markets

Latest news and analysis on markets

Equities

With red flags flying, active management gets interesting again

Volatility and valuation gaps are widening fast. For active investors, like Plato's David Allen, that’s not fear - that’s fuel.
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 ASX stocks built to handle tough conditions

When markets turn soggy, only the sure-footed survive. We're on the hunt for the wet-track wonders, built to thrive in tough conditions.
ANN
RMD
+2
Buy Hold Sell
Livewire Markets
Equities

Why Chris Judd thinks investors are looking for bubbles in the wrong place

Chris Judd on how macro themes, liquidity, and leadership shape his investing at the Cerutty Macro Fund.
IKE
MLG
VYS
Chris Conway
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
Equities

6 big questions and one clear message for investors - stay long

Will AI save us from a bear market? Where are we in the cycle? Are there lessons in history? Answers to those questions and a few more...
Michael Carmody
Centennial Asset Management
Equities

Amid the rally, which ASX insiders have been buying & selling?

Want to know who is buying and selling their own stock? Join Livewire's Chris Conway for the quarterly insider moves update.
BXB
Chris Conway
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
Macro

Bubble trouble – is AI enthusiasm driving a bubble in shares?

Bubble fears are back. As AI stocks soar and valuations stretch, Shane Oliver weighs what’s hype, what’s real, and what investors should do.
Shane Oliver
AMP
Macro

September markets wrap: Inflation, rate caution and sector shifts shape ASX

ASX slipped last month, weighed by energy and staples, while global shares surged on US rate cuts, AI optimism and China stimulus hopes.
Bob Cunneen
MLC Asset Management
Macro

Why the Fed is shifting focus from inflation to unemployment

The US labor market is weaker than the headline suggests, and this is exactly what the Fed is beginning to acknowledge.
Henry McVey
KKR Australia
Macro

Boom and bust in developed markets

A look at the long-term trends/cycles and the current valuation divide within Developed Market equities.
Callum Thomas
Topdown Charts
Equities

This AGM could trigger a chain reaction across corporate Australia

Allan Gray's Simon Mawhinney says investors can't wait for the ASX to review listing rule 7.1 and is taking matters into his own hands.
ORA
James Marlay
Livewire Markets
Livewire Live

5 shocking predictions for 2026 and beyond

5 experts, 5 bold predictions. A decade of disruption, reinvention and opportunity awaits - how will you position for what lies ahead?
Anna Dadic
Livewire Markets
Macro

Medium term investment returns face five key constraints

From boom to constraints. Super returns once soared on tailwinds, but five mega trends now point to lower gains ahead.
Shane Oliver
AMP
Buy Hold Sell

Buy Hold Sell: 3 ASX names moving from promise to profitability (and 2 that might not make it)

From promise to profits: Martin Hickson and Steve Johnson dissect ASX stocks at the hype vs substance crossroads.
4DX
EML
+2
Buy Hold Sell
Livewire Markets
Asset Allocation

How to invest $100k safely

Cash isn’t lazy, and barbell strategies matter. Wielandt reveals his blueprint for risk-aware investing amid uncertainty.
+10
Stephanie Gardner
Livewire Markets
Macro

Gold at record highs – can it keep going? Implications for investors

Gold keeps smashing records, but is it inflation fears, geopolitical shocks or debt worries? Here’s why investors are watching closely.
Shane Oliver
AMP
Success and More Interesting Stuff

Viktor Shvets: The end of cycles and the cost of progress

Abundant capital has changed markets forever. Viktor Shvets on the end of cycles, rising inequality, and the politics shaping returns
Matthew Kidman
Centennial Asset Management
Equities

Small caps vs large caps, the battle shaping the ASX rally

Small caps roar back with a lead over the ASX200... but can they hold the mantle or is safety in the giants?
CGF
SEK
+2
Stephanie Gardner
Livewire Markets
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
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