markets

Latest news and analysis on 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
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
Buy Hold Sell

Buy Hold Sell: Can the small-cap rally last? (plus ASX 4 stocks to watch)

Small caps are back and beating the big end of town. Can the rally last, or will momentum fade as we roll into 2026?
IRE
+1
Buy Hold Sell
Livewire Markets
Investment Theme

Poll of the week: Are you increasing your cash levels like Buffett?

Welcome to Livewire's Poll of the Week. The Oracle of Omaha is holding record cash levels. Are you selling the rally?
Chris Conway
Livewire Markets
Investment Theme

When dumb money beats smart money, it’s time to worry

Retail investors are crushing the pros and that’s rarely a good sign. Owen Lamont says “dumb money” wins often mark bubble territory.
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: The photo finish - 5 ASX stock duels that could go either way

The Spring Racing series comes to a close with 5 ASX stock face-offs that go right down to the wire.
CAR
+7
Buy Hold Sell
Livewire Markets
Equities

What the heck is going on with CSL?

After years of flawless growth, CSL’s streak has broken. So, what's next for this fallen titan of the Australian corporate landscape?
CSL
Chris Conway
Livewire 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
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