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How this software stock defied the saaspocalypse

+3
Lucas Goode
IML
Shares

The market screams hot stocks. Great investors stick to the process

While investors pile into AI winners and trillion-dollar stocks, Greg Dean is hunting unhyped businesses where valuations are falling.
Vishal Teckchandani
Livewire Markets
Reporting Season

Woolworths jumps 12% in biggest rally on record. Is the Coles gap closing?

A strong first half, upgraded guidance and stabilising market share have investors reassessing the turnaround story.
Stephanie Gardner
Livewire Markets
Commodities

Great Boulder joins juniors to be sprinkled with Westgold’s valuable fairy dust

The $5.4b wheeler and dealer gives Great Boulder a production pathway to 100,000oz a year with abundant scope for resource growth.
+2
Barry FitzGerald
Independent Journalist
Shares

The trades, themes and risks shaping Antipodes’ strategy

From software exits to real asset overweights, James Rodda explains the trades, risks and themes shaping Antipodes’ portfolio today.
Chris Conway
Livewire Markets
Shares

Where valuation resets are creating opportunity on the ASX

Valuations are easing and opportunities are emerging. Here’s where a value investor is putting capital to work.
AMC
CSL
+1
Chris Conway
Livewire Markets
Shares

Searching for a signal? Alphinity’s Stuart Welch says earnings upgrades matter most

Alphinity’s Stuart Welch says the firm is aware of macro forces but focused on finding companies that can beat expectations.
Anna Dadic
Livewire Markets
Equities

Finding value opportunities beneath the headlines

ClearBridge's Ross Kent and Reece Birtles discuss where they're looking now against a dramatic macro backdrop.
AGL
ALD
+12
Reece Birtles
ClearBridge Investments
Markets

The mispriced megatrend hiding in plain sight, and why it’s accelerating now

A multi-decade shift is underway, driven by energy, AI and climate risk, yet markets may still be underestimating the opportunity.
Stephanie Gardner
Livewire Markets
Property

Why Gen Z is swapping AI hype for hard assets

What happens when the next generation picks real assets over the AI hype cycle?
ARF
Claudia Kwan
North Star Impact Funds
Property

Inside the portfolio: A Spanish standout and a value gap the market can't ignore

Dexus' Mark Mazzarella on the big changes they've made in the fast-moving landscape for global REITs.
+3
Tom Stelzer
Livewire Markets
Private Markets

Inside Blackstone: Stephen A. Schwarzman on long-term investing across cycles

Experience teaches that value is not created by reacting to every headline. Periods of volatility are when discipline matters most.
Blackstone .
Blackstone
Markets

Why a $12.6bn merger saw Ausbil swap one gold miner for another

From a gold miner merger to a sleep health giant, Ausbil's Nicholas Condoleon breaks down his latest calls and conviction ideas.
CSL
+2
Keith Ford
Livewire Markets
Education

The tax value of deferred capital gains

The single greatest force for the good of your portfolio is compounding. Tax eats into that compounding so you should defer capital gains.
Kingsley Jones
Jevons Global
Funds

Separating AI winners from losers. 6 stocks that pass the test

AI will reshape everything. That doesn’t mean today’s leaders will win. A global fund manager reveals where value is emerging.
+5
Stephanie Gardner
Livewire Markets
Equities

Reeling from the software meltdown? Here's how to AI-proof your portfolio

AI may be smart, but it can’t eat, flush or plug itself in. Here’s a framework for finding stocks that don’t get disrupted.
Chris Conway
Livewire Markets
Equities

Are active managers bringing a knife to a gunfight?

How passive investing has permanently changed market structure — and why sophisticated tools are now the price of survival
BHP
COH
+4
Jason Teh
Vertium Asset Management
Commodities

The refinery problem: A different kind of energy crisis in 2026

The 2026 Hormuz blockade has broken refined product markets in ways the 2022 Ukraine crisis never did.
ALD
QAN
+1
Jason Teh
Vertium Asset Management
Markets

Cathie Wood’s contrarian calls: Falling inflation, stronger growth, and Bitcoin over gold

The ARK founder says AI-driven productivity could crush inflation and improve America’s deficits.
Vishal Teckchandani
Livewire Markets
Alternatives

EQT Capital are backing fundamentals to find tomorrow's real winners

It's the most interesting time to be alive as an investor says EQT Capital's Bert Janssens, but you have to get it right.
Tom Stelzer
Livewire Markets
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