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Reporting Season

$8 billion in new FUM, 20K new accounts and a massive runway ahead, says Netwealth CEO

Matt Heine says growth is shifting from platform wins to adviser productivity, technology gains and deeper client engagement.
Anna Dadic
Livewire Markets
Reporting Season

Copper dethrones iron ore as crown jewel, as BHP goes big on dividends and revenue

BHP CFO Vandita Pant says the world's largest miner is gunning for more growth after impressive H1 result.
BHP
Tom Stelzer
Livewire Markets
Macro

Lazard's Ron Temple's three core convictions and where investors should be looking now

The chief market strategist is bullish on EM but worried about geopolitical risk in 2026.
Tom Stelzer
Livewire Markets
Investment Theme

Padley: The rules have changed (for now)

Fundamentals don't matter and momentum is the game. If you want to play it, Marcus Padley says you need to start thinking like a computer.
James Marlay
Livewire Markets
Fund in Focus

"Something really exciting": Why microcaps should be on your radar

The smallest part of the market offers a huge investible universe and the opportunity for genuinely impressive long-term growth.
Tom Stelzer
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 15 ASX ETFs for every investing level

Whether you're a beginner or a seasoned investor, here are 15 ETF (and LIC) ideas for DIY portfolio design.
+12
Buy Hold Sell
Livewire Markets
Equities

Are software stocks having a "Kodak" moment?

AI is upending software models, driving a sell-off and exposing which firms have data moats and which rely on seat-based demand.
+5
Damien Klassen
Nucleus Wealth
Reporting Season

Is last week's reporting season carnage a sign of things to come?

I sat down with my old running mate, Henry Jennings, to unpack a volatile week of reporting season.
AMP
CAR
+7
Chris Conway
Livewire Markets
Equities

Microcap masterclass: Yarra's Joel Fleming on making the most of the small end of town

A broadening rally in microcaps will bring plenty of opportunities for finding tomorrow's winners. Here's how Yarra is approaching it.
Tom Stelzer
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 of your top-tipped ASX-listed ETFs put to the test

Quality, yield, resources or tech? From core staples to bold thematics, we put your favourite ETFs for 2026 under the microscope.
+5
Buy Hold Sell
Livewire Markets
Equities

Evolution's dividend bonanza & breaking down the CBA & AGL results

Watch Plato Investment Management's latest February Reporting Season Update
AGL
Peter Gardner
Plato Investment Management
Shares

In a world gone mad, it’s all about earnings growth for Catriona Burns

Markets may be factor-led for now, but Catriona Burns believes earnings growth will ultimately drive share prices again.
Chris Conway
Livewire Markets
Property

Why the latest capital gains tax tinkering infuriates me

In our Poll of the Week, I argue landlords are being scapegoated to feed a government with a spending addiction. Vote and have your say.
Vishal Teckchandani
Livewire Markets
Commodities

A wipeout for the silver surfers

Silver’s surge has flipped into a sudden wipeout — raising the stakes for investors bracing for the metal’s next big wave.
Damien Klassen
Nucleus Wealth
Reporting Season

Rudi: Where can you find shelter as winter arrives for tech stocks?

FNArena's market veteran says investors should brace for volatility and approach the market with caution.
James Marlay
Livewire Markets
Equities

What drove the value comeback, and will it last?

After a turbulent 2025, value stocks staged a strong rebound in the second half of the year.
CSL
WES
Dougal Maple-Brown
Maple-Brown Abbott
Buy Hold Sell

Buy Hold Sell: 4 under-the-radar ASX growth stocks for your portfolio

The fundies give us their under-the-radar growth stock picks and the strategies they use to identify early stage investment opportunities.
+1
Buy Hold Sell
Livewire Markets
Equities

Patience. Process. Humility. How Aoris is investing in the current climate

Stephen Arnold outlines why narrow market focus can misprice quality businesses and where he sees opportunity today.
Chris Conway
Livewire Markets
Shares

Where valuation resets are creating opportunity on the ASX

Valuations are easing and opportunities are emerging. Here’s where a value investor is putting capital to work.
AMC
CSL
+1
Chris Conway
Livewire Markets
Investment Theme

Inside Apollo’s US$110 billion infrastructure investment push

Infrastructure systems built over centuries are being rebuilt in decades. Apollo's Olivia Wassenaar explains what that means for investors.
Chris Conway
Livewire Markets
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