire Markets
Success and More Interesting Stuff

Manny Pohl: Is Growth still the right bet?

From engineer to investor: how Manny Pohl discovered a "special breed" of business and redefined Australian growth funds.
Matthew Kidman
Centennial Asset Management
Reporting Season

FNArena reporting season monitor: Feb 2026 - Week 3 (150 stocks covered)

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

3 legends. 1 stock. The rare moment Klarman, Dalio and Soros all agreed

The Q4 13F filings are out. Here is what five of the world's biggest funds were actually doing.
+25
Stephanie Gardner
Livewire Markets
Equities

Banks reporting scorecard

Marking the banks post the May 2026 reporting season
MQG
+2
Hugh Dive
Atlas Funds Management
Macro

Negative gearing and house prices, plus a case study of the 1980s

House prices, which have stalled on RBA rate rises, could fall by 4-9% on tax changes, potentially reducing the peak in the cash rate.
Kieran Davies
Coolabah Capital
Investment Theme

Inside Apollo’s US$110 billion infrastructure investment push

Infrastructure systems built over centuries are being rebuilt in decades. Apollo's Olivia Wassenaar explains what that means for investors.
Chris Conway
Livewire Markets
Property

A rare buying window is opening in healthcare - and not where you might think

Healthcare real estate offers growth, income and resilience. RAM's Sam Wood explains why the opportunity is so compelling.
Chris Conway
Livewire Markets
Macro

The economics of happiness – why it’s been falling and what to do about it?

Despite decades of material progress, Australians are no happier. Here's what the data reveals about the real culprits.
Shane Oliver
AMP
541-560 of 38992
The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

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