australian equities

This ASX stock has undergone an amazing turnaround in the last 18 months. The question is, can it continue?

As part of the 2025 Outlook Series, Livewire interviewed 10 fund managers. Here, we share the full interview with Ellerston's James Barker.

Valuations are rising, while the equity risk premium is shrinking. Here's how we're approaching markets this year.

Elston Asset Management's Andrew McKie shares his best & worst investments of 2024, as well as a factor that could have a big impact in 2025

“The secret to wealth is finding the asymmetric payoff—small risk, big reward” Nassim Taleb Introduction When this writer first set about a career in finance we were...

In this episode, David Keelan from Ellerston and Andrew Peros from Ausbil analyse a handful of the ASX's market darlings.

What the market is missing on Origin Energy

Catapult’s journey to consistent profitability continues apace. Following its half-year results, we discuss why we like this company.

Hear Michael, Co-Founder of Collins St AM, explain how hands-on research & real-world insights uncover hidden value in Aussie equities.

Yield investing with growth makes it sustainable over the long term

Part 1 of the highlights from our recent trips visiting management teams.

First Sentier's David Wilson shares insights from 40 years of stock-picking experience.

Antares is celebrating 30 years - Head of Equities Nick Pashias has been there for 25 of them. Here, he shares his long-term perspecitve.

The ASX 200 hit a record high as materials surged on China stimulus and banks rebounded.

The average PE multiple for the ASX 100 in 2024 has blown out to 17.3x.

Bar the politics, it was a week for data certainty, long-sought after gains for some mining stocks, and a slew of CEO departures. Data certainty was provided by the US...

The dust has settled on reporting season and it's time to get back to hunting the best opportunities.

Market mood shifts post-reporting: Mixed portfolio results, macro concerns, and stock volatility shape cautious investor sentiment

In markets this week...

The Yarra Capital Management equities team take a deep dive into big themes, key sectors, and compelling stock opportunities.