Home Wires popular

popular wires

Shares

Why this fundie is taking a contrarian view on a “clear recovery candidate”

Macro headwinds and a profit downgrade aren’t enough to shake Matthew Booker’s confidence.
BAP
SGM
+1
Keith Ford
Livewire Markets
Macro

On track for a Feb RBA rate hike and a likely follow-up in May

Strong inflation continues to run above the RBA's forecast profile.
Kieran Davies
Coolabah Capital
Equities

AI fears are hitting insurance stocks IAG, SUN and QBE — but is the market overreacting?

AI disruption fears have already hammered SaaS stocks. Now the insurance sector is under pressure — but the reality may be more complicated.
AUB
+2
Carl Capolingua
Livewire Markets
Equities

ASX banks reporting season preview – who the big brokers are backing to beat

The big banks are tipped to hit their profit targets this reporting season, but stretched valuations leave little room for disappointment.
+3
Joseph Lyons
Livewire Markets
Commodities

The fundie who delivered 90% last year has a new stock on his watchlist

Acorn Capital’s Rick Squire on gas, gold and why the Iran peace deal was both his highlight and his lowlight.
COI
MEK
Keith Ford
Livewire Markets
Macro

The ECB hikes by 25bp, with more to come

The ECB could raise rates to 3% or more given upside risks to persistent above-target inflation and a higher neutral policy rate.
Kieran Davies
Coolabah Capital
Funds

Darko Kuzmanovic: The best setup I’ve seen in 40 years

Deglobalisation, AI and electrification are colliding with years of underinvestment.
Stephanie Gardner
Livewire Markets
Macro

9 key charts for investors to keep an eye on

A messy start, stretched valuations and rising risks. The nine charts that will shape markets this year.
Shane Oliver
AMP
The Rules of Investing

Why this global manager backed L1 Group with $50m

Langdon Equity Partners' Greg Dean says we're going through an uncomfortable rotation and reveals why he was so keen to back L1 Group.
L1G
The Rules of Investing
Livewire Markets
Success and More Interesting Stuff

Manny Pohl: Is Growth still the right bet?

From engineer to investor: how Manny Pohl discovered a "special breed" of business and redefined Australian growth funds.
Matthew Kidman
Centennial Asset Management
Equities

A difficult market to grapple with

The more closely I watch this market, the less I understand it. Maybe the investor checking their portfolio once a month has it right.
Ryan Lim
Alpha Insights
Reporting Season

FNArena reporting season monitor: Feb 2026 - Week 3 (150 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
Rudi Filapek-Vandyck
FNArena
Equities

3 legends. 1 stock. The rare moment Klarman, Dalio and Soros all agreed

The Q4 13F filings are out. Here is what five of the world's biggest funds were actually doing.
+25
Stephanie Gardner
Livewire Markets
Equities

Banks reporting scorecard

Marking the banks post the May 2026 reporting season
MQG
+2
Hugh Dive
Atlas Funds Management
Income

Cash has been comfortable. Here’s why it could be time to leave

Cash has been hard to beat. Muzinich’s Ian Horn explains why today’s yields could make short-dated credit an attractive next step.
Anna Dadic
Livewire Markets
Macro

Negative gearing and house prices, plus a case study of the 1980s

House prices, which have stalled on RBA rate rises, could fall by 4-9% on tax changes, potentially reducing the peak in the cash rate.
Kieran Davies
Coolabah Capital
Investment Theme

Inside Apollo’s US$110 billion infrastructure investment push

Infrastructure systems built over centuries are being rebuilt in decades. Apollo's Olivia Wassenaar explains what that means for investors.
Chris Conway
Livewire Markets
Macro

The economics of happiness – why it’s been falling and what to do about it?

Despite decades of material progress, Australians are no happier. Here's what the data reveals about the real culprits.
Shane Oliver
AMP
Macro

Taxed into Oblivion

A short story on how governments precipitate financial collapse
David Mari
RMBlack Wealth Management
Macro

Rent inflation and the missing policy

The government plans to remove negative gearing to help renters buy homes. For those who remain renters, the wrong levers are being pulled
MGR
+3
Jason Teh
641-660 of 39259