Latest

Markets

The US is borrowing $2 trillion a year. The bond market is done pretending that’s fine

Schroders' Kellie Wood explains why the US bond market is the hottest topic in global markets and how investors can capitalise.
Keith Ford
Livewire Markets
Markets

US bond market turmoil is hitting stocks: What ASX investors need to know

The 30-year US T-bond yield hit a 19-year high and Washington tried to stem the bleeding – it worked for just one day.
Carl Capolingua
Livewire Markets
Exchange Traded Funds (ETFs)

Cameron Gleeson on the number hiding beneath the ASX's worst week since April

A soft US CPI, growing signs of Australian household stress and a gold position worth revisiting. Cameron Gleeson on the week in markets.
Keith Ford
Livewire Markets
Shares

Reporting season masterclass! What quarterly, half-year and full-year reports really tell investors

A comprehensive guide to reading the two major reporting cycles for ASX mining companies together – and how to spot the gaps.
Carl Capolingua
Livewire Markets
Markets

“Diversification has been a hindrance”: Why that doesn't mean you should abandon it

The wide spread between winners and losers has punished diversification. J.P. Morgan's Fiona Harris explains why it’s still important.
Keith Ford
Livewire Markets
Shares

Is gold finally oil-proof? Top ASX gold stocks as the bull market reignites

An oil price spike crushed gold in March, but this time bullion and the miners are rallying alongside crude – and that changes things.
BGL
+14
Carl Capolingua
Livewire Markets
Markets

Morgan Stanley’s 5 big investment calls for the rest of 2026

The bull market still has room to run says Morgan Stanley. Here it reveals what it likes across equities, AI, resources and global markets.
Chris Conway
Livewire Markets
Growth

The AI bubble meets reporting season

The latest US earnings season has shown that investors are becoming more discerning when it comes to backing AI winners and that's healthy.
Steve Johnson
Forager
Shares

How far can the prices of WBC, ANZ, CBA, and NAB shares stretch before valuations snap back?

Bank shares are under pressure today after Westpac's update, brokers are bears, and mums and dads are selling — so who's still buying?
+1
Carl Capolingua
Livewire Markets
Expert Insights

There are only a few things you can control in markets. Vanguard is obsessed with them

As markets become increasingly speculative, Vanguard's Duncan Burns explains why diversification, discipline and patience still matter most.
Chris Conway
Livewire Markets
Reporting Season

FNArena reporting season monitor: August 2026 - Week 1 (23 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
Rudi Filapek-Vandyck
FNArena
Markets

When information becomes cheap, judgement becomes priceless

As AI commoditises information, investment edge is shifting. Airlie's Ray David explains why judgement may matter more than ever.
Chris Conway
Livewire Markets
Reporting Season

Why Rudi Filapek-Vandyck thinks 60% of the ASX could finally have its moment

Rudi Filapek-Vandyck previews reporting season, explains the coming market "flip" and shares the ASX stocks on his watchlist.
BRG
CCL
+2
James Marlay
Livewire Markets
Success and More Interesting Stuff

David Friedlander: The Dealmaker

SpaceX, Afterpay, Soul Patts, and many more... meet the lawyer behind Australia's biggest corporate deals.
Matthew Kidman
Centennial Asset Management
Markets

"An awakening in animal spirits": Ben Griffiths on the SpaceX effect and what comes next

Ben Griffiths says equities remain in an uptrend, but the SpaceX frenzy and AI capex boom carry warning signs worth watching closely.
Keith Ford
Livewire Markets
Markets

Why a $12.6bn merger saw Ausbil swap one gold miner for another

From a gold miner merger to a sleep health giant, Ausbil's Nicholas Condoleon breaks down his latest calls and conviction ideas.
CSL
+2
Keith Ford
Livewire Markets
Markets

How T. Rowe Price is actively navigating the AI bubble

High concentration, hyperscaler capex and the quest for profit has put AI in bubble territory. That doesn’t mean you should sell out.
Keith Ford
Livewire Markets
Shares

ASX healthcare hammered! Where’s the bottom for CSL, COH, RMD and TLX?

Consensus forecasts for ASX healthcare stocks suggest the market is punishing something other than a genuine earnings collapse.
COH
CSL
RMD
+1
Carl Capolingua
Livewire Markets
Markets

Blackstone's mid-year investment perspectives

The outlook remains constructive, though not without risks that could create periods of volatility along the way.
Blackstone .
Blackstone
Shares

Macquarie is the king of making a buck in tough markets, can it continue under new CEO Greg Ward?

A bumper Q1 and CEO handover have brokers lifting price targets – prompting the question: is Macquarie's record run just getting started?
MQG
Carl Capolingua
Livewire Markets
Markets

10 actionable investment ideas for the year ahead

A slowing economy, policy missteps and a property downturn shape a cautious FY27 outlook, but selective opportunities remain.
Dion Hershan
Yarra Capital Management
Markets

Think you’re well diversified? Think again (plus 3 stocks that can help)

A staggering 90% of global assets are highly correlated with the S&P 500. So, how can investors find true diversification?
Keith Ford
Livewire Markets
Markets

9 key charts for investors to keep an eye on amidst oil and AI worries

Share markets had a strong first half despite the oil supply shock as expectations for de-escalation and the AI boom provided an offset.
Shane Oliver
AMP
Markets

Lithium's reign under threat as China backs sodium: Latest for PLS, MIN, LTR, ELV & CXO

Beijing's new battery tax gives sodium a leg-up over lithium – yet most brokers still see value in ASX lithium stocks after the sell-off.
CXO
+7
Carl Capolingua
Livewire Markets
Shares

BHP FY26 scorecard: record iron ore, soft copper guidance – and a dividend surprise brewing

BHP capped FY26 with record iron ore and copper output, but lower FY27 copper production guidance gave the market a reason to sell.
BHP
RIO
Carl Capolingua
Livewire Markets
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