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Buy Hold Sell

Buy Buy Buy: 11 hot commodity stocks

Forget the holds and sells. Two fund managers pitch 11 commodity stocks they like across five of the market’s most important segments.
CXO
+8
Chris Conway
Livewire Markets
Macro

Volatility before opportunity

Market weakness may create opportunities to add risk ahead of a potential rally later in Q4 2026.
Tim Toohey
Yarra Capital Management
Expert Insights

What higher rates, inflation and volatility mean for income

The income is back, the diversification benefit isn't. Kapstream's Dan Siluk on navigating a structurally higher rates and volatility world.
Keith Ford
Livewire Markets
Expert Insights

Where The Big Short’s Greg Lippmann is seeing risk build in markets now

Greg Lippmann called the GFC before the rest of Wall St. Now he and Antipodes Partners are comparing notes on where risk is building next.
Anna Dadic
Livewire Markets
Markets

The commodities trap that catches investors every cycle

Global X's Justin Lin on how supply and demand tailwinds are combining to drive a commodities supercycle and why ETFs are the way to play it
Tom Stelzer
Livewire Markets
Equities

Is 4D Medical the real deal? CEO Dr Andreas Fouras makes his case

After a stunning share price run, 4D Medical has plenty of believers and sceptics. CEO Dr Andreas Fouras makes the case for what comes next.
4DX
Chris Conway
Livewire Markets
Equities

The AI boom’s next big risk

Nvidia’s earnings prove the AI surge continues, but expanding capacity and rising debt signal a shift toward critical overbuild risks.
Damien Klassen
Nucleus Wealth
Fund in Focus

Inside Challenger IM’s credit fund that refuses to be boxed in

Challenger IM’s Stephen Martin on how investing across a mixture of public and private credit assets helps maximise returns for investors.
Keith Ford
Livewire Markets
Equities

Dividends, data centres and dirt: Inside the resources rally

From copper and AI-driven demand to rising capex and execution risk, Portfolio Manager for the Fidelity Australian Equities Fund, Sam Heithersay and Mining Analyst,...
BHP
RIO
Fidelity International
Fidelity International
Equities

2026 Australian Reporting Season - The Great Divide

Reporting season wasn't just about earnings. The outlook mattered more.
COL
CSL
+7
Fidelity International
Fidelity International
Buy Hold Sell

Buy Hold Sell: 6 ASX large cap leaders and laggards

Reporting season is done and dusted. In this episode of Buy Hold Sell, we assess the standouts and casualties at the top end of town.
BHP
+5
Tom Stelzer
Livewire Markets
Markets

Why the next five years could be a golden era for resources investors

Argonaut's David Franklyn on why lithium, copper and gold are set up for a strong five years and how to position before the move.
BHP
+5
Anna Dadic
Livewire Markets
Property

The ‘mother of all housing corrections’? Chris Joye on property, rates and where he’d invest $100,000

Australia’s housing downturn could become the worst in memory. Chris Joye explains why - and where he's investing right now.
Vishal Teckchandani
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 8 winners, losers and best ideas across ASX small-caps

Sorting the solid from the soft from reporting season, Forager's Steve Johnson and Seneca's Ben Richards give their verdicts.
HMC
+5
Anna Dadic
Livewire Markets
Reporting Season

Surprise ASX beats and misses, sleeper stocks and overrated/underrated

A post reporting season rapid fire wrap up of the reporting season that was with the Yarra Capital Management equities team.
EML
GMG
+3
Chris Conway
Livewire Markets
Investment Theme

A box seat to the US$3 trillion sports and media opportunity

How sports, media and entertainment (SME) can offer opportunities of low correlation, diversification(1) and durable revenue.
Tom Stelzer
Livewire Markets
Equities

13 is lucky if you like dividends!

Thirteen is unlucky for some. For income investors, it just showed up as a 13% year-on-year lift in the total dollar value of dividends announced through August...
Peter Gardner
Plato Investment Management
Reporting Season

6 high-conviction ASX stock picks that should be on your radar

The Yarra Capital Management equities team take a deep dive into big themes, key sectors, and compelling stock opportunities.
CCL
DNL
EOL
+3
Chris Conway
Livewire Markets
Reporting Season

Liontown emerges from lithium winter as Kathleen Valley ramps up

Lithium prices are surging and Kathleen Valley is ramping up. Liontown CEO Tony Ottaviano explains why this recovery could have legs.
LTR
Anna Dadic
Livewire Markets
Property

Your opportunity to access the hottest property market in the country

Australia's strongest property market and its most resilient commercial sector collide in Trilogy's latest industrial opportunity.
Chris Conway
Livewire Markets
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