3 top ASX stock ideas from Livewire Live 2026
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Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its place
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EDITOR PICKS
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EXPERT INSIGHTS
Cathie Wood on the AI panic, the IPO wave, and what a cure is worth
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Paul Xiradis: Bullish resources, cautious on the consumer and hunting for turnarounds
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What $1.1 trillion in SMSF assets reveals about investor behaviour
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Meet the investor trusted by the world’s biggest pools of capital
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MOST POPULAR
CSL has already doubled off its May lows. Will Dougal Maple-Brown’s other shocking prediction land?
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Nick Sladen (LSN) and Matt Nicholas (1851) reveal their best performers, recent additions and long-standing winners.
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If this is the start of a new rate hiking cycle then these could be the stocks and sectors to watch.
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Reporting season is over and I explore Market Index’s low PE stocks with strong broker conviction.
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BUY HOLD SELL
Buy Hold Sell: 6 winning stocks - the ultimate small-cap watchlist
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Latest

Macro

The U.S. stock market approaches October with lots to worry about

When the benchmark 10-year U.S. Treasury yields pierced five per cent on September 14, they reached their highest level since October 2023, and signalled a potential...
Roger Montgomery
Montgomery Investment Management
Livewire Live

One big macro disagreement investors can't ignore

Livewire Live’s Signal or Noise panellists on whether the RBA has gone too far on inflation.
Sara Allen
Livewire Markets
Private Markets

The founder transition: A growing private equity opportunity

Australia’s ageing business owners are creating opportunities for private equity to support succession, growth and operational change.
Jacob Grover
Wilson Asset Management
Livewire Live

Dougal Maple-Brown's shocking prediction: CBA stock will halve

CSL has already doubled off its May lows. Will Dougal Maple-Brown’s other shocking prediction land?
CSL
Keith Ford
Livewire Markets
Asset Allocation

Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its place

With cash offering attractive yields once again, Soul Patts CEO Todd Barlow explains why the bar for taking risk has risen.
Vishal Teckchandani
Livewire Markets
Livewire Live

3 top ASX stock ideas from Livewire Live 2026

One could triple, another is being hurt by unusually lucky punters, while the third is riding the huge electricity infrastructure build-out.
Vishal Teckchandani
Livewire Markets
Wealth

Buy inflation protection, dump Australian equities: Morgan Stanley’s big portfolio reset

The investment bank has introduced explicit inflation hedges as part of a major portfolio reset designed for an inflationary world.
Vishal Teckchandani
Livewire Markets
Property

Construction costs are accelerating again

Australia wants to build more homes and infrastructure, but there is only so much labour to deliver it.
Nerida Conisbee
Ray White
Education

75,000 views and 250 comments later: What investors really think about Australia's housing downturn

Falling house prices, tax changes, gold versus bonds - Livewire readers had plenty to say about Chris Joye's provocative outlook.
Vishal Teckchandani
Livewire Markets
Equities

Which stocks win and lose under higher inflation?

Value investors and holders of energy stocks will fare decently; “growth” and tech speculators should prepare for disappointment – or worse.
Chris Leithner
Leithner & Company Ltd
Macro

FOMC makes first rate hike in three years

Our base case calls for one more 25 bps rate hike in December.
Seema Shah
Principal Asset Management
Property

The abolition of negative gearing and the inevitable housing downturn

Policymakers are playing with fire.
Martin Fowler
Pitcher Partners
Equities

When the numbers and the share price tell different stories

When prices become disconnected from fundamentals, who in the portfolio is actually looking for the difference?
BHP
CSL
RMD
+1
Reece Birtles
ClearBridge Investments
Property

Beyond the checkout: the investment case for Australian shopping centres

Limited supply, strong population growth, and rising retail spending make Australian shopping centres a resilient commercial property bet.
Julian Biggins
MA Financial Group
Buy Hold Sell

Buy Hold Sell: 6 winning stocks - the ultimate small-cap watchlist

Nick Sladen (LSN) and Matt Nicholas (1851) reveal their best performers, recent additions and long-standing winners.
BAP
MP1
+3
Anna Dadic
Livewire Markets
Equities

The ASX stocks that outperformed last time the Fed started hiking rates

If this is the start of a new rate hiking cycle then these could be the stocks and sectors to watch.
Tom Stelzer
Livewire Markets
Equities

The AI data centre boom: follow the GPU price, then follow the debt

Forget collapsing token prices: to spot the AI data centre top, watch falling GPU rental rates and the tightening terms on industry debt.
Damien Klassen
Nucleus Wealth
Commodities

The oil market is running out of easy answers

Conflicting oil inventory data and diesel shortages point to extreme price swings ahead of US elections. Here is what you need to know.
Damien Klassen
Nucleus Wealth
The Rules of Investing

Hofflin: Big moves are creating great value on the ASX

CSL was Hofflin's top fallen angel pick. Now he's revisiting the basket and backing another beaten up stock that's down 96% from its highs.
COH
CSL
+6
James Marlay
Livewire Markets
Property

Mortgage holders should expect two more interest rate hikes, not one – UBS

UBS now thinks the RBA will hike two more times, taking the cash rate to 4.85% – though it concedes the tally could just as easily be three.
Carl Capolingua
Livewire Markets
The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

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