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Macro

Opinion: RBA’s Bullock throws another soft punch at inflation

The RBA keeps nibbling at inflation with 25-basis-point hikes. It’s time Bullock considered the bitter medicine Australia needs.
Vishal Teckchandani
Livewire Markets
Macro

Slower core inflation reduces the odds of an RBA rate rise in November

Core inflation slowed in August, reducing the odds of an expected RBA rate rise in November.
Kieran Davies
Coolabah Capital
Shares

Where two of the market’s best contrarians are finding opportunity now

Alec Cutler and Simon Mawhinney reveal the unloved stocks, sectors and assets catching their eye as capital shifts across markets.
Chris Conway
Livewire Markets
Private Markets

Former Google CEO Eric Schmidt: The Road to Superintelligence

Capital is the real constraint on AI. Energy, land, and chips can all be bought, so capital is the one thing that could slow AI demand.
Blackstone .
Blackstone
Macro

Overvalued stock markets are becoming a lever of US government policy

Why recent statements by the US administration point to the increased use of stock markets as a quasi lever of government policy.
Clive Smith
Property

Mortgage holders are coping, but the pressure is building

Interest-only lending is rising as both owner occupiers and investors look to manage cashflow as mortgage rates remain high.
Nerida Conisbee
Ray White
Commodities

5 reasons why investors should consider physical gold

Gold ETFs are coming back. Here, we assess why now and what to consider.
Arian Neiron
VanEck
Property

AREIT reporting season: 8 key takeaways

Despite fears over higher interest rates, strong rental growth, solid balance sheets, and constrained supply are driving AREIT returns.
Mario Saccoccio
Dexus Real Estate Securities
Equities

The AI buildout nobody's pricing

For the past two years the AI trade has been told as a chip story. It is now also a materials, energy and industrial story. Physical AI, power, land, cooling,...
Billy Leung
Global X ETFs
Macro

On the ground in New Zealand: Signs of improvement

New Zealand’s recovery remains uneven, but stronger agriculture, infrastructure investment and cheap valuations are creating opportunities.
WAA
WAM
WAX
+1
Oscar Oberg
Wilson Asset Management
Livewire Live

Predicting the world's biggest stock - did Antipodes' Vihari Ross get it right, and what is she backing next?

A year ago, Antipodes' Vihari Ross called Google the buying opportunity of the decade. How did her call turn out?
Tom Stelzer
Livewire Markets
Education

Why natural disasters don’t affect markets

Fear abounds when natural disaster strikes—why it pays for investors to stay cool.
Fisher Investments®
Buy Hold Sell

Buy Hold Sell: 8 ASX stocks for attack and defence

The AFL Grand Final is here and so we're taking a look at some of the ASX's most popular attackers and defenders.
360
ALD
BXB
+5
Tom Stelzer
Livewire Markets
Macro

Dr Joanna Syroka - Too big for balance sheets

I speak with Dr. Joanna Syroka of Fermat Capital Management to unpack the structural capacity deficit hitting traditional insurance markets.
David Clark
Koda Capital
Education

The most important number in investing

The US 10-year Treasury yield is nearing 5%. Its level matters, but the reason it is rising matters more.
Russel Chesler
VanEck
Livewire Live

James Hawkins: Yes to resources, no to Aussie consumers

L1 Capital's James Hawkins breaks down the 3 sector buckets powering his concentrated 10-stock fund.
+2
Callum Newman
Mining.com.au
Property

The banks that mortgage brokers rate best (and worst) in 2026

Macquarie's annual mortgage broker survey shows what brokers are seeing on the ground, and what it means for the banks and their investors.
Anna Dadic
Livewire Markets
Investment Theme

Data centres: existing beats imaginary

AI demand is accelerating while grid constraints limit supply. Existing connected data centres may offer lower-risk income for investors.
David Kruth
Dexus Real Estate Securities
Equities

BHP’s greatly overvalued because copper’s been hugely overhyped

It’s an excellent company whose future is bright. Unfortunately, bulls are massively exaggerating – and thus considerably overvaluing – it.
BHP
Chris Leithner
Leithner & Company Ltd
Equities

Why Ampol's Lytton refinery could drive a $3-$5 re-rate

We believe the market underappreciates the strategic value of their Lytton refinery asset.
ALD
Airlie Funds Management
Airlie Funds Management
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