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MA Financial on 3 credit opportunities for FY27 and AI's $100tn buildout

Frank Danieli on the "high conviction" asset class it's still backing and why AI is both an opportunity and threat for lenders right now.
Tom Stelzer
Livewire Markets
Equities

25+ ASX 200 stocks due to catch up as AUD takes off

A strong Aussie dollar can be a good thing for Aussie equity investors - you just need to know where to look.
Tom Stelzer
Livewire Markets
Equities

Growth at reasonable yield (GARY) keeps the bears outperforming the bulls when we have asset bubbles in everything

Global macro policy uncertainty isn’t the cause of today’s economic strains; it’s a symptom of deeper structural problems that were ignored
APA
DDR
+1
Mathan Somasundaram
Deep Data Analytics
Shares

Chalice’s time arrives with government handouts and growing palladium demand

Project funding appears to be within reach; Plus, US uranium producer Peninsula says it is set to capitalise on America’s supply deficit.
CHN
Barry FitzGerald
Independent Journalist
Education

A Livewire reader has just started her own investing journey - here's what she's learnt so far

Livewire reader Debbie started investing for the first time this year, and shares some fascinating insights into her thought process.
Tom Stelzer
Livewire Markets
Macro

A brief history of reserve currencies - their rise and decline

This paper comprises an Appendix setting out the history of reserve currencies and the drivers behind their rise and decline.
Clive Smith
Equities

Why Seneca is overweight SaaS, selling oil stocks and the "most unique" idea in the fund

Seneca CEO and Portfolio Manager Luke Laretive takes us inside the big recent moves in its ASX funds.
A1M
+15
Tom Stelzer
Livewire Markets
Asset Allocation

Why we are neutral Australian equities

The outlook is mixed but we believe a neutral allocation to Australian equities remains most appropriate
Martin Fowler
Pitcher Partners
Equities

Manganese set to be woken from its slumber by new battery chemistry

It's good news for Trek Metals, which could have a big manganese find in WA, while gold explorer Gateway also thinks it has a discovery.
S32
Barry FitzGerald
Independent Journalist
Shares

Has NVIDIA and other AI stocks caused the Nasdaq to become overvalued? (Hint: not even close!)

AI stocks are soaring and the doom headlines are out, but a valuation measure used by professional investors tells a more interesting story.
Carl Capolingua
Livewire Markets
Property

Australian home prices getting hit by rate hikes and tax hikes - is the super cycle over at last?

Australia's property market faces a test that could reshape the next decade.
Shane Oliver
AMP
Commodities

Strong lithium cashflows to be key highlight of imminent quarterlies

Commentary on demand/price expectations will be next re-rerating event; Plus, Great Southern starts drilling at big Queensland gold target.
IGO
LTR
+3
Barry FitzGerald
Independent Journalist
Property

Our prosperity now depends on decisions politicians hate making

Msquared Capital's Paul Miron says Australia’s economic prosperity has been built on good luck and not good policy.
James Marlay
Livewire Markets
Reporting Season

Coal producer New Hope Group has “A very strong fundamental base”

ESG concerns? Perhaps. Fundamentally sound and worth buying today? Yes, says this veteran fund manager.
Carl Capolingua
Livewire Markets
Equities

This ASX stock is down 70% and short sellers are circling

This uranium miner has seen short interest shoot past 20% and has stopped trading amidst huge operational questions.
BOE
COH
+6
Tom Stelzer
Livewire Markets
Shares

Buy, Sell... Buy again? 3 stocks worth another look

Selling a stock doesn't mean giving up on it. Two fund managers on the positions they exited, watched fall, and bought back at better value.
+1
Keith Ford
Livewire Markets
Equities

The fighting hasn't stopped. So why have oil and energy stocks moved on?

Has the market become too complacent? Two investors reveal the catalysts hiding beneath the surface - and the energy stocks they favour.
ALD
BPT
+4
Vishal Teckchandani
Livewire Markets
Macro

Australia’s data centre boom (the counterview)

We believe most of the enthusiasm on the looming data centre boom in Australia is vastly overstated.
Tim Toohey
Yarra Capital Management
Shares

7 ASX broker calls as investors weigh the RBA and “sell in May”

Does "sell in May" still hold? Plus, broker calls on stocks including RMD, FMG and BOE.
BGA
BOE
FMG
+4
Vishal Teckchandani
Livewire Markets
Reporting Season

Morgans' August reporting playbook (plus 8 stocks to watch)

Broad earnings growth provides a sound fundamental backdrop and yield is likely to take the spotlight.
Andrew Tang
Morgans Financial
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