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3 ASX rare earths stocks to watch as prices finally show signs of stabilising

Some major brokers are considering the possibility rare earths prices have stabilised, so we review the three main ASX rare earths stocks.
Carl Capolingua
Livewire Markets
Equities

Everything you need to know about every ASX copper producer

Every ASX copper producer: What they do, where they’re doing it, what it costs them, how much they have, broker consensus, and more.
29M
AMI
+9
Carl Capolingua
Livewire Markets
Equities

3 hot sectors and 9 blistering stocks from Q1

We review the three sectors that led the ASX 200 in Q1 2024, as well as fund manager and broker views for nine of the top-performing stocks
360
GMG
+6
Glenn Freeman
Livewire Markets
Equities

Matthew Kidman: A 'stage 2' bull market move coming

Why the big move from November is potentially just the start of a multiyear run for Aussie stocks
Callum Newman
Fat Tail Investment Research
Daily Report

ASX 200 to rise, S&P 500 claws back early losses, Markets brace for US CPI data

Get up to date on overnight market activity and the big events for the day.
29M
+5
The Morning Wrap
Livewire Markets
The Pitch

An opportunity that you could throw a dart at and still do well

Fidelity International's Amit Goel hasn't seen an opportunity like this in this region in at least 10 years.
Ally Selby
Livewire Markets
Funds

Is it too late to invest in AI?

Valuation - the key to investment
+3
Alex Pollak
Loftus Peak
Equities

A mispriced asset class creating a long-term opportunity

Growth at more than a reasonable price is just one reason to consider this heavily overlooked opportunity.
Dr Joseph Lai
Ox Capital
Fixed Income

The fixed income opportunity with "a lot more to give"

Whilst rates might have peaked, there remain pockets where fixed income returns are expected to stay stronger for longer.
Chris Conway
Livewire Markets
Investment Theme

Private debt investors are a crucial part of the housing shortage solution

Zagga's latest white paper outlines the economic and market trends driving the growth of CRED in Australia.
Alan Greenstein
Zagga Investments
Education

Investing in companies with a competitive edge. Part 1: The bargaining power of buyers

When buyers hold more concentration, they have the upper hand in negotiating prices and quality. This is particularly relevant in pharmaceuticals, where the US faces...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Views from the Top

The golden rule of investment: Always "follow the money"

Because if you don't know who the sucker is, the sucker's probably you.
Ally Selby
Livewire Markets
Fund in Focus
Sponsored

How this income fund has delivered above target for the last 22 years

Roy Keenan has been running the Yarra Enhanced Income Fund and delivering for investors for almost 22 years - he explains how below.
Chris Conway
Livewire Markets
Asset Allocation

The hidden costs of high dividend yields in Australia

Australian dividend yields are among the highest in the developed world. But they come at a cost: considerable sector concentration risk.
Damien Klassen
Nucleus Wealth
Daily Report

ASX 200 logs modest rebound, always believe in gold - the ASX gold rally is indestructible!

Gold's rally appears indestructible at the moment, and ASX gold stocks were again top of the pops today.
360
A4N
BHP
+10
Carl Capolingua
Livewire Markets
Equities

4 pharma & biotech stocks on the move in March

The Pharma and Biotech market was relatively buoyant in March with 49% of share prices in the coverage universe increasing for the month. There was some...
IMC
MSB
OSX
+1
Claire Aitchison
Independent Investment Research
Macro

Dude, where’s my recession? How to invest for diverging markets

Monetary policy is starting to diverge, with the impact on markets being the story of returns in 2024. Here's what you should know.
Arian Neiron
VanEck
Asset Allocation

More positive or less negative?

Central banks are more dovish and momentum strong. So, are we more positive? Less negative than more positive might be an apt description.
Lakshman Anantakrishnan
ANZ Private
Fixed Income

Elevated stakes: assessing the risk premium of construction finance

Are investors being appropriately compensated for the level of inherant risk?
Josh Manning
Manning Asset Management
Education

“Net zero” isn’t a Megatrend: It’s a Mega-trap

The “transition to net zero” isn’t happening and “green energy” has long generated red ink. When will the herd finally acknowledge reality?
Chris Leithner
Leithner & Company Ltd
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