Difficult times coming, but VanEck’s Chesler says Christmas isn’t cancelled… yet
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?
A turning point is coming for small caps. Here's where Monash is investing
It’s no secret that small caps have struggled in recent times, but the coming environment could suit them.
These 4 companies are packaging yesterday's trash into cashflow treasure
Sustainability risk need not be about avoiding companies with poor performance; investment opportunities exist in a variety of sectors.
Three stocks Jacob Mitchell is backing for the next five years
Ahead of his appearance at Livewire Live on 12 September, Antipodes Partners' Jacob Mitchell answers a handful of burning questions.
Beware the retail rally
In this wire, Steve Johnson, CIO of Forager Funds Management and Gaston Amoros, Senior Analyst, discuss the market confusion
Finding long-term opportunity in short-term volatility
The market has become too bearish on retail stocks and we think earnings will be the catalyst for a rebound.
The bargain hunters' guide to undervalued stocks in the coming quarter
A snapshot of the top undervalued picks by sector from Morningstar's Quarter 3 2023 outlook and a closer look at undervalued growth stocks.
Macquarie's top picks for the slowing Australian consumer
The largely resilient Australian consumer is starting to slowdown. Here's what Macquarie is seeing and the stocks it favours going forward.
Why stocks in this sector are near an inflection point
Are we seeing a turning point for consumer discretionary stocks? Here's what several brokers and two fundies think.
JB Hi-Fi could buck the broader retail trend in a tough year ahead
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
ASX consumer discretionary stocks: Broker views and a fundie’s top pick
Has the inflation-sensitive sector performed as expected, and what lies in store for the year ahead? Read on to get some insights.
Why this retailer is still a buy despite the looming consumer slowdown
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....
The quirky trend to add to your recession ready portfolio
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...
Charts and caffeine: Pizza and wine with a side order of buy the dip
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...
Signs to look for before buying the retailers
Well-run retailers are generally excellent businesses to invest in. They generate high returns on equity with minimal debt requirements. They also generate strong...
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