consumer discretionary

The final months of the year can set up a positive new year for share markets, but will cost-of-living pressures create a bloodbath?

It’s no secret that small caps have struggled in recent times, but the coming environment could suit them.

Sustainability risk need not be about avoiding companies with poor performance; investment opportunities exist in a variety of sectors.

Ahead of his appearance at Livewire Live on 12 September, Antipodes Partners' Jacob Mitchell answers a handful of burning questions.

In this wire, Steve Johnson, CIO of Forager Funds Management and Gaston Amoros, Senior Analyst, discuss the market confusion

The market has become too bearish on retail stocks and we think earnings will be the catalyst for a rebound.

Here's how he's doing it...

A snapshot of the top undervalued picks by sector from Morningstar's Quarter 3 2023 outlook and a closer look at undervalued growth stocks.

The largely resilient Australian consumer is starting to slowdown. Here's what Macquarie is seeing and the stocks it favours going forward.

Are we seeing a turning point for consumer discretionary stocks? Here's what several brokers and two fundies think.

Last year was a torrid time for most asset classes and most investors, but at least there was no mystery over what created the chaos – rampant inflation. Higher...

Tipped to hold up better than most, JBH has a few traits others in the space don't, says Hugh Dive of Atlas Funds Management

Has the inflation-sensitive sector performed as expected, and what lies in store for the year ahead? Read on to get some insights.

Ask the average punter about the fortunes of the retail sector over the past 12 months and the response is likely to be somewhere in the range of average to poor....

Have you treated yourself this week? Perhaps a takeaway dinner or a new book or a new lipstick? The type of treat you and millions of others buy in particular...

All sectors have their time in the sun, that glorious moment when it's their turn to outperform the rest of the market.  First it was healthcare, led by market...

U.S. Retail Industry observer Retail Dive is reporting Armaggeddon for small retailers in the U.S., citing the survey results of Alignable, a small business...

The Australian Bureau of Statistics has just released retail sales figures for the month of May. Contrary to market expectations, sales remained strong. But is this...

Welcome to Charts and Caffeine - Livewire's pre-market open news and analysis wrap. We'll get you across the overnight session and share our best insights to get you...

Well-run retailers are generally excellent businesses to invest in. They generate high returns on equity with minimal debt requirements. They also generate strong...