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Equities

Baxter’s recovery story: When temporary pain creates lasting value

All four of Baxter’s headwinds are company-specific and temporary, with resolutions underway.
John Goetz
Pzena Investment Management
Equities

The Magnificent Seven can’t carry the market forever

Market concentration is soaring and Big Tech rules the stage. But behind the glare, another corner of the market is quietly stirring.
John Goetz
Pzena Investment Management
Equities

They were early on Nvidia, Tesla and Amazon. Here’s what they’re backing now

Scottish manager Baillie Gifford may be "genetically miserable" but wild optimism has been the key to its success.
Tom Stelzer
Livewire Markets
Equities

5 long and short stock calls from Sohn London

Fresh from Sohn London: big shorts, bold longs, and sharp calls across fintech, med-tech, industrials and more. Here are the key ideas.
Chris Conway
Livewire Markets
Equities

How to profit from trickle down AI-nomics

The biggest players in the AI game have rocketed to the top of market cap lists, but there is value right through the supply chain.
Keith Ford
Livewire Markets
Equities

Still the most important stock in the universe

NVIDIA’s results test the strength of the AI boom, underscoring a market split between weak consumers and relentless corporate AI demand.
Damien Klassen
Nucleus Wealth
Exchange Traded Funds (ETFs)

5 top investing ideas from ETF Investor Day

Investors got the chance to ring the opening bell at the TSX and hear top ETF ideas from the experts. Here’s how Aussies can play them.
+6
Vishal Teckchandani
Livewire Markets
Equities

7 ASX tech stocks rated a Strong Buy (including two that could double)

The SaaSpocalypse may be over for Australian tech stocks. Are these the ones to rebound?
360
+5
Tom Stelzer
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 4 ASX miners to watch as the gold price reboots

A 70% rally. A 20% correction. With macro tailwinds returning, is gold primed for a reboot and which ASX miners stand to benefit?
BGL
PNR
+1
Buy Hold Sell
Livewire Markets
Education

It’s probably a bubble, but there is plenty else to invest in

AI looks like a classic investment bubble to us, with very high valuations and signs of rampant speculation. But we recognize that while many investors harbour fears...
Ben Inker
GMO
Equities

Is there an AI bubble? And is there still value? Both can be true.

AI has all the signs of a bubble, yet deep value sits beneath the hype.
+2
Lachlan Hughes
Swell Asset Management
Funds

What the market is missing in mid-caps right now

Promotions, fallen angels, and real earnings power. Ausbil’s David Lloyd reveals what’s shaping the mid-cap universe at the moment.
360
PLS
+2
Stephanie Gardner
Livewire Markets
Expert Insights

Christopher Joye's 4-step recipe for fixing a broken Australia

Coolabah's Christopher Joye says Australia is becoming one of the world's least attractive places to invest. Here's how he'd turn it around.
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 6 hot ASX commodity stocks

Six top commodity stock ideas from two of Australia’s best resource investors. No themes, no noise - just high-conviction buys right now.
+2
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Why these advisors are trimming gold (plus two global ETFs they’re buying)

We put our guests to the test on more of your most-tipped ETFs in this BHS bonus episode.
+6
Buy Hold Sell
Livewire Markets
Income

Why smart investors keep cash on hand and don't chase the highest yield

Two advisers share how they're positioning portfolios for the years when cash flow matters most.
Vishal Teckchandani
Livewire Markets
Equities

Why Xero won Australia, but will struggle in America

Xero won Australia by riding the shift to cloud. But in the US, Intuit’s scale, data and regulatory depth make it almost untouchable.
XRO
Lachlan Hughes
Swell Asset Management
Equities

A microcosm of overpriced stock markets

Markets split between costly AI and undervalued sectors. Vaccine makers offer cheap valuations and steady income amid uncertainty.
Damien Klassen
Nucleus Wealth
Equities

“Apple won’t be in the Magnificent 7”: Fundies back Alphabet as top tech pick after Buffett’s big buy

Tech equity specialists Jacob Mitchell, Cliff Man and Ryan Joyce unpack what Berkshire’s latest bet on Google really signals.
Vishal Teckchandani
Livewire Markets
Equities

Biotech reawakens: policy clarity, breakthrough data and a surge in M&A

Global Biotech is surging as policy fears fade and innovation takes centre stage. Here’s what’s driving the comeback into 2026.
CSL
+10
Charlie Williams
HB Biotechnology
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