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As well as the website, morning note and podcast, Livewire has a YouTube channel. This has taken on a life of its own, with subscribers more than quadrupling to 25,000...

Just five years ago, the level of negative yielding global debt was zero. At that time, at least 40% of the bond market offered investors more than 5% yield. Today,...

Last year’s top stock calls from five fund managers who we invited to the Livewire studio brought the house down with a 59% return. The exercise was meant to be a bit...

Today I write that as much as this columnist might come across to Martin Place’s mandarins as arrogant, supercilious, callous and any other adjectives that describe...

This year alone Microsoft founder Bill Gates added over US$22 billion to his personal wealth, now at an eye-popping total of US$113 billion, making him the world’s...

In a stunning development to start the new year, reporter John Kehoe has unearthed the corporate regulator’s classified advice to Treasurer Joshua Frydenberg imploring...

At Livewire, we’re privileged to have access to some of the best minds in Australia’s funds management industry. Each year we work with and interview hundreds of fund...

Global equity markets have bounced back strongly after a down year in 2018. What is your outlook on equities going forward? We are still constructive on equities in...

(Ed note: First published 31st Dec 2019): We all love quality businesses, but quality usually commands a premium and sometimes that premium is just too high. In the...

Investor sentiment is very bullish, should we be fearful? One-third of S&P 500 companies have seen their year on year earnings decline. Vanilla equity indices are...

In this column I submit 10 big ideas for the next decade, which is bound to be a dangerous one, including: the coming of self-aware artificial intelligence; fusion...

Each year we run the Livewire Outlook Series where we invite a selection of fund managers to share their prophecies for the new year. But we also enjoy throwing in...

2019 has had several unexpected twists and turns, not the least of which has been the return of monetary stimulus. This caused bond yields to fall and equities to...

Our thesis is simple: capitalism is dying and the myopic public policy statism replacing it is breeding a new wave of zombie companies that cannot survive in a...

In this report, our analysts share their sector view and top stock picks for 2020 across a range of sectors including banks and general insurers, LICs and LITs,...

It’s not every day that you sit down with a member of the Australian fund managers hall of fame, let alone the first woman to be inducted. As a 20-year-old female,...

Investing in equities is a long game, with share prices in the short-term influenced by market emotions, forced selling, and Trump tweets – factors that often have...

IMDEX Limited (ASX:IMD) is a mining services company with solid leverage to gold exploration and development activity. The key attraction for us is the strong IP...

Sometimes presents that may be perceived as "boring" can eventuate into the most exciting gifts that you have received. The Magellan Infrastructure Fund invests in...

If there’s just one of our episodes you view this year, make it this one. Senior Whitehouse & Pentagon advisor and Air Force General Robert Spalding joined us to...