Home Wires popular

popular wires

Equities

Defence on a defensive multiple? No, Tanks

ASX Defence vs global primes: Tech cohort at a premium, yet growth unearned; Services at a discount, despite sovereign-backed contracts.
ASB
CDA
CVL
+10
Ryan Lim
Alpha Insights
Equities

Value Investor Alert: Benjamin Graham may have been right all along

The information revolution and AI may make the greater levels of diversification advocated by Benjamin Graham increasingly relevant.
Clive Smith
Equities

2026: The year Google will defeat Anthropic and OpenAI

The Apple–Google partnership signals Apple’s decision to stay in its lane, a move that brings Google one step closer to winning the AI race.
Cliff Man
ETF Shares
Equities

Zimbabwe lithium ban sparks warnings of supply deficit this year

Lithium developers set to go – think PMT, Develop, Venari; Tungsten’s booming and Norm Seckold’s Minerals Exploration could be a winner.
EQR
IGO
+6
Barry FitzGerald
Independent Journalist
Equities

Aussie consumer confidence crashed but history says it's time to shop for retail stocks

Consumer confidence just posted its worst monthly drop since COVID. History suggests it's a good time to buy retail stocks.
Kerry Sun
Livewire Markets
Equities

Nev Power-led Killi aims to be niche supplier of high-value iron ore to low-emission mills

Plus, Beament’s Develop set to be Trafigura’s mining arm. And Larvotto bid sees Hammer join growing list of disappearing ASX copper stocks.
ASL
BGL
+7
Barry FitzGerald
Independent Journalist
Equities

Is this the best comeback trade no one is talking about?

A weaker US dollar, low valuations and fast growth are reshaping the opportunity in emerging markets.
Chris Conway
Livewire Markets
Equities

Is your portfolio too US-centric?

How financial advisers and fund managers are managing risks in the US and adjusting their portfolios.
Sara Allen
Livewire Markets
Macro

Lazard's Ron Temple's three core convictions and where investors should be looking now

The chief market strategist is bullish on EM but worried about geopolitical risk in 2026.
Tom Stelzer
Livewire Markets
Equities

Saaspocalypse? Not Now!

Why it's important to remember that not all software businesses are built the same.
Alex Shevelev
Forager
Equities

Stop asking if there's a stock market bubble. Ask this instead

As stock bubble fears rise, accelerating corporate earnings and AI spending suggest the market rally is backed by real power.
Damien Klassen
Nucleus Wealth
Equities

Host of juniors rusting on to soaring tin as it becomes the glue of electrification

Sky leads a list of explorers-cum-developers which are revelling in a strong price for a metal seen as too small a market for the big boys.
+4
Barry FitzGerald
Independent Journalist
Investment Theme

Summarising my current AI thesis – Part 1

The primary financial engine behind the AI buildout is suffering a severe cash bleed.
Roger Montgomery
Montgomery Investment Management
Asset Allocation

T. Rowe Price's 5 bubble-spotting metrics and the stocks they're backing now

While some warning signs are there, we're not even halfway this the tech-driven rally. The key is staying in the race.
Tom Stelzer
Livewire Markets
Equities

A biotech renaissance

Strong clinical data, record deal activity and renewed investor confidence are driving the next phase of growth and outsized returns.
+4
Charlie Williams
HB Biotechnology
Investment Theme

The 5 forces this US$1 trillion player is paying attention to

AI investment, easing inflation and falling rates are reshaping markets. Here’s where opportunity may emerge in 2026 according to Blackstone
Chris Conway
Livewire Markets
Equities

3 perceived AI-losers that aren’t

When it comes to AI, rather than picking the winners, the bigger opportunity may be identifying businesses misperceived as losers.
Stephen Arnold
Aoris Investment Management
Equities

Woolworths and Coles are surging. Here's what it means for the broader market

The ASX 200 staples sector is outperforming the broader market by a wide margin. History has a blunt warning for anyone tempted to chase it.
COL
Kerry Sun
Livewire Markets
Investment Theme

Emerging markets delivered 43% in FY26: How ClearBridge played it and where it's looking next

Few sectors could match the performance seen across certain parts of the emerging markets sector in 2026. And the story is still being told.
Tom Stelzer
Livewire Markets
Equities

Where to find value in a market obsessed with momentum

Momentum is dominating markets, but dispersion is creating "lumpy and attractive" opportunities for value investors willing to explore.
Anna Dadic
Livewire Markets
901-920 of 38993
The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

Register Now