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
Rapid Fire

How this fundie unearths small-cap winners (and one stock for the year ahead)

A reminder that, sometimes, the best thing you can do is get out of your own way was among Fairlight Asset Management's key lessons of 2023
Glenn Freeman
Livewire Markets
Rapid Fire

2 small stocks with big catalysts in 2024

And why there hasn't been this much opportunity in the small end of the market since the GFC.
Ally Selby
Livewire Markets
Rapid Fire

Ain’t seen nothing yet: The AI revolution is still winding up, says Montaka

This global asset manager was an early mover on artificial intelligence, which CIO Andrew Macken believes has much further to run.
+4
Glenn Freeman
Livewire Markets
Rapid Fire

Why 2024 could be a year for ASX bulls

These money managers are fully invested in Australian equities.
ALD
BGA
+6
Sara Allen
Livewire Markets
Rapid Fire

Invested or interested in ASX LICs? Here are 3 to watch in 2024

There are tremendous discounts across the LICs market, and Affluence Funds Management’s Daryl Wilson has been putting money to work.
HGV
+2
Sara Allen
Livewire Markets
Rapid Fire

Why this investor would not make one change to his portfolio even if a recession was certain

High conviction, concentrated global equity funds have generally performed well over the past 12 months amid tougher macro conditions
Chris Conway
Livewire Markets
Rapid Fire

Why Ex-20 stocks outperform and the outlook for lithium

Rapid Fire interview with Tim Carleton, Chief Investment Officer of Auscap Asset Management
JBH
James Marlay
Livewire Markets
Rapid Fire

Rapid fire with nuclear opportunities investor Guy Keller

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

The 6 trends to watch across Asia-Pacific and abrdn’s top stocks for each

abrdn’s Flavia Cheong shares the opportunities she’s most excited about and why Asia looks attractive right now.
CSL
+1
Sara Allen
Livewire Markets
Rapid Fire

Too expensive and unreliable: why Kate McClure believes the critics of this theme are wrong

The green transition is one of the biggest themes of our time and one that Octopus Investments is betting heavily on.
Sara Allen
Livewire Markets
Rapid Fire

Why this fundie is selling ASX tech stocks - and what he would love to buy instead

He is the subject of one of the most popular wires on Livewire this year. In this wire, Pendal's Brenton Saunders updates his views.
BLD
CAR
+7
Hans Lee
Livewire Markets
Rapid Fire

Rapid fire with value investor Dr Philipp Hofflin

8 questions on Value investing and opportunities on the ASX
James Marlay
Livewire Markets
Rapid Fire

Chris Prunty's 5 top stock picks for growth

Plus, he shares what he has recently heard at the coalface during reporting season that has him concerned.
360
DTL
+3
Ally Selby
Livewire Markets
Rapid Fire

The tech opportunity that no one's paying attention to

Franklin Templeton's Francyne Mu discusses the biggest investment opportunities of today and the future in this edition of Rapid Fire.
+13
Sara Allen
Livewire Markets
Rapid Fire

The 'Moneyball' approach to picking stocks and 8 that make the team

Antipodes Partners' portfolio manager, Vihari Ross, shares her rational and open view to investing and finding high-quality value picks.
+3
Sara Allen
Livewire Markets
Rapid Fire

Rapid fire with small-cap specialist Shane Fitzgerald from Monash Investors

Shane answers 7 questions, covering everything from the outlook for small caps to one stock with sales that are about to "take off".
BOE
IPD
James Marlay
Livewire Markets
Rapid Fire

This hall of famer returned 15% over the past year without tech and lithium. This is how he did it

Plus, the energy "dog" the market has gotten wrong
+11
David Thornton
Livewire Markets
Rapid Fire

How investors can access 9% yields in this asset class

The secret to this fund manager's seven-year track record is to just keep it simple.
Hans Lee
Livewire Markets
Rapid Fire

Fidelity's high conviction picks for disinflation and reflationary times

Investors have reaped the rewards of mining and big banks in the past, but Fidelity's Casey Mclean thinks tougher times are ahead.
CAR
CSL
Sara Allen
Livewire Markets
Rapid Fire

He backed Pilbara, Mineral Resources, and WiseTech. He's now backing these stocks

Pendal's Brenton Saunders has a knack for finding mid-caps that end up becoming large caps. He tells us how he does it.
AKE
CAR
+11
Hans Lee
Livewire Markets
Rapid Fire

The property investor turning macro headwinds into tailwinds

Commercial real estate credit can benefit during inflationary periods because it provides a strong hedging effect, says Qualitas' Mark Power
Glenn Freeman
Livewire Markets
Rapid Fire

Volatility in small and micro-caps could be an opportunity. Here are 3 companies NovaPort likes

Small and micro-cap companies are notoriously volatile, but NovaPort Capital's Sinclair Currie argues a focus on quality is key to success.
BRG
CAA
+3
Sara Allen
Livewire Markets
Rapid Fire

The US$150 billion opportunity opening up to Australian investors

For Ares Management Corporation's Andrew Pike, it's all about the value-add that funds can bring to their clients.
Hans Lee
Livewire Markets
Rapid Fire

The key characteristic this fundie looks for and 2 ASX stocks that fit the bill

Blackmore Capital's Marcus Bogdan is all about resilience, both in terms of his own experience and the investments he likes. Find out why.
BHP
CSL
+9
Chris Conway
Livewire Markets
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