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Views from the Top

Fidelity's Global CIO shares his 4 favourite asset classes for 2024

Global CIO Andrew McCaffery also tells me that their predictions for a soft landing have more than doubled in just the last three months.
Hans Lee
Livewire Markets
Fixed Income

Now is the time to prepare your portfolio for rate cuts

We discusses why it’s important to construct portfolios that can deliver resilient income amid falling rates.
Adam Bowe
PIMCO
Equities

Small cap healthcare stocks looking good for 2024

The IML small and mid cap team are excited about the prospects for healthcare in 2024. In our latest video, Simon Conn and I explain why we think the valuations and...
Marc Whittaker
IML
Fund in Focus
Sponsored

10 to 15 of the world’s best companies in one ASX-listed fund

The Claremont Global Fund is now available on the ASX as an exchange traded managed fund (ETMF).
Livewire Exclusive
Livewire Markets
Rapid Fire

Mid-caps the place to be in a soft landing: Fidelity

Fidelity International's Global CIO answers five of our Rapid Fire questions.
Hans Lee
Livewire Markets
Rapid Fire

2 things that could upset the market consensus in 2024

Lazard's Chief Market Strategist Ron Temple answers our pressing questions in a classic edition of Livewire's Rapid Fire.
Hans Lee
Livewire Markets
Views from the Top

Rudi: The biggest mistake investors could make in 2024

Plus, Rudi Filapek-Vandyck shares the stocks he's watching this reporting season and over the year ahead.
AUB
BAP
COH
+15
Ally Selby
Livewire Markets
Rapid Fire

Rudi: The best and worst of the February reporting season

In this Rapid Fire interview, FNArena's Rudi Filapek-Vandyck shares the stocks to watch over the month ahead.
BAP
CSL
GMG
+2
Ally Selby
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Your 5 top small and mid-cap stocks for 2024 (and 2 big fundie buys)

In this episode, T. Rowe Price's Randal Jenneke and Tribeca's Jun Bei Liu analyse your favourite small and mid-cap stocks for the year.
BOE
+4
Buy Hold Sell
Livewire Markets
Views from the Top

Why Lazard's Temple would buy equities over bonds even at today's prices

Lazard's chief market strategist Ron Temple updates his views on the US economy, China, fixed income, and geopolitical risk.
Hans Lee
Livewire Markets
Views from the Top

Bob Desmond's hunt for 20% value gaps and two stocks that make the grade

The Claremont Global head also peels back the curtain on the "toughest discipline in funds management" and how he tackles it
James Marlay
Livewire Markets
The Pitch

A negative narrative could create a contrarian investment opportunity

Sometimes when sentiment is downbeat, the best ideas come to the fore.
Hans Lee
Livewire Markets
Views from the Top

Uranium to keep running hot (and 4 ASX stocks to join the party)

Tribeca's Guy Keller continues the uranium conversation with Livewire, outlining why he remains bullish and where he is hunting
Chris Conway
Livewire Markets
Signal or Noise

Will the Goldilocks market continue in 2024?

Rate cuts, loosening financial conditions, and a rally in credit markets all created a fantastic Christmas for markets. But can it continue?
Hans Lee
Livewire Markets
Buy Hold Sell

6 stocks for a full portfolio reset in 2024

2023 was a surprisingly positive year. So, is now a good time for a full portfolio reset? Find out in the latest episode of Buy Hold Sell.
CSL
JBH
+4
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 of your most-tipped stocks for 2024 (and 2 that should have made the list)

In this episode, T. Rowe Price's Randal Jenneke and Tribeca's Jun Bei Liu analyse a selection of reader favourites.
BHP
CSL
+4
Buy Hold Sell
Livewire Markets
Rapid Fire

Tribeca bullish on uranium as prices continue to skyrocket

Uranium is one of the hottest commodities in the market right now, but is there more to come?
Chris Conway
Livewire Markets
Macro

The uranium story is far from over

The latest episode of Stocks Neat explores the year that was, the rapid increase in uranium prices and the small caps recovery.
Steve Johnson
Forager
The Pitch

Why the "flight to quality" is a crowded (and often confused) investment

Plus, we take a closer look at what office occupiers are now looking for in the post-COVID world.
Hans Lee
Livewire Markets
Investment Theme

How to invest in AI: finding winning AI stocks

(Almost) everything you need to know about investing in AI.
+2
Kiryll Prakapenka
Fat Tail Investment Research
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