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Media worth consuming – May 2026

Interesting and under the radar media on finance, economics, politics and society.
Jonathan Rochford
Narrow Road Capital
Reporting Season

10 consecutive halves of customer growth as the Origin story rolls on

Retail strength, data centre demand and rising power prices could reshape Origin’s earnings trajectory.
ORG
Stephanie Gardner
Livewire Markets
Macro

Put it on the tab

Leverage is real, and the speed of its recent rise warrants some vigilance.
Roger Montgomery
Montgomery Investment Management
Reporting Season

Woodside raises dividend, with inflated gas prices driving a surge in profit

Higher realised prices since the Middle East conflict carried Woodside's first half, with profit and revenue up despite production falling.
Joseph Lyons
Livewire Markets
Reporting Season

Breville fell 6%, but Airlie sees a much bigger opportunity brewing

Cost-of-living pressures are playing into Breville's hands, yet Airlie sees an untapped market that could power its next leg of growth.
BRG
Vishal Teckchandani
Livewire Markets
Equities

SaaS in the age of AI: The threats

It's the end of coding (as we knew it).
XRO
Matt Joass
Maven Funds Management
Income

The end of hybrids - what you need to do now

In this panel special, we discuss the upcoming hybrids phaseout and explain how investors need to think about a new era for fixed income.
Tom Stelzer
Livewire Markets
Success and More Interesting Stuff

Why Jillian Broadbent believes reform, not rhetoric, will drive Australia forward

Broadbent reflects on crises, governance and productivity, and why real reform demands more than political noise.
Matthew Kidman
Centennial Asset Management
Equities

More bears join the chorus

A conga line of analysts is pointing to a variety of indicators to support their bearish thesis.
Roger Montgomery
Montgomery Investment Management
Income

Why it's a "phenomenal time to be investing" in this asset class

Private credit has become a lightning rod for criticism. Nehemiah Richardson explains why the opportunity remains compelling.
Chris Conway
Livewire Markets
Shares

4 innovative ASX companies according to top performing small-cap fund managers

Three of FY26's top-performing Aussie equity funds' managers name the most innovative company in their fund.
ACE
CGS
MP1
+1
Anna Dadic
Livewire Markets
Shares

Is gold finally oil-proof? Top ASX gold stocks as the bull market reignites

An oil price spike crushed gold in March, but this time bullion and the miners are rallying alongside crude – and that changes things.
BGL
+14
Carl Capolingua
Livewire Markets
Education

Media worth consuming – March 2026

Interesting and under the radar media on finance, economics, politics and society.
Jonathan Rochford
Narrow Road Capital
The Rules of Investing

“Less than halfway through the gold story”, L1 Capital launches high-performing strategy via new LIC

Strong performance has set the stage for L1 Capital’s new gold LIC, giving investors access to a strategy targeting cash flow-rich miners.
The Rules of Investing
Livewire Markets
Wealth

Is your portfolio inflation-proof? Investments to bolster your returns

Stocks, ETFs and sectors investors are watching as inflation and rate pressures return.
AGL
ALD
+47
Sara Allen
Livewire Markets
Education

Who cut the RBA's brake wires?

C. Joye sees a now entrenched inflation problem, and a paralysed RBA. And sounds like we are in desperate times. So, desperate measures?
AMP
APZ
+21
Ryan Lim
Alpha Insights
Macro

Data may finally be breaking: RBA to pivot

The March quarter National Accounts might seem dated, having missed much of the drama associated with the oil price shock, RBA rate hike in May and of course the May...
Tim Toohey
Yarra Capital Management
Reporting Season

QBE is finally becoming boring. That could be good news for investors

QBE has delivered another steady result. Allan Gray’s Justin Koonin explains why ‘boring’ is exactly what investors should want.
Chris Conway
Livewire Markets
Commodities

Keep calm and mine on

Why the rare earth pullback may reflect a reset in sentiment and valuations, rather than a break in the sector’s long-term demand story.
Jamie Hannah
VanEck
Growth

The AI bubble meets reporting season

The latest US earnings season has shown that investors are becoming more discerning when it comes to backing AI winners and that's healthy.
Steve Johnson
Forager
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