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
Markets

The macro calls that could define the next decade of investing

Two of Australia's leading investment minds explain where inflation, AI and policy are taking markets, and how portfolios should adapt.
Chris Conway
Livewire Markets
Shares

ANZ, CBA, NAB, WBC: Where the big banks stand as Australia's property boom fades

Tax reform has triggered a “must-have” housing slowdown. Here's what it means for the Big 4 ASX banks and their fat fully franked dividends.
+5
Carl Capolingua
Livewire Markets
Markets

How AI's butterfly effect is rippling through every corner of the ASX

Fully priced banks and miners, an AI capex boom built on shaky logic, and rising bad debt risk leave few safe places on the ASX.
Martin Conlon
Schroders
Wealth

Why have Australian living standards “fallen” and how do we fix it?

The cost-of-living crisis is only part of the story. Australia's productivity slump is the bigger threat to prosperity.
Shane Oliver
AMP
Markets

FY26 sucked. The ASX's long-term record tells a different story

A weak year for the ASX, a long case for resilience. Fidelity's Sam Heithersay on what the past 12 months does and doesn't tell us.
Anna Dadic
Livewire Markets
Shares

Is Simandou really a 'Pilbara killer'? What the iron ore sell-off means for BHP, RIO and FMG

A new African mega-mine sent the iron ore price tumbling, and BHP, RIO and FMG with it. Is the Simandou threat real or overblown?
BHP
FMG
+2
Carl Capolingua
Livewire Markets
Markets

The great market broadening is just getting started

Cooling inflation and improving market breadth are creating a more supportive backdrop for small-cap investors.
Andrew Mitchell
Ophir Asset Management
Shares

The stock market isn’t a casino, but investors must know how to stack the odds in their favour

Investing shouldn’t feel like gambling, but there are several key statistical tools that can help you beat the odds.
Carl Capolingua
Livewire Markets
Expert Insights

Christopher Joye's 4-step recipe for fixing a broken Australia

Coolabah's Christopher Joye says Australia is becoming one of the world's least attractive places to invest. Here's how he'd turn it around.
Chris Conway
Livewire Markets
26-50 of 112
The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

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