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Offering solutions in a complex and evolving energy market: stock in focus – SSE

Infrastructure will play a pivotal role in global efforts to decarbonise energy while improving security at an affordable price.
Andrew Maple-Brown
Maple-Brown Abbott
Funds
Sponsored

A portfolio of under-appreciated, mispriced and winning stocks

Companies that are best positioned to champion and win from this structural change
Nick Griffin
Munro Partners
Investment Theme

AI ChatGPT – the next great hype cycle?

Portfolio manager Alison Porter discusses the development of ChatGPT and the implications of its release on the tech sector.
Alison Porter
Janus Henderson
Equities

A delayed reckoning

Equity markets had momentum coming into 2023, but has the economic data now become too bad for investors to ignore?
Neuberger .
Neuberger
Undiscovered Funds
Sponsored

This is a once-in-a-generation opportunity to generate alpha

With the era of cheap and easy money now behind us, there are still plenty of opportunities to generate alpha ... On the short side.
WBT
+5
Dr David Allen
Plato Investment Management
Property

Structural tailwinds favour this side of property, says Charter Hall

In a challenging property market, Charter Hall delivered positive returns. We learn why from Direct CEO, Steven Bennett.
COL
WES
Sara Allen
Livewire Markets
Daily Report

Morning Wrap: S&P 500 higher as tech stocks jump, ASX set to rise

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

The stranger than life story behind Wall Street’s $16 billion hedge fund manager

Citadel Investment Partners have shattered a 15-year old record for the most money made in a single year. But how did they do it?
+8
Hans Lee
Livewire Markets
Equities

The ASX tech company dominating its space and why we're backing it

2022 was a difficult year for listed technology businesses. Rising interest rates, slowing growth and heightened scrutiny of business models drove the NASDAQ and the...
CAR
Tim Carleton
Auscap Asset Management
Property

A parma, a pint, and a profit

There is much written about office, industrial, and retail property; however, the proliferation of specialised real estate investment trusts (REITs) is also...
CHC
COL
+5
Stuart Cartledge
Phoenix Portfolios
Equities

Copper threatens to outshine lithium, putting leveraged juniors in the frame

Forecasts of supply deficits suggest red metal will get red hot, making smaller stocks such as New World Resources an investor’s playground.
BHP
+3
Barry FitzGerald
Independent Journalist
Macro

Bulls beware – this rally is about liquidity, not fundamentals

Greg Canavan explains how liquidity flows are driving equity markets higher to start the year, and why they may not last
Greg Canavan
Fat Tail Investment Research
Education

Media Worth Consuming – January 2023

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Equities

This global fund manager outperformed the market by almost 30%. Here's how they did it.

Co-CIO Chad Padowitz takes us through Talaria's investment process and the stocks that have driven their market-leading performance.
+1
David Thornton
Livewire Markets
Investment Theme

Battleground 2023: Our predictions for the year ahead

Moving into 2023, what are the key issues likely to be for the year ahead?
BHP
FMG
RIO
Erin Kuo-Sutherland
Yarra Capital Management
Macro

Living in the New ‘New Normal’

After a hugely successful year running large (negative) momentum strategies on a wide range of assets, Macro traders have been more cautious in their ‘bets’ so far...
Mark Tinker
Toscafund HK Limited and Market Thinking Limited
Outlook Series

3 top stocks from the best-performing equities manager on Livewire over the past 5 years

In depth with the head of the most-viewed fund on Livewire for 2022, Claremont Global's Bob Desmond.
+8
Chris Conway
Livewire Markets
Daily Report

Morning Wrap: US stocks rally as market digests GDP and earnings, ASX set to rise

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

How the best-performing Aussie equities manager is tackling 2023

Want to learn how to dominate markets this year? Livewire reached out to the top-performing Aussie equities manager from 2022 to find out.
AWC
BLD
+12
Ally Selby
Livewire Markets
Macro

Should You Still Bet Against the Bank of Japan?

One of the most fascinating developments in financial markets over the past year has been the Bank of Japan (BOJ) and its policy of yield curve control (YCC). It has...
Janu Chan
Bitesized Economics
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