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Has the RBA killed ASX growth? WAM's Matt Haupt on the winners and losers

Wilson Asset Management's Matt Haupt says the RBA's decision had been in the post. He's more interested in the global growth story.
Tom Stelzer
Livewire Markets
Macro

About the Donald - you should worry less about these 2 things

And coming next week - 1 thing to actually worry about.
Sebastian Ferrando
Koda Capital
Growth

On the hunt for 10-baggers (and what to do if you find one)

Seneca’s Luke Laretive explains what separates genuine 10-baggers from market hype, and why patience matters most.
+3
Patrick Poke
Livewire Markets
Investment Theme

Power surge: The infrastructure boom investors shouldn’t ignore

Power demand from data centres and onshoring is transforming US utilities and midstream assets and creating fresh value for investors.
Sarah Shaw
4D Infrastructure
Investment Theme

Brookfield: How infrastructure can deliver returns, diversification and yield

Brookfield's Sam Garetano on the evolving role infrastructure can offer investors and why Brookfield's going big on Australia.
Tom Stelzer
Livewire Markets
Shares

The ASX's "great mispricing": Airlie's Emma Fisher on the stocks finally back in the frame

One upshot of the much-discussed market dislocation is that great companies are back at prices where they represent good value.
CAR
Tom Stelzer
Livewire Markets
Education

Speculators in gold are playing with fire

Holding it doesn’t abate risks such as modest consumer price inflation; yet owning it at today’s prices creates a significant risk of loss.
Chris Leithner
Leithner & Company Ltd
Private Markets

Private credit: a roadmap for a confident and informed sector

When done well, private markets benefit those seeking capital, investors and borrowers and the wider economy.
Calissa Aldridge
ASIC
Equities

Gen AI buildouts spur tech Infrastructure boom

Picks and shovels providers are generating strong tailwinds in a 'once-in-a-decade' cycle
+4
ClearBridge Investments
ClearBridge Investments
Macro

Code, build and repeat

Stock market returns of more than 20% are common around the world this year.
Chris Iggo
BNP Paribas Asset Management
The Rules of Investing

The property assets still trading at a discount as investors chase growth

Global REITs are trading at rare discounts as investors chase growth. Chris Bedingfield says patience is the edge in property.
SCG
The Rules of Investing
Livewire Markets
Investment Theme

Vihari Ross: A generational cycle is starting, and investors are still on the sidelines

Ross said the energy transition would trump AI as the decade’s biggest capital cycle. A year on, she says the numbers still back her view.
Stephanie Gardner
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Will this be a good year for ASX growth stocks?

After a mixed 2025, the fundies discuss what's in store for growth in 2026 and share a top ASX pick.
REA
Buy Hold Sell
Livewire Markets
Funds

$3 trillion in revenue, 17% growth, and a dose of bubble risk

Big tech fundamentals remain strong, but Magellan flags froth, IPO mania, and rising speculative excesses.
+3
Stephanie Gardner
Livewire Markets
Alternatives

Metrics' Andrew Lockhart on where real estate debt fits in your portfolio

The Metrics managing partner says private real estate debt may offer the protection investors search for when things look toppy.
Tom Stelzer
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 ASX stocks built to handle tough conditions

When markets turn soggy, only the sure-footed survive. We're on the hunt for the wet-track wonders, built to thrive in tough conditions.
ANN
RMD
+2
Buy Hold Sell
Livewire Markets
Commodities

Argentina: A hotbed for copper discovery

Geologist James Cooper details why Argentina is emerging as the next major copper province. Same geology as Chile, but barely explored.
BHP
RIO
James Cooper
Fat Tail Investment Research
Buy Hold Sell

Buy Hold Sell: 5 ASX stayers built to go the distance

Spring racing is here and we’re backing market “stayers” — enduring performers built to last. Which quality compounders make the grade?
CAR
CSL
+2
Buy Hold Sell
Livewire Markets
Equities

Beyond US$5 trillion: Qiao Ma’s Nvidia call keeps gaining momentum

Wall Street’s Nvidia targets are surging to as much as US$350, echoing Qiao Ma’s conviction that the AI leader’s run is far from over.
Vishal Teckchandani
Livewire Markets
Education

The 6 best trading books for ASX investors looking to take the next step to success

From hot tips to hard lessons – six timeless trading books that show how real success comes from consistency and discipline, not luck.
Carl Capolingua
Livewire Markets
1701-1720 of 38994
The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

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