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Markets

Why NextDC never suited Coolabah's portfolios

NextDC was always a risky bet for credit investors, here's why it was never a good fit for Coolabah Capital's portfolios.
NXT
Jason Lindeman
Coolabah Capital
Markets

Earnings are up 30%. So why are valuations falling?

Fidelity’s global PMs on whether AI can pay its own way in 2027 and four stocks they like that sit outside the AI trade.
Anna Dadic
Livewire Markets
Markets

Want to generate long-term returns? Here’s Bell Potter’s asset allocation playbook

Bell Potter's Rob Crookston on the asset allocation decisions that actually move the needle.
Keith Ford
Livewire Markets
Markets

The 6 phases of the AI investment boom: Where are we now?

Token usage for Chinese AI models is surging. JP Morgan says that doesn't mean the US models are losing but it does change the economics.
Keith Ford
Livewire Markets
Markets

Why ETF Shares is launching a fund to capture the "other half" of the AI story

Data centre stocks just had their worst week in months. William Taylor explains why ETF Shares is launching a data centre ETF anyway.
+1
Keith Ford
Livewire Markets
Markets

France's bond market is in trouble. Here's what Australian investors need to know

Decades of deficit spending, a looming election and a perfect storm for bond markets. Why France is the latest fixed income flashpoint.
Keith Ford
Livewire Markets
Markets

A nation of investors: ASX CEO reveals how 11.5 million Australians are investing

More Australians are investing than ever before, according to the new ASX study. Here are the key takeaways.
Tom Stelzer
Livewire Markets
Markets

Billionaire investor Paul Tudor Jones warns 2027 could be brutal for stocks

The hedge fund veteran sees room for a strong finish to this year, but warns a key source of support for US shares is fading.
Vishal Teckchandani
Livewire Markets
Livewire Live

Finding Australia’s next generation of market leaders

After turning an early $3 million Canva investment into more than $1 billion, Blackbird is hunting for its next breakout winners.
Chris Conway
Livewire Markets
Markets

David Tuckwell is climbing the wall of worry, and he's still a raging bull

Here, Tuckwell explains why he remains bullish on US stocks and AI, while backing copper for the long term and turning bullish on gold.
Chris Conway
Livewire Markets
Markets

4 megatrends you need to know about (and how to play them)

A handful of powerful megatrends are driving trillions in investment. Here’s what’s behind them and how investors can gain exposure.
Chris Conway
Livewire Markets
Markets

Two investment giants reveal where they see opportunity now

Morgan Stanley and Blackstone approach markets differently, but their outlooks reveal some striking areas of agreement.
Chris Conway
Livewire Markets
Markets

The bond vigilantes are back - and shares could be next

Rising bond yields, high oil prices and rate hikes are increasing the risk of a deeper share market correction.
Shane Oliver
AMP
Shares

‘When the narrative changes, it changes quick’: 5 stocks on Henry Jennings’ radar

Henry Jennings sees worrying signs building across markets. Here are the risks, opportunities and ASX stocks on his radar.
4DX
+3
Chris Conway
Livewire Markets
Markets

3 fundies walk into a rate hike - here's what they're ordering and what they're avoiding

With the cash rate at a 15-year high, three experts across equities, bonds and credit reveal what they're backing and what to watch.
ORI
Anna Dadic
Livewire Markets
Livewire Live

5 investing lessons from Soul Patts CEO Todd Barlow - and the result that followed

Two days before Soul Patts delivered its FY26 result, CEO Todd Barlow joined us at Livewire Live 2026. Here are five moments that stood out.
Vishal Teckchandani
Livewire Markets
Shares

Where two of the market’s best contrarians are finding opportunity now

Alec Cutler and Simon Mawhinney reveal the unloved stocks, sectors and assets catching their eye as capital shifts across markets.
Chris Conway
Livewire Markets
Markets

Why sovereign default isn't always a disaster - and what it would mean for the US

Sovereign default sounds like an apocalyptic scenario. Janus Henderson's Jay Sivapalan explains why it doesn't have to be.
Keith Ford
Livewire Markets
Markets

Why is everyone telling you to buy copper?

Everyone wants copper exposure. Fewer have looked at why the supply side can't be fixed with money or time.
BHP
Kerry Sun
Livewire Markets
Markets

Lithium price crashes again – but this investment bank says 'Keep calm and carry on' buying ASX lithium stocks

The lithium price is tumbling again, dragging ASX lithium stocks with it, but a major investment bank thinks sellers have misread the signs.
IGO
LTR
+1
Carl Capolingua
Livewire Markets
Markets

Love the upside, hate the volatility? Janus Henderson on getting it right in the new commodities boom

There's 7 core drivers of a commodities cycle that's been decades in the making. Here's where Darko Kuzmanovic is seeing the opportunities.
BHP
EQR
+1
Tom Stelzer
Livewire Markets
Shares

ASX mining announcements explained: how to tell a great result from a good one

Open along strike, scoping vs feasibility study, NPV. Mining announcements are written in a dialect all their own – here’s the translation.
BGL
BHP
BOE
+10
Carl Capolingua
Livewire Markets
Markets

Buying something for nothing - Lithium, gold and rare earths explorers worth less than their cash

Sometimes the market prices the ground, drill results and resource at nothing. Here's who's on that list, and whether any of it makes sense.
GWR
+2
Kerry Sun
Livewire Markets
Markets

Uranium at record prices: The supply crunch that refuses to go away

There is no single commodity cycle. In 2026, different markets are responding to very different forces.
BOE
+7
Patrick Poke
Livewire Markets
Markets

The commodities trap that catches investors every cycle

Global X's Justin Lin on how supply and demand tailwinds are combining to drive a commodities supercycle and why ETFs are the way to play it
Tom Stelzer
Livewire Markets
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