Home Wires popular

popular wires

Macro

Where does the Fed go from here?

The policy outlook is exceptionally complex, with a new Fed Chair in the wings, elevated oil prices, and a low-hire, low-fire labour market.
Seema Shah
Principal Asset Management
Macro

Escalating Middle East tensions shift the balance of risk on oil price

Markets have absorbed $100 oil. The question is whether escalating Middle East tensions push it somewhere they can't.
Seema Shah
Principal Asset Management
Equities

AI leaves its mark on corporate earnings

Earnings season provided a watershed moment on how AI deployment is now impacting financial performance.
+5
Denny Fish
Janus Henderson
Reporting Season

Why Rudi Filapek-Vandyck thinks 60% of the ASX could finally have its moment

Rudi Filapek-Vandyck previews reporting season, explains the coming market "flip" and shares the ASX stocks on his watchlist.
BRG
CCL
+2
James Marlay
Livewire Markets
Equities

From the Great Depression to today: its all been about time, not timing

Time in the market beats timing the market!
Dr David Allen
Plato Investment Management
Shares

BHP FY26 scorecard: record iron ore, soft copper guidance – and a dividend surprise brewing

BHP capped FY26 with record iron ore and copper output, but lower FY27 copper production guidance gave the market a reason to sell.
BHP
RIO
Carl Capolingua
Livewire Markets
Investment Theme

Why “AI bubble” forecasts will continue to be wrong in 2026

Bubbles burst on hype. This cycle is built on earnings, infrastructure and productivity, and 2026 may be the biggest year yet.
William Taylor
ETF Shares
Shares

7 ASX stocks and the themes top-performing managers are backing

We analyse insights from FY26's top-performing Australian equity funds spanning different mandates and styles, and discuss their top stocks.
Chris Conway
Livewire Markets
Outlook Series

The big risks investors should be paying attention to in 2026

Markets are holding up, but risks are building. From valuations to AI and debt, here’s what investors should watch in 2026.
Anna Dadic
Livewire Markets
Commodities

Oil: Only one trade matters

Forget precious and critical metals; oil and gas stocks could emerge as the true hedge against geopolitical risk in the months to come.
BPT
James Cooper
Fat Tail Investment Research
Markets

10 actionable investment ideas for the year ahead

A slowing economy, policy missteps and a property downturn shape a cautious FY27 outlook, but selective opportunities remain.
Dion Hershan
Yarra Capital Management
Outlook Series

The winners of the next cycle? Airlie argues they’re already in front of you

Airlie says 2026’s biggest themes are already here and three ASX compounders remain undervalued.
NWS
RMD
Matt Williams
Airlie Funds Management
Equities

Long live software: Part I

Why Infinite Code Doesn't Build Infinite Moats
Damon Callaghan
ECP Asset Management
Growth

The liquidity crunch is brutal. It’s also creating the best opportunities in years

Leverage is out, earnings are in. Neuberger's Gabriel Ng on what separates the winners from the rest.
Anna Dadic
Livewire Markets
Equities

Brace for flood of news about impact of diesel shortage on miners

But crisis is not expected to affect juniors’ drilling programs; Killi investors get set for acquisition news as Power and Parsons sign up.
ASL
BGL
+6
Barry FitzGerald
Independent Journalist
Investment Theme

Can I have your attention, please?

2026 likely won’t be a smooth bull market. It will reward investors who stay engaged, question consensus, and learn from experienced hands.
Chris Conway
Livewire Markets
Property

Is being a landlord still worth it?

The Australian faith in property runs deeper than any tax break, but the post-Budget state of play has certainly made it less attractive.
Keith Ford
Livewire Markets
Shares

Overreaction? 5 ASX stocks this fundie is snapping up

Markets are punishing companies despite solid results. One portfolio manager explains where he sees opportunity.
L1G
+6
Stephanie Gardner
Livewire Markets
Commodities

Silver ceiling: why solar may cap the precious metal’s run

Speculation drove silver’s surge, but the high prices are now pushing solar makers to switch to copper.
ASL
S32
SVL
+1
Jason Teh
Growth

Did ASX software stocks just find their catalyst?

Kerry Sun's chart shows ASX software stocks are stirring. Ben Clark and Henry Jennings explain why Microsoft's results could add momentum.
360
PME
TNE
+3
Vishal Teckchandani
Livewire Markets
1321-1340 of 39268