Shares

My dad warned me about IPOs. He might still be right

The businesses are extraordinary. The valuations are another story. Here's what two fund managers think.
Chris Conway
Livewire Markets
Markets

Gold's third-longest streak in 50 years just ended. Here's what comes next

Gold just cracked its 200-day for the first time in 660 days. History says the headline is scarier than the outcome.
Kerry Sun
Livewire Markets
Alternatives

Five market shocks are colliding. Here's how to invest through it

Broken correlations are creating opportunities. Here are the themes, trades and risks Fulcrum is focused on now.
Chris Conway
Livewire Markets
Markets

Urenco announcement sparks rally in ASX uranium stocks

Urenco’s US expansion won’t solve the near-term fuel squeeze, but it shows why uranium investors are looking further down the chain.
BOE
+4
Patrick Poke
Livewire Markets
Markets

"Tough to be anything but bullish": Why the bears keep getting it wrong

BMO's Fred Demers says investors are underestimating policy support, overestimating recession risk, and expecting too many rate cuts.
Vishal Teckchandani
Livewire Markets
Expert Insights

From copper to healthcare: how PM Capital is repositioning for what comes next

While markets chase AI, PM Capital is shopping in the wreckage, from healthcare to beverages. Here's where they are finding value right now
Anna Dadic
Livewire Markets
Markets

Move over Mag 7, there may be a new game in town

The Magnificent Seven still matter, but the next phase of returns may come from overlooked corners of the market.
Stephanie Gardner
Livewire Markets
Markets

Latest on lithium: sure, everyone wants a BYD – but sodium-ion is coming!

Lithium is back in an upcycle and everyone’s rushing to buy an EV — but a rival battery chemistry is gaining traction fast.
CXO
IGO
+6
Carl Capolingua
Livewire Markets
Markets

3 reasons why it pays to be an optimist as an investor

From loss aversion to information overload, investors are being bombarded by reasons to panic. Here’s why staying optimistic still pays.
Shane Oliver
AMP
Markets

Cathie Wood’s contrarian calls: Falling inflation, stronger growth, and Bitcoin over gold

The ARK founder says AI-driven productivity could crush inflation and improve America’s deficits.
Vishal Teckchandani
Livewire Markets
Shares

Has NVIDIA and other AI stocks caused the Nasdaq to become overvalued? (Hint: not even close!)

AI stocks are soaring and the doom headlines are out, but a valuation measure used by professional investors tells a more interesting story.
Carl Capolingua
Livewire Markets
Markets

Where to find value when the benchmark is working against you

The benchmark is expensive, but not uniformly so. Antipodes Vihari Ross and James Rodda on the stocks and sectors where that gap is widest.
SKO
+2
Anna Dadic
Livewire Markets
Markets

The fragile foundations beneath the AI boom

On The Rules of Investing, Chris Watling warns the apparent strength in markets may rest on a narrow AI foundation.
The Rules of Investing
Livewire Markets
Markets

What happens if the AI chip trade cracks?

AI demand has sent chip stocks soaring, but the next phase may test investors’ conviction.
BLG
+19
Sara Allen
Livewire Markets
Markets

The ASX sectors and stocks Morgan Stanley prefers - and where it likes even more

Morgan Stanley is backing resources, energy and AI-linked capex as Australia’s economy slows sharply.
Chris Conway
Livewire Markets
Shares

Why rising bond yields are a tax on every asset you own – and what it means for the ASX right now

Stocks and commodities shrugged off rate risk — until the bond market stopped letting them. Here's why that changes everything.
Carl Capolingua
Livewire Markets
Growth

The best growth stories in the world still have not IPO’d - here's how to access them

The next Amazon or Google may still be private. Now there's a way you can access them before they go public.
Anna Dadic
Livewire Markets
Markets

Legendary trader Paul Tudor Jones warns markets are becoming dangerously fragile

Paul Tudor Jones, who famously predicted the '87 crash, explains why he likes Bitcoin, fears leverage, and sees opportunity in Japan.
Chris Conway
Livewire Markets
Growth

PME, WTC, TNE — the SaaSpocalypse decoded: what killed ASX growth stocks, and what comes next

AI didn't kill ASX SaaS stocks – it killed the multiples investors would pay for them. That distinction could make or break your portfolio.
360
CAR
HUB
+7
Carl Capolingua
Livewire Markets
Wealth

Is your portfolio inflation-proof? Investments to bolster your returns

Stocks, ETFs and sectors investors are watching as inflation and rate pressures return.
AGL
ALD
+47
Sara Allen
Livewire Markets
Markets

We’re poorer, inflation’s back - and the RBA knows it

A whiff of stagflation is back as rates hit 4.35%. Inflation is rising, growth is slowing - and the RBA may have no easy way out.
Shane Oliver
AMP
Shares

The "double discount" equities that might be too compelling to ignore

A double discount is creating opportunity in Europe’s overlooked small cap market.
Chris Conway
Livewire Markets
Shares

The biggest wealth destroyers on the ASX this year (and how to avoid them)

Confession season is coming, and downgrades may cluster. Here’s how to reassess your holdings before one cut becomes several.
Chris Conway
Livewire Markets
Shares

The trades, themes and risks shaping Antipodes’ strategy

From software exits to real asset overweights, James Rodda explains the trades, risks and themes shaping Antipodes’ portfolio today.
Chris Conway
Livewire Markets
Markets

Ben Griffiths: Beneath the rally, the market is fracturing

Markets hit new highs, but beneath the surface, risks are building. Ben Griffiths explains what investors should be watching now.
Chris Conway
Livewire Markets
51-75 of 96
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