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Equities

Where Wilson Asset Management sees value in the current market

And Geoff Wilson’s advice from more than 40 years of investing.
CSL
DXS
GMG
+5
Sara Allen
Livewire Markets
Education

Druckenmiller: Things are going to break and equities are not the place to be

Two Wall Street titans, Paul Tudor Jones and Stanley Druckenmiller, sit down for a fireside chat
Chris Conway
Livewire Markets
Daily Report

The Match Out: Stocks chalk up 4-day rally as bond yields fall

The daily Match Out for Friday 3 November 2023 with James Gerrish of Market Matters
MQG
ORG
+3
James Gerrish
Market Partners
Alternatives

The topic getting insiders at Apollo excited right now

A rebalancing is taking place in markets that is creating a lot of excitement for the team at Apollo.
James Marlay
Livewire Markets
Commodities

The graphite lesson… expect more critical metal shortages

Former geologist, James Cooper, warned investors ahead of China's shock announcement of export restrictions on graphite... So what's next?
James Cooper
Fat Tail Investment Research
Equities

An undervalued small cap growth story

Environmental Group (EGL) is exposed to several secular growth markets and is run by a management team that has done it before.
Harley Grosser
HD Capital Partners
Equities

The real reason Macquarie Group is starting a $2 billion buyback despite a 40% profit fall

Tougher conditions for equity markets and especially deal making cause a rare downturn for Macquarie.
MQG
Hans Lee
Livewire Markets
Education

A beginner’s guide to battery metals (and 14 ways to invest)

Geopolitics and energy shortages underpin the investment thesis for the likes of lithium, nickel, rare earths and copper.
A1M
+11
Glenn Freeman
Livewire Markets
Views from the Top

Schroders' three 'best value' assets as recession risks linger

Many gauges of recession risk look at the “what” but overlook crucial aspects of “when”, says Schroders’ Sebastian Mullins.
James Marlay
Livewire Markets
Expert Insights

Worried about another rate hike? State Street says high probability multiple hikes are coming

State Street’s fixed income team says the RBA has plenty more work to do.
James Marlay
Livewire Markets
Macro

Markets are less sure the Fed and RBA will hit their inflation targets

Market measures of expected inflation have picked up, which is unusual this late in the cycle.
Kieran Davies
Coolabah Capital
Education

Bitcoin news you didn’t see in the Fin Review

Here's a summary of all October's bitcoin news that you didn’t see in the Fin Review.
Daniel Pickering
ListedReserve
Alternatives

An expert answers your top 10 questions on alternatives

We reached out to Lucerne Investment Partners's founder and CEO, Anthony Murphy, to answer your questions on this burgeoning asset class.
Ally Selby
Livewire Markets
Daily Report

The Match Out: The Fed helps support equities, Origin bid in doubt despite improved price

The Match Out for Thursday 2 November with James Gerrish of Market Matters.
CSR
+7
James Gerrish
Market Partners
Investment Theme

How this investor is trying to solve a crisis that will affect 8 million Australians

The mental health epidemic could cost US$6 trillion by 2030.
Hans Lee
Livewire Markets
Equities

Goldman Sachs: What’s ahead for the banks (and which 2 are rated BUY)

Goldman Sachs analysts recently previewed the banks ahead of FY23 reporting, which kicks off on 6 November.
+1
Glenn Freeman
Livewire Markets
Equities

Why we're still backing this ASX materials play, despite a soft quarter

Allan Gray's Simon Mawhinney explains the virtues of being a patient investor, particularly when the immediate evidence is less than ideal.
AWC
Simon Mawhinney
Allan Gray
Private Markets

Why higher rates are good for the world (and which stocks can do well)

In episode 23 of Stocks Neat, Co-Portfolio Manager Gareth Brown and CIO Steve Johnson discuss the opportunities available for investors in the current interest rate...
Steve Johnson
Forager
Equities

Why November kicks off the strongest period for stocks

November is typically a positive month for stocks, and over the last 10 years it has been extremely strong
Carl Capolingua
Livewire Markets
Daily Report

ASX 200 to rally, S&P 500 marks best day since April + Charts of the Week

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