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Equities

Could the Magnificent Seven actually be undervalued?

Two investors share whether they believe this AI narrative will ever see a stumbling block.
PME
+8
Hans Lee
Livewire Markets
Macro

J.P. Morgan warns investors: No "immaculate disinflation" on the cards for markets

And why investors should be more nuanced when allocating to various assets in this market.
Ally Selby
Livewire Markets
Equities

Fundie vs AI: The best ASX growth stocks for the next 12 months

We've seen the income stocks, now we're looking at growth stocks in this edition of "Fundie vs AI: Who is the better stock picker?"
360
+6
Chris Conway
Livewire Markets
Equities

“Mr Positive” strikes back: GQG and TUA soar

Get amongst the small cap fun! If not now, when?
GQG
TUA
Callum Newman
Fat Tail Investment Research
Daily Report

ASX 200 futures flat, S&P 500 hovers around 5000 + Charts of the Week

Get up to date on overnight market activity and the big events for the day.
AX1
+4
The Morning Wrap
Livewire Markets
Equities

Reporting season preview: Key questions, things to watch and our top picks

Heightened multiples indicate heightened expectations
AMC
+14
Rob Crookston
Rob Crookston
Wilsons Advisory
Equities

Picking single stocks is (almost certainly) not the answer

Many portfolios are missing valuable ETF options, and the easy access they give you to the best capital markets in the world - the US.
Sebastian Ferrando
Koda Capital
Equities

5 exciting areas of investment opportunity in 2024

It’s a new year. The Australian Open has been played & won. It’s time to refocus on the road ahead- 5 key opportunities we see for 2024
Andrew Macken
Montaka Global Investments
Equities

Has the worst-case scenario for stock markets been averted?

In the latest episode on the Antipodes podcast, I was joined by our Chief Investment Officer, Jacob Mitchell. We discuss the key macro and market developments in the...
Alison Savas
Alison Savas
Antipodes
Views from the Top

Uranium to keep running hot (and 4 ASX stocks to join the party)

Tribeca's Guy Keller continues the uranium conversation with Livewire, outlining why he remains bullish and where he is hunting
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 of your most-tipped stocks for 2024 (and 2 that should have made the list)

In this episode, T. Rowe Price's Randal Jenneke and Tribeca's Jun Bei Liu analyse a selection of reader favourites.
BHP
CSL
+4
Buy Hold Sell
Livewire Markets
Equities

2024: The year of the small-cap?

After two years of underperformance, small company returns are starting to inflect
Matthew Fist
Firetrail Investments
Equities

How these ASX investors are positioned (including 17 stocks on their watchlists)

Katana Asset Management and Wilson Asset Management share the indicators and companies on their radars.
360
BLD
BRG
+18
Glenn Freeman
Livewire Markets
Daily Report

ASX 200 rebounds as lithium stocks score rare win, jilted Santos tumbles

Breaking up is hard to do! Santos (STO) dropped nearly 6% as Woodside Energy (WDS) announced it has walked away from their proposed merger.
CTT
CXO
+7
Carl Capolingua
Livewire Markets
Funds

Calastone report shows equities, ESG and property are out of favour with investors

Passive funds again outstripped active funds, and bond funds showed a stunning reversal in 2023.
Glenn Freeman
Livewire Markets
Reporting Season

Sharp cost control underpins Transurban's solid 1H24 result

Management has proven adept at keeping a handle on costs and the benefits are flowing through quicker than expected.
TCL
Glenn Freeman
Livewire Markets
Education

Magnificently concentrated

Patience is widely understood to be a virtue in investing. Many clients and investment committees pride themselves on their willingness to stick with high-conviction...
+5
Ben Inker
GMO
Views from the Top

Why Lazard's Temple would buy equities over bonds even at today's prices

Lazard's chief market strategist Ron Temple updates his views on the US economy, China, fixed income, and geopolitical risk.
Hans Lee
Livewire Markets
Macro

New regime, same outcome

It's the first episode of The Rate Debate for 2024!
Darren Langer
Yarra Capital Management
Funds

Listed managed investments - fixed income LITs take advantage of trading at par

2023 ended with plenty of activity in the LMI market and that activity continued into the new year. Fixed income LITs took advantage of improved trading prices to...
AMH
+11
Claire Aitchison
Independent Investment Research
6401-6420 of 39055
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