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Reporting Season

JB Hi-Fi: the consumer electronics giant that continues to win market share

JB Hi-Fi delivered a strong FY25 result, yet so far, its share price is falling. It’s a buy the dip opportunity says this fund manager.
JBH
Carl Capolingua
Livewire Markets
Equities

The boy who cried tariff: Have markets moved on?

In this update, we explore how long markets can ignore tariff drama, the odds of a Fed rate cut and the good news for small caps.
Andrew Mitchell
Ophir Asset Management
Income Series

2 income portfolios delivering 6%+ p.a. consistently (they're yours to download)

Two advisers. One income challenge. The result? Two unique playbooks for yield hunters you don't want to miss.
Vishal Teckchandani
Livewire Markets
Equities

Why a Silicon Valley exec bought into Breville’s global ambitions

It’s much harder to innovate consistently than build one great idea, but some companies are up to the challenge. In our latest Curious podcast, I sat down...
BRG
Dawn Kanelleas
First Sentier Investors
Fixed Income

Why sitting still could cost you in the new income regime

Schroders’ Sebastian Mullins and Helen Mason show where active investors can find yield without excess risk.
Chris Conway
Livewire Markets
Commodities

ETF Investors defy record gold prices to lift global gold investment demand

Gold prices surged 26% in H1 2025, outperforming most assets, as investors seek protection from economic and geopolitical shocks.
Shaokai Fan
World Gold Council
Private Assets

Exits are harder, deals more cautious - but opportunities still shine

From a fundraising slump to a secondaries boom, here's where Gabriel Ng of Neuberger Berman sees opportunity now.
Anna Dadic
Livewire Markets
Commodities

EVs, batteries, & lithium: Recharged & ready for launch

Electric vehicles (EVs), battery technology firms, and lithium miners have made significant strides in global adoption, technological innovation, and production...
Justin Lin
Global X ETFs
Equities

This sector just scored 2026 reimbursement growth above inflation

New US hospital and surgical reimbursement rates for 2026 are rising faster than inflation, bolstering the earnings outlook for the sector.
+6
Jacob Celermajer
Cordis Asset Management
Fund in Focus

A new approach to income investing

An inside look at Challenger Investment Management's new note, offering yield above hybrids, minus the perpetual risk.
Anna Dadic
Livewire Markets
Equities

Why quality matters even more when markets are fully priced

Claremont Global's Bob Desmond is staying disciplined as markets chase momentum, betting quality businesses will win the long game.
Chris Conway
Livewire Markets
Funds

PMC restructure not proceeding as L1 looks to take over management of portfolio

There will no doubt be some unhappy investors with many banking on an exit around NTA via the scheme. Read our latest report.
Claire Aitchison
Independent Investment Research
Fixed Income

New bonds, big gains

New bond issues are surging and so are returns. Strong demand and falling rates make now a prime time for fixed income investors.
Darryl Bruce
Income Asset Management
Private Assets

Private equity, without the barriers: How ETFs are opening the door

Listed private equity vehicles are giving everyday investors access to an asset class once reserved for institutions
Arian Neiron
VanEck
Equities

Meet the ASX’s first dividend aristocrat: Soul Patts records 27 years of growing payouts

Soul Patts becomes the market's first dividend aristocrat, with a newly discovered 27-year streak of consecutive dividend increases.
APA
AUB
CHC
+1
Kerry Sun
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 ASX financials (that aren't the banks!)

There’s more to ASX financials than the Big Four. Matt Williams (Airlie) and David Wilson (First Sentier) reveal where they're seeing value.
HUB
MQG
+2
Buy Hold Sell
Livewire Markets
Education

The hidden value in financials: 2 quality plays beyond the big banks

While the Big Four banks have surged since 2024, valuations look stretched, prompting fund managers to look further afield in the sector.
MQG
+2
Stephanie Gardner
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 ASX names set to benefit from rate cuts, hot property

There’s more to ASX property than meets the eye. With rates falling, Matt Williams and David Wilson reveal where value is emerging.
CHC
GMG
MGR
+3
Buy Hold Sell
Livewire Markets
Income Series

Where this market-beating income team is hunting now

Roy Keenan explains how Yarra’s credit team is delivering market-leading income with high quality assets, low risk and tactical execution.
Chris Conway
Livewire Markets
Income Series

Consistency? This income fund hasn't missed a distribution in over 20 years

The Yarra Enhanced Income Fund is consistent, both in delivery of income and outperformance of its benchmark, over more than two decades.
Chris Conway
Livewire Markets
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