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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
Equities

Orion’s funding-offtake deal with Glencore reflects growing scramble for copper, zinc

FireFly’s huge resource increase shows it's set to join the copper party; Ausgold’s big drilling campaign could reshape the WA gold project.
AUC
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 ASX stocks that crushed it in FY26 (and two that should kick on)

These stocks were among FY26's standout performers. Can they can do it again in FY27? Reece Birtles and Marcus Ryan weigh in.
APA
BHP
+4
Buy Hold Sell
Livewire Markets
Equities

This AI narrative flip has delivered a 77% takeover windfall

Investors able to identify stocks that successfully transition from “AI loser” to “AI winner” status are striking gold.
+1
James Rodda
Antipodes
Investment Theme

The winners in the AI decade won’t be who you expect

RQI Investors reveal where real AI value is emerging and why infrastructure, not applications, will drive long-term returns.
Stephanie Gardner
Livewire Markets
Macro

Finally, some data from the US

The September jobs report showed a very robust 119,000 gain in payrolls, topping all consensus expectations and pointing to a rebound following August’s revised...
Seema Shah
Principal Asset Management
Wealth

Are we just a bunch of bloody first-world whingers?

We've spent the past week behaving like an economic apocalypse just arrived on a Jetstar flight from Canberra. Is the panic warranted?
Vishal Teckchandani
Livewire Markets
Education

Markets haven’t changed: prices still move more than business value

Modern markets consistently present opportunities for the patient, rational investor.
CGS
PPS
Harley Grosser
HD Capital Partners
Education

Peak popularity for ETFs?

Investors are surging into the sector, just as markets reach extreme valuation levels
Greg Canavan
Fat Tail Investment Research
Education

Why we’ve never held tech – and have long owned energy

Over periods up to 10 years, tech doesn’t reliably outperform coal, gas and oil – and over longer terms tech usually underperforms energy.
Chris Leithner
Leithner & Company Ltd
Investment Theme

Poll of the week: Who are you in this market?

Are you jumping on the market cart or stepping aside? In a world obsessed with AI and Nvidia, this piece asks who you really are.
Chris Conway
Livewire Markets
Equities

When markets get tricky, you need horsepower. VanEck's ALFA has it

VanEck’s ALFA ETF blends data, computing power and long/short discipline to find winners and shorts across the ASX. Here’s what drives it.
CSL
+1
Chris Conway
Livewire Markets
Asset Allocation

Why institutional capital is finally paying attention to cricket

Cricket has arrived in markets where it was once invisible, and investors are moving with the urgency of those who see the window opening.
Teiki Benveniste
Ares Wealth Management Solutions
Equities

CBA vs NVIDIA: A tale of two giants

With giant returns come giant risks.
Alastair MacLeod
Elston Asset Management
Expert Insights

This fund proves capital can deliver returns and impact - for good

What if investment fees could fund real social change? The Future Generation Women Fund is backing top managers while tackling inequality.
Anna Dadic
Livewire Markets
Equities

Last year's Sohn picks returned 38%. Here are the 9 new ideas from this year's conference

From steel and cement to UFC and AI software, nine fund managers share their highest conviction Sohn Hearts and Minds stock ideas.
+3
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 small-cap hidden gems worth your attention

Two small-cap experts uncover five under-the-radar stocks with unique catalysts and big potential for investors.
EOL
L1G
+2
Buy Hold Sell
Livewire Markets
Macro

CIO View: Upbeat bond opportunities, European investors’ optimism and China’s new five-year plan

Rising fixed income opportunities
Chris Iggo
BNP Paribas Asset Management
Growth

3 ASX stocks a microcap fund manager is backing through the uncertainty

2000 meetings a year can teach you a lot about picking growth stocks. Yarra's Joel Fleming shares what he's buying, selling and watching.
EOL
+1
Anna Dadic
Livewire Markets
Equities

Why do so many Forager investments end in takeovers?

Buying cheap, backing strong management, and spotting strategic value: why Forager often sees takeovers
Alex Shevelev
Forager
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