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AI has levelled up again: Here's what you need to know

Models have become a lot smarter, but how developers are using them is quickly making and breaking businesses.
+4
Thomas Rice
Minotaur Capital
Alternatives

Stay the course: Blackstone’s Joan Solotar on compounding in private markets

Blackstone's Global Head of Private Wealth says education is essential for investors looking to access the benefits of private markets.
James Marlay
Livewire Markets
Macro

Fed Chair nominee Warsh points to a lower measure of inflation to argue for rate cuts

Warsh has pointed to a less commonly-used measure of inflation that is close to the Fed's target.
Kieran Davies
Coolabah Capital
Equities

In 2026, the earnings multiple will be more important than the earnings

The consensus outlook for 2026 is bullish. But most focus on expected earnings growth, and ignore the all-important earnings multiple
Greg Canavan
Fat Tail Investment Research
Alternatives

Most managers have 30% in software. Apollo has 3%. Here's what it's hunting instead

Eric Hanno explains why Apollo is underweight software and backing hard assets, structured equity and critical infrastructure.
Chris Conway
Livewire Markets
Equities

More beats, fewer misses: ASX reporting season is off to a promising start

Record highs, positive EPS numbers and better results than February - this could be a reporting season to remember, not forget.
Tom Stelzer
Livewire Markets
Investment Theme

AI's agile “appliers”

Hundreds of billions of dollars are being spent on advancing AI. AI capability has surged but the costs to "AI Appliers" have plummeted.
Martin Pretty
Equitable Investors
Investment Theme

Passive is winning the flows. But is it winning the debate?

Passive may dominate inflows, but markets still rely on someone to set prices and back businesses.
Stephanie Gardner
Livewire Markets
Equities

Dear chairman: ReadyTech is in play

ReadyTech has received a takeover offer from TSS, part of the Constellation Software Group of Companies.
Harley Grosser
HD Capital Partners
Macro

Downside protection investing after three RBA rate hikes

Three consecutive RBA hikes. Consumer confidence at 70. The sectors whose earnings hold through it are identifiable. Here is where to look.
Emanuel Datt
Datt Capital
Equities

Six things investors may be getting wrong about AI

With open-source models and falling inference costs, the economics of AI are becoming clearer. Here are six ideas that have reshaped my view
+1
Lachlan Hughes
Swell Asset Management
Equities

Why the Hormuz crisis isn’t crushing S&P 500 earnings

Oil hit $120 again. Last time it coincided with a bear market. This time the AI economy and forgotten economy are rewriting the playbook.
Jason Teh
Macro

Why is Aussie inflation so stubborn?

In response to the re-emergence of inflation (core / trimmed mean) which has dogged Australian policy makers since COVID, last month the Reserve Bank of Australia...
Chris Bedingfield
Quay Global Investors
Equities

The fastest-growing large investment opportunity you’ve never heard of

Shareholder activism in Japan. What is the opportunity, why does it exist, who is already invested, and what is the best way to play it?
James Halse, CFA
Senjin Capital
Equities

What drove the value comeback, and will it last?

After a turbulent 2025, value stocks staged a strong rebound in the second half of the year.
CSL
WES
Dougal Maple-Brown
Maple-Brown Abbott
Equities

Do geopolitical oil shocks cause equity bear markets?

Every geopolitical oil shock spikes the crude price. What it does to equities is far more complicated
BHP
+7
Jason Teh
Macro

Midterms, war and U.S. debt

With the prospect of a full-scale war in the Middle East increasing, with bond yields heating up, and with famed short seller Michael Burry increasing his short...
Roger Montgomery
Montgomery Investment Management
Shares

Now it’s through the ‘Valley of Death’ this tech company is on the up

Little-known cinema-focused tech company Vista Group International has been through a tumultuous few years.
TNE
Lucas Goode
IML
Macro

The RBA to narrowly vote to hike rates in September given high inflation

Still-high underlying inflation has picked up and is running above the RBA's forecast profile.
Kieran Davies
Coolabah Capital
Income

Win 1 of 3 × $250 Gift Cards by taking our survey

How are investors positioning for income in 2026? Complete Livewire’s short survey and go into the draw to win 1 of 3 x $250 gift cards.
Chris Conway
Livewire Markets
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