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Macro

The problem with exponentials

The difference between AI that can handle two-hour tasks vs. multi-week tasks isn't just more capacity. It's a new economic reality.
Charles Ormond
Fat Tail Investment Research
Commodities

3 signs Bitcoin is about to enter a bear market (and 1 that could turn things around)

After it was looking like this time might actually be different, history could be about to repeat itself for Bitcoin.
Tom Stelzer
Livewire Markets
Equities

AI and the Strengthening of ‘Herd Mentality’: Part 2 of 2

This article considers how AI may impact upon decision making under uncertainty thereby increasing the potential for herd behaviour.
Clive Smith
Macro

Shoot you down

US labour market weakening in line with Fed forecasts.
Chris Iggo
BNP Paribas Asset Management
Equities

Taking Greed Out of ‘Herd Mentality’: Part 1 of 2

This article establishes a framework for formulating how information flows impact upon the way investors make decisions under uncertainty.
Clive Smith
Commodities

Up 25% in six months: is the aluminium rally just getting started?

Lazard's Tim Zhao discusses the outlook for aluminum and two stocks he likes for exposure to key energy transition metal.
RIO
S32
Vishal Teckchandani
Livewire Markets
Education

AI: compressing decades of diffusion into single-digit years

The PC took 20 years; AI could take 5. Why compressing decades of growth makes the 'absurd' capex boom appear rational.
Lachlan Hughes
Swell Asset Management
Growth

The 'newest' growth stocks on the ASX: Where are they now?

M&A keeps thinning the ASX growth ranks. We check in on last year's IPO class, how they've performed and the new names worth watching.
+6
Kerry Sun
Livewire Markets
Investment Theme

How to build a safer portfolio. Plus the 4 ASX stocks and strategies 3 fundies recommend

Geopolitical shocks are no longer rare. Three fund managers explain how to position portfolios as uncertainty becomes the baseline.
ALD
GMG
+1
Stephanie Gardner
Livewire Markets
Markets

Ben Griffiths: Beneath the rally, the market is fracturing

Markets hit new highs, but beneath the surface, risks are building. Ben Griffiths explains what investors should be watching now.
Chris Conway
Livewire Markets
Asset Allocation

Morgan Stanley's 2026 outlook on the ASX 200, Aussie banks and rate cuts

Morgan Stanley gives its ASX 200 target, whether we get rate cuts in 2026 and the big themes for the Australian economy.
Tom Stelzer
Livewire Markets
Income

6 investments that just became more attractive under Labor's tax changes

Not all winners are obvious. Discover the asset classes and stocks two experts believe have become relatively more attractive.
BCI
Vishal Teckchandani
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 6 global stocks with big potential you’ve likely never heard of

Sticking to the ASX can mean missing out. In this episode, two experts reveal high-potential global stocks you’ve probably never heard of
+3
Buy Hold Sell
Livewire Markets
Asset Allocation

Finding opportunities beyond the United States

As strong proponents of diversification, we believe now is an opportune time to explore equity opportunities beyond the US.
+5
Dan Farmer
MLC Asset Management
Equities

Brave new world: Flows vs fundamentals

Prolonged overvaluation of mega-cap stocks in recent years may stem from the structural shift in market structure from passive flows
WES
+2
Jason Teh
Education

Sharpen your investment edge: how to see reality better than the crowd

Fisher Investments Australia reviews how asset classes work within your portfolio to deliver your financial goals.
Fisher Investments®
Education

Bullish or bearish on 2026? T. Rowe Price's global leaders have their say

What shocked global investment leaders this year and what can investors expect in the year ahead.
Tom Stelzer
Livewire Markets
Equities

Healthcare's 'out', AI's back 'in'

Australian shares remain 'tricky' as profit warnings continue to be issued, but in the background AI beneficiaries are making a come-back
CSL
DNL
IFT
+2
Rudi Filapek-Vandyck
FNArena
Property

House prices surprised on the upside this year - what’s driving it?

The surge in property prices this year has been stronger than the 3% average rise we expected at the start of the year.
Shane Oliver
AMP
Equities

Who are the best CEO's in the world? 4 top fundies weigh in

Four leading investors reveal the CEOs they believe sit at the very top of global leadership.
+2
Stephanie Gardner
Livewire Markets
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