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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
Funds

Buy and hold for a decade: The stocks this fund manager won't let go of

They have owned Amazon through 14 drawdowns. Here's the process that makes that kind of patience possible and profitable.
+6
Anna Dadic
Livewire Markets
Equities

Which ASX stocks still have a moat in 2026?

A contrarian AI thesis, surprising stock picks and a warning for investors chasing expensive growth.
AGL
ALD
BHP
+12
Stephanie Gardner
Livewire Markets
Equities

Seneca's sliding doors (10x ASX stock predictions)

10x incisive ASX share market predictions in the small and mid-cap space - what to watch in FY27.
+11
Ben Richards
Seneca Financial Solutions
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
Equities

Different paths, shared label

Emerging Markets are grouped together, but have their unique characteristics, which are rarely explored.
Mugunthan Siva
India Avenue
Equities

Is CSL the ASX’s biggest ever blue chip disaster? How the model is broken

Australia's greatest blue chip has lost two-thirds of its value — how did the brokers get it so wrong, and could you have seen it coming?
CSL
Carl Capolingua
Livewire Markets
Buy Hold Sell

Buy Hold Sell: CGT changes be damned, we're hunting ASX growth stocks

Budget noise or not, Aussie innovation rolls on. Oscar Oberg and Alex Shevelev share 6 small-cap growth stocks with big potential.
IPG
MP1
+3
Buy Hold Sell
Livewire Markets
Growth

PME, WTC, TNE — the SaaSpocalypse decoded: what killed ASX growth stocks, and what comes next

AI didn't kill ASX SaaS stocks – it killed the multiples investors would pay for them. That distinction could make or break your portfolio.
360
CAR
HUB
+7
Carl Capolingua
Livewire Markets
Macro

The big RBA forecast miss on Q3 inflation

Inflation spiked in Q3, posting one of the largest ex-COVID increases in the inflation targeting era, well above the RBA's forecast.
Kieran Davies
Coolabah Capital
Commodities

Gold, oil, copper, lithium: How to play major commodities right now

Janus Henderson's Darko Kuzmanovic on the lay of the land for the resources making news right now and where he's seeing opportunities.
Tom Stelzer
Livewire Markets
Equities

The next winners in global equities may be hiding in the market’s most ignored corners

Pzena Investment Management says extreme global dispersion has created a fertile environment for value investors.
Stephanie Gardner
Livewire Markets
Equities

4 market shock scenarios and the 40 stocks that will be rocked

The Australian and global stocks that would be impacted by some of the big risks on Plato Investment Management's radar
29M
360
+18
Dr David Allen
Plato Investment Management
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