Growth

Latest news and analysis on Growth

Equities

Hunting for "forever businesses" and 5 stocks for your watchlist

AI is exploding, labour markets are shifting, and biotech is waking up - Janus Henderson's Josh Cummings breaks down where the heat is now.
Chris Conway
Livewire Markets
Equities

The copper decade: Why demand is exploding and the 2 stocks set to benefit

Copper demand is accelerating fast while supply tightens. Michael Slack reveals the two stocks best positioned for the decade ahead.
BHP
WOR
Stephanie Gardner
Livewire Markets
Equities

Who are the best CEO's in the world? 4 top fundies weigh in

Four leading investors reveal the CEOs they believe sit at the very top of global leadership.
+2
Stephanie Gardner
Livewire Markets
Buy Hold Sell

Buy Hold Sell: US earnings season and 2 stocks (not Nvidia) that crushed it

AI soared, consumers split, and volatility spiked. We break down the key surprises from US earnings season and two stocks that shone bright.
Chris Conway
Livewire Markets
Equities

Glenmore stays bullish on small caps but sharpens its focus on valuation

After a blistering rally in small caps, Glenmore is trimming winners, backing structural growers and doubling down on valuation discipline.
CCL
NCK
+1
Chris Conway
Livewire Markets
Equities

“Apple won’t be in the Magnificent 7”: Fundies back Alphabet as top tech pick after Buffett’s big buy

Tech equity specialists Jacob Mitchell, Cliff Man and Ryan Joyce unpack what Berkshire’s latest bet on Google really signals.
Vishal Teckchandani
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 global small and mid-caps that could be tomorrow's giants

With 8,000 global SMIDs to choose from, the hardest part is knowing where to look. Here’s how two experts separate winners from the rest.
Buy Hold Sell
Livewire Markets
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

The ASX just had a “clearance sale” here’s where Charlie Aitken is looking for bargains

Regal's Charlie Aitken doesn't bang the table very often these days but he says the recent capitulation in growth stocks is an opportunity.
CCR
James Marlay
Livewire Markets
Equities

When markets get tricky, you need horsepower. VanEck's ALFA has it

VanEck’s ALFA ETF blends data, computing power and long/short discipline to find winners and shorts across the ASX. Here’s what drives it.
CSL
+1
Chris Conway
Livewire Markets
Reporting Season

Product ready and cash rich, Catapult targets $1 billion in annual contract value

CEO Will Lopes outlines Catapult’s push into profitable growth, backed by new products, improving cashflow and a goal of $1 billion in ACV.
Chris Conway
Livewire Markets
Investment Theme

The winners in the AI decade won’t be who you expect

RQI Investors reveal where real AI value is emerging and why infrastructure, not applications, will drive long-term returns.
Stephanie Gardner
Livewire Markets
Equities

2 global stocks Canopy believes are positioned for long-run compounding

Canopy Investors breaks down where quality global growth exists today and why so much of it lies outside the U.S.
Stephanie Gardner
Livewire Markets
Equities

7 ASX stocks and 2 ETFs the pros are eyeing and buying during the correction

The panic is real, but the price cuts are better. Find out why the smart money is ignoring the noise and hunting for bargains.
CCL
+6
Vishal Teckchandani
Livewire Markets
Equities

Last year's Sohn picks returned 38%. Here are the 9 new ideas from this year's conference

From steel and cement to UFC and AI software, nine fund managers share their highest conviction Sohn Hearts and Minds stock ideas.
+3
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 small-cap hidden gems worth your attention

Two small-cap experts uncover five under-the-radar stocks with unique catalysts and big potential for investors.
EOL
L1G
+2
Buy Hold Sell
Livewire Markets
Commodities

Gold takes a breather... is the dip a buying opportunity?

After soaring to US$4,400, gold has paused. What comes next for the world’s oldest hedge?
Stephanie Gardner
Livewire Markets
Equities

In a market full of contradictions, Ophir continues to find success

Andrew Mitchell explains how vigilance, curiosity and hard work create an edge in today’s complex markets.
Chris Conway
Livewire Markets
Success and More Interesting Stuff

Mark Landau's best investment decision

A chance meeting changed Mark Landau’s life. He shares how L1 Capital grew from two founders into a $17 billion investment firm.
L1G
Matthew Kidman
Centennial Asset Management
Equities

3 ASX 200 stocks rated a Strong Sell - what the brokers are saying

Leading brokers are consensus bearish on a few big ASX names (including CBA). Here are the key arguments for why consensus says "sell".
Tom Stelzer
Livewire Markets
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