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21 great investment quotes from Warren Buffett, Benjamin Graham, and others

This note revisits a series of insightful quotes on investing I first started a decade ago.
Shane Oliver
AMP
Equities

Key themes from a rollercoaster reporting season

With February’s reporting season in the rear view mirror, Catherine Allfrey from WaveStone Capital describes it as a roller coaster. Catherine shares her view on the...
BHP
+11
Sinéad Rafferty
Fidante
Equities

Citi and UBS weigh in on lithium rally: Don’t assume low is in yet

The recent lithium rally has triggered commentary from two brokers, both of whom warn about irrational optimism.
IGO
LTR
+1
Carl Capolingua
Livewire Markets
Equities

2024: A year of kindness

In this article we look at some possible kind surprises for 2024.
SM1
Stephen Bennie
Castle Point Funds
Equities

8 stocks that should be on your radar following reporting season

The biggest ASX beats, misses, and sleeper stocks from reporting season, as well as a discussion of some key themes.
MP1
Chris Conway
Livewire Markets
Reporting Season

Down down, [share] prices are headed down

In this wire, IML's Hugh Giddy shares why the future isn't so bright for the country's supermarket stocks.
CAR
COH
COL
+5
Ally Selby
Livewire Markets
Daily Report

ASX 200 eases from all-time highs, Iron ore stocks falter + Gold stocks rip higher

Gold stocks were generally 3-13% higher after prices for the commodity rallied to near all-time highs.
AWJ
+1
Kerry Sun
Livewire Markets
Education

4 reasons why hedge fund allocations are on the rise

Investor appetite for hedge funds has picked up at precisely the right time
Pieter De Weerdt
Antarctica Asset Management
The Pitch

Why this default cycle is different and what it means for asset allocation

KKR's Jeremiah Lane discusses why 2024 could see a positive continuation of 2023 in the credit markets.
Hans Lee
Livewire Markets
Equities

The top 10 earnings revisions from reporting season (and 2 high performing sectors)

AI and technology continues to dominate global earnings trends AI has been a dominate theme in 2023 and so far in 2024 this theme has continued to underpin positive...
AGL
BLD
+7
Bruce Apted
State Street Investment Management
The Pitch

The Asian corporate credit market is the size of the Australian equity market. Here’s what you need to know

Tribeca’s John Stover offers a deep-dive into Asian credit and how to get exposure in your portfolio.
Sara Allen
Livewire Markets
Daily Report

ASX 200 futures flat, S&P 500 gives back gains + Gold soars past US$2,100

Get up to date on overnight market activity and the big events for the day.
The Morning Wrap
Livewire Markets
Reporting Season

Why the ASX 200's highest paying dividend stock is flashing a buy opportunity

Yancoal often takes the number one spot for dividend yields but its got the fundamentals, operations and cash generation to back its payout.
Kerry Sun
Livewire Markets
Equities

What do juice, burgers, and fuel have in common?

The latest Firetrail Equity Edge Podcast has just landed.
ALD
Anthony Doyle
Anthony Doyle
Firetrail Investments
Fixed Income

Everything’s gone green

Global temperatures are still rising. Climatic events are becoming more serious. Natural habitats are deteriorating as a result of intensive farming and development....
Chris Iggo
BNP Paribas Asset Management
The Pitch

An "enormous vacuum" is creating a big opportunity for Australian real estate debt investors

Australian commercial real estate market conditions are tough right now, but there are also some serious winds in its sails.
Chris Conway
Livewire Markets
Signal or Noise

Could ASX earnings and dividends beat the odds and rise this year?

Plus, a closer look at how two of Livewire's most recognisable growth and value fund managers are investing.
BHP
+7
Hans Lee
Livewire Markets
Macro

2024 is a year for active management

The strength of the “magnificent 7” stocks has created an unrivalled amount of top-heaviness in the market, providing a boon to passive investors in 2023. However,...
Seema Shah
Principal Asset Management
The Pitch

3 ASX stocks with growing dividends (and why headline yields are misleading)

In this episode of The Pitch, Medallion Financial's Michael Wayne provides a deep dive on dividends.
CSL
+8
Ally Selby
Livewire Markets
Daily Report

ASX 200 to rise, S&P 500 rallies to new record + Aussie gold price hits all-time high

Get up to date on overnight market activity and the big events for the day.
AWJ
+1
The Morning Wrap
Livewire Markets
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