defensive stocks

Despite InvoCare being delisted, we believe the remaining funeral business on the ASX is a better company that offers more value.

We asked a dozen of Australia's finest fund managers to each name one (or two) of their most dependable equity investment ideas.

In periods of margin compression, companies with dominant market positions typically shine. These are our picks.

What does it tell us When Investors Hate Defensive Stocks?

As we look ahead to 2023, it can be said with a reasonable degree of confidence based off the experience of the last few years that ‘uncertainty is the only certainty’.

The price of gold, after peaking earlier in the year along with the prices of gold mining stocks, has faced the headwind of a strong US dollar. The US dollar is...

In case you missed it, Perpetual's James Rutledge and WaveStone Capital's Raaz Bhuyan made their Buy Hold Sell debuts on Friday. They discuss three long-term growth...

Think about some of Australia’s most prominent buildings, bridges, tunnels and railways. Now tell me how many of them have an ASX ticker. Not many, as Invest...

The hunt for yield is a topic on everyone's mind. Record low-interest rates mean that traditional risk-free assets are no longer a viable way to compound your...

Warehouses have come a long way from being dirty sheds in the middle of nowhere. Today, highly automated warehouses are occupying populous urban locations and powering...

2020 has seen significant headwinds. Sectors that have traditionally been viewed as defensive are no longer considered safe-havens.Energy is one example. This high...

Water has always been fundamental to life, and electricity isn’t far behind as a staple of modern existence. Reliable internet access is creeping ever-higher on the...

It goes without saying that the outlook for markets and the global economy is highly uncertain due to COVID-19. The bulls believe we're in for a V-shaped recovery in...

For months now several of Livewire's contributors have consistently warned about increasingly stretched valuations across growth and technology stocks. And it looks...

Since Magellan’s core strategy nearly doubled its cash weighting, stock prices have been on a tear as investors (plus those Robinhood punters) chased everything from...

When I asked friends and colleagues around the industry how their portfolio performed during March, the most common reaction was “I’m too scared to look”. And when...

Livewire readers have so far nailed their bullish call on the market. Since we published those survey results, the ASX 200 train is full steam ahead (up +21.50% to be...

We kick off the Firetrail Analyst Series with a wire focussing on why we like packaging giant Amcor (ASX:AMC) in the current environment. The packaging giant is often...

Last week we touched briefly on a couple of Aussie defence stocks and how global defence industry spending generally does not wane even during economic slowdowns. This...

True to its name, the defence sector has historically displayed defensive investment qualities in times of difficulty. Coming as a surprise perhaps, during five of the...