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Where to find high growth oligopolies in abundance?

The medtech landscape is rife with fast growing companies typically operating in oligopolistic industry structures that drive profitability.
+3
Jacob Celermajer
Cordis Asset Management
Investment Theme

Bitcoin ETFs take off

The US SEC decision to approve spot bitcoin ETFs from 11 fund managers is a watershed day for the maturity of bitcoin.
Justin Arzadon
Betashares
Equities

Numbers from today and stories about tomorrow

Every investment is a combination of the profits, assets and business franchise of today and how those variables will change in the future
APX
BHP
FMG
+7
Martin Conlon
Schroders
Equities

6 reasons why small caps will deliver in 2024 (and 13 stock ideas)

The next year is set to deliver big investment returns for small caps. Why and where is money going to be made?
ADH
+10
Michael Carmody
Centennial Asset Management
Daily Report

ASX 200 flat, uranium soars on production glitch, Pilbara Minerals dumps on downgrade

Uranium stocks went boom whilst lithium stocks were once again mired in gloom. The reasons for each, and more, are waiting for you below...
CHN
GMG
IGO
+6
Carl Capolingua
Livewire Markets
Daily Report

ASX 200 to fall, US markets closed + Understanding Pilbara Minerals' offtake deal

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

Lower rates should equal higher multiples for equities

While that's the theory, we're only interested in playing the long game and buying companies that deliver on earnings and dividends.
Steve Johnson
Forager
Outlook Series

What's next for central banks and what will it mean for investors?

What will "peak rates" mean for investors in Australia - and when can we expect rate cuts?
Shane Oliver
AMP
Funds

The top-performing Australian property funds of 2023

Tough times continued for listed property last year but these five funds were among the pick of the crop
Glenn Freeman
Livewire Markets
Outlook Series

Three sectors, four stocks and one ETF to play a slowing economy in 2024

Prioritise companies that produce needs rather than wants in a difficult macro environment.
GNC
+2
Mark Gardner
MPC Markets
Outlook Series

7 fund managers pitch why their asset class will help you most in 2024

They say diversification is the only free lunch in investing. So why should you diversify into these asset classes?
Hans Lee
Livewire Markets
Outlook Series

Attractive yields with low volatility. Fixed income ticks the boxes in 2024

Investment-grade credit is poised for another solid year of performance with risks skewed to the downside
Roy Keenan
Yarra Capital Management
Daily Report

ASX 200 futures flat, S&P 500 edges higher, Uranium stocks to extend gains

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

Why now is the time to start uncovering smaller companies around the world (and 2 great examples)

We are finding a lot of opportunities in global small caps and have provided a summary of our thoughts on Expedia and Stoneco.
+2
Garry Laurence
Profeta Investments
Macro

Poll positioning

Voters representing around half of the world’s GDP go to the polls this year—what might that mean for the economy and investors?
Niall O’Sullivan
Neuberger
Equities

10 of the highest returning equities funds in Australia

In this wire, we crunch the data on the country's top-performing Aussie equities small and large-cap funds.
AD8
APA
+30
Ally Selby
Livewire Markets
Macro

Earnings season forecasts are diverging at a historic pace

For our first pack of new charts in 2024, we take a deep dive into historic trends.
Macrobond Financial
Macrobond Financial
Fixed Income

Navigating the descent

The steepest interest-rate-hiking cycle in decades has set global economic activity on a course that remains difficult to map, making it especially important to...
PIMCO .
PIMCO
Outlook Series

The #1 stock picks for 2024

Livewire rounded up 12 of Australia's brightest investment minds for their highest conviction stock picks for 2024.
A1M
+11
Buy Hold Sell
Livewire Markets
Rapid Fire

Why 2024 could be a year for ASX bulls

These money managers are fully invested in Australian equities.
ALD
BGA
+6
Sara Allen
Livewire Markets
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