equities

Latest news and analysis on equities

Investment Theme

9 lessons from the scandals that fooled the market

They are 3 of the darkest chapters in recent financial market history. But it’s exactly these events that can teach the best lessons.
Andrew Legget
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 ASX stayers built to go the distance

Spring racing is here and we’re backing market “stayers” — enduring performers built to last. Which quality compounders make the grade?
CAR
CSL
+2
Buy Hold Sell
Livewire Markets
Investment Theme

Return of the memes, and other signs we could be near the top

It's been a great time for investors recently, but signs are starting to emerge that the market might be starting to overheat.
Andrew Legget
Livewire Markets
Equities

Morgans' preferred ASX sectors

Investors need to be disciplined with stock selection. Here are the sectors that we are looking for opportunities.
Andrew Tang
Morgans Financial
Funds

The art of mispriced bets with Steve Johnson

Steve Johnson learned early that the most likely winners aren’t always the best bets, a lesson that still guides his investing.
IEL
Stephanie Gardner
Livewire Markets
Macro

“Wall Street hammered!” What now?

Panic gripped the market over the weekend. But we’ve seen this movie before, and we don’t need to worry about how it ends.
Andrew Legget
Livewire Markets
Investment Theme

How long can the good times last? A data-driven reality check for investors

Don’t let the headlines shake you. Instead, have a process for determining whether to keep riding this bull market.
Chris Conway
Livewire Markets
Funds

Bruce Williams on the art of resilient investing

From governance to growth, Williams shows how discipline and alignment can turn volatility into long-term opportunity.
AMP
HUB
+3
Stephanie Gardner
Livewire Markets
Equities

The land of the rising return: Forager in Japan (Podcast)

Japan’s transformation is accelerating - from buybacks to tech upgrades, we explore where investors can still find hidden value.
Steve Johnson
Forager
Equities

Morgans’ top large-cap picks for October 2025

Morgans names the large-cap stocks it sees offering the best risk-adjusted returns and more upside over the next 12 months.
AMC
AOV
+9
Andrew Tang
Morgans Financial
Equities

Cheap, under-owned and reforming: Why Japan is back on the map for investors

Once ignored, governance reform, rising buybacks and digital growth are making Japan one of the most compelling markets for global investors
Isabella Foley
Forager
Funds

George Capozzi on finding growth before the headlines catch on

George Capozzi explains why alignment and durability matter more than hype when backing the next generation of small caps.
EQT
NAN
+2
Stephanie Gardner
Livewire Markets
Equities

Which big shorts are getting bigger?

Which ASX stocks are being bet against the most, and which ones are starting to see short sellers go away?
+7
Andrew Legget
Livewire Markets
Livewire Live

A look inside the portfolios of Australia's leading investors

From private credit to gold, discover where Soul Patts’ Todd Barlow and Regal’s Phil King see the biggest returns.
Vishal Teckchandani
Livewire Markets
Macro

Five risks for 2026

What should you be looking out for as 2025 hits its final quarter? I share five risks that investors should consider as we approach 2026.
Isaac Poole
Ascalon Capital
Equities

How avoiding red flags can save your portfolio & 5 more lessons

Six seasoned voices exposed hidden risks and fresh opportunities every investor should note
BHP
+16
Stephanie Gardner
Livewire Markets
Funds

Andrew Mitchell finds growth and protection in shifting cycles

In a market caught between optimism and fragility, Andrew Mitchell reveals how he positions for both growth and resilience.
360
+2
Stephanie Gardner
Livewire Markets
Macro

Bearishness as a business model

Permabears gain standing from scary stories, but the real cost is carried by those who stay out of markets and miss long‑term gains.
Anthony Doyle
Pinnacle Investment Management
Commodities

Profiting from the ‘weaponisation’ of commodities

Geopolitics, underinvestment, and surging demand are reshaping commodity markets - creating both disruption and opportunity for investors.
PM Capital
PM Capital
Funds

Schroders warn of frothy markets despite ASX highs

Sharp swings, overhyped AI, and hidden healthcare gems: Schroders’ Martin Conlon and Andrew Fleming see opportunity in the chaos.
BXB
+6
Stephanie Gardner
Livewire Markets
1-20 of 113