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Macro

The widening US budget works against the Fed

Budget positions across the US, euro area and Australia are widely dispersed despite unemployment still near its lowest level in decades.
Kieran Davies
Coolabah Capital
Equities

Copper's road to a super cycle

Copper positioned to benefit from energy transition
BHP
Rob Crookston
Rob Crookston
Wilsons Advisory
Daily Report

The Match Out: Resources lead the ASX higher ahead of US Inflation data

The daily Match Out for Tuesday 14 November 2023 with James Gerrish of Market Matters
ALQ
+3
James Gerrish
Market Partners
Fund in Focus
Sponsored

The sweet spot for risk-adjusted returns: Why investors should focus on mid caps

In this Fund in Focus, I take Livewire readers through Eley Griffiths Group's newest mid-cap product.
ALD
BRG
CAR
+10
David Allingham
Eley Griffiths Group
Equities

Stanley Druckenmiller loads up on Alphabet and tech darlings

Alphabet marked its third worst session in history last month while Druckenmiller introduced the stock to his tech-oriented portfolio.
+8
Kerry Sun
Livewire Markets
Macro

Good news on US inflation points to the Fed on hold next month

The Fed seems likely to hold rates steady at its final policy meeting this year.
Kieran Davies
Coolabah Capital
Commodities

Watch the insiders - the biggest breadcrumbs lead to critical metals

Crazy deals or timely investments? A look at the sizzling M&A activity in the mining sector.
BHP
+1
James Cooper
Fat Tail Investment Research
Expert Insights

Qualitas sees green shoots in construction financing after pandemic challenge

In this episode of Expert Insights, Qualitas' Andrew Schwartz discusses the outlook for property and why he is positive on construction.
Sara Allen
Livewire Markets
Equities

Pearls of Wisdom

With the latest round of quarterly earnings almost complete, we once again turn to company management for inspiration
+5
Tony Sutton
Sintra Capital
Equities

20 stocks primed for the ASX small cap resurgence

They've been pushed to the back burner for many, which is precisely why now is the time to consider small-caps, say these portfolio managers
+17
Glenn Freeman
Livewire Markets
Macro

Why hasn’t consumer spending fallen off a cliff?

Interest rate hikes have not stopped consumers spending as abruptly as many had expected, due to full employment and rising real wages. Global investors might consider...
+3
Tim Richardson
Tim Richardson
Pengana Capital Group.
Daily Report

The Match Out: ASX lower, ANZ down on miss, Short squeeze in Elders (ELD)!

The daily Match Out for Monday 13 November 2023 with James Gerrish of Market Matters
BLD
ELD
+6
James Gerrish
Market Partners
Daily Report

ASX 200 to rise, S&P 500 rallies to 2-month high as US inflation eases to 3.2%

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

Family matters in European investing

Fairlight generally views public companies that are led by owner-managers or their families favourably. This is because the key decision makers are naturally...
Alvise Peggion, CFA
Fairlight Asset Management
Buy Hold Sell

Buy Hold Sell: 7 stocks trading at 52-week lows

In this episode, Martin Currie’s Reece Birtles and SG Hiscock's Hamish Tadgell analyse stocks trading near or at 52-week lows.
ALX
BAP
DXS
+4
Buy Hold Sell
Livewire Markets
Daily Report

ASX 200 to rise, S&P 500 holds steady + CBA reports $2.5bn first quarter profit

Get up to date on overnight market activity and the big events for the day.
BOE
+2
The Morning Wrap
Livewire Markets
Expert Insights

When it comes to bonds, keep an eye out for duration

VanEck offers three new ETFs to allow you to gain exposure to Australian government bonds with all the benefits of an ETF
Kym Sheehan
Livewire Markets
Property

What does 'higher for longer' mean for real estate?

While recession is seemingly off the table after a strong September quarter, many are now expecting an interest rate environment that's 'higher for longer'. This...
Chris Bedingfield
Quay Global Investors
Macro

Where the Australian economy is headed and what investors need to know

Insights from the RBA's Marion Kohler, Assistant Governor - Economics (Acting) on the economic outlook.
Sara Allen
Livewire Markets
Asset Allocation

Goldman Sachs' 3 most underpriced market risks for 2024

Plus, a note on how the investment bank's high-net-worth team is investing ahead of next year.
Hans Lee
Livewire Markets
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