equities

Latest news and analysis on equities

Funds

What the market is missing in mid-caps right now

Promotions, fallen angels, and real earnings power. Ausbil’s David Lloyd reveals what’s shaping the mid-cap universe at the moment.
360
+2
Stephanie Gardner
Livewire Markets
Equities

Why China tech could be a hidden opportunity

AI, cloud, and new mobility segments are booming but the market may still be undervaluing the upside.
Daniel Wong
Mintwell
Commodities

The gold rally most investors missed...

Continuing disconnect between gold price and gold equity valuations. By Andrew Russell.
PM Capital
PM Capital
Equities

Morgans’ top large-cap picks for November 2025

Morgans names the large-cap stocks it sees offering the best risk-adjusted returns and more upside over the next 12 months.
AMC
CSL
+7
Andrew Tang
Morgans Financial
Investment Theme

Vihari Ross: A generational cycle is starting, and investors are still on the sidelines

Ross said the energy transition would trump AI as the decade’s biggest capital cycle. A year on, she says the numbers still back her view.
Stephanie Gardner
Livewire Markets
Equities

The next winners in global equities may be hiding in the market’s most ignored corners

Pzena Investment Management says extreme global dispersion has created a fertile environment for value investors.
Stephanie Gardner
Livewire Markets
Equities

Two market leaders have stumbled, value investors see opportunity

Despite weak share prices, both companies show improving fundamentals and long-term earnings potential.
AGL
AMC
+2
Stephanie Gardner
Livewire Markets
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
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