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Asset Allocation

The case for investing in the share market’s middle child

Periods of narrow market leadership rarely last forever. Here is why Australian investors may look toward mid-cap opportunities.
BHP
+1
Cameron McCormack
VanEck
Equities

These two ASX-listed stocks failed our corporate BS test

Who will it be in the August reporting period?
+2
Marcus Howes
Plato Investment Management
Funds

Global equity funds enjoyed a strong 2025; top performers up more than 27%

Another solid year for international stocks drove healthy performance for some global equity funds.
Tom Stelzer
Livewire Markets
Alternatives

Five market shocks are colliding. Here's how to invest through it

Broken correlations are creating opportunities. Here are the themes, trades and risks Fulcrum is focused on now.
Chris Conway
Livewire Markets
Reporting Season

Copper dethrones iron ore as crown jewel, as BHP goes big on dividends and revenue

BHP CFO Vandita Pant says the world's largest miner is gunning for more growth after impressive H1 result.
BHP
Tom Stelzer
Livewire Markets
Equities

Active managers: bringing a gun to the gunfight

What basketball, Formula 1 and chess teach active managers about surviving a machine-driven market
Jason Teh
Vertium Asset Management
Education

We’ve gathered outlooks from 30 top investment firms

Still feeling that January glow? We’ve rounded up 30 market outlooks to help you turn optimism into better investing decisions.
Anna Dadic
Livewire Markets
Asset Allocation

It's time to rethink your portfolio strategy in this crazy new world

New market realities mean the old way of doing things may no longer give investors what they want.
Tom Stelzer
Livewire Markets
Macro

Investment regime change is here... is your portfolio ready for it?

Relying on the investment playbook of the 2010s may no longer cut it.
Anthony Doyle
Pinnacle Investment Management
Education

High valuations – not rising bond yields – threaten American stocks

Rising yields are usually unimportant. In sharp contrast, valuations are always crucial. Australian and value stocks abate this major risk.
Chris Leithner
Leithner & Company Ltd
Investment Theme

Cerutty's Chris Judd on calling Silver's surge and if investors have now missed the boat

Hot on the heels of gold, silver is now emerging as the biggest trade in early 2026 as speculation and catalysts ramp up.
SS1
SVL
+3
Tom Stelzer
Livewire Markets
Equities

Value on the menu

Market scepticism masks opportunity. Collins Foods combines proven Aussie returns with emerging German growth optionality.
Chris Watson
Contrarius Australia
Asset Allocation

60/40 isn't dead. Taking a passive approach may be

The old rules of portfolio construction no longer stack up. A brave new world demands a more active way of thinking about asset allocation
AMC
MGR
SGP
+1
Tom Stelzer
Livewire Markets
Growth

Red days, green returns: a 6-step framework for volatility

Drawdowns are part of investing; they test conviction, discipline and temperament, but they also create the conditions for future returns.
Steve Johnson
Forager
Investment Theme

The shovel sellers are making the money: Gerard Minack on the AI not-quite bubble

The macro strategy expert says AI is an earnings bubble, not a valuation bubble, but it still needs to deliver real revenue.
Tom Stelzer
Livewire Markets
Investment Theme

“Real Income” that can endure, and grow, through Australian inflation

Real income in an inflationary world: why listed real assets may offer the pricing power your portfolio needs.
AGL
ALX
APA
+11
Andrew Chambers
ClearBridge Investments
Macro

Energy prices and the risk of stagflation

A sustained energy price shock would run the risk of high inflation and recession.
Kieran Davies
Coolabah Capital
Funds

Egregious performance fee structures in funds management

There are important questions to be asked about what constitutes a reasonable performance fee in funds management.
Nick Bird
OQ Funds Management
Property

Australian house prices could still fall 10% despite RBA rates hold

The RBA paused, but another hike is still a risk, tax changes are biting, and according to expert views – house prices are set to fall.
JBH
+4
Joseph Lyons
Livewire Markets
Macro

What could a crash look like?

Because people assume a bailout is all but certain, they choose to keep fuelling a dangerous bubble rather than miss out.
Roger Montgomery
Montgomery Investment Management
581-600 of 38992
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