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
Wealth

How to stay calm in volatile markets – think like a super fund

Aware Super’s David Goodman shares how the super fund is investing for the next 20-30 years and why volatility is an opportunity.
Sara Allen
Livewire Markets
Markets

Joye: RBA's 'hot economy' experiment goes up in smoke

Christopher Joye says Australia faces the prospect of a prolonged rate hiking cycle as government policy fuels higher inflation.
James Marlay
Livewire Markets
Markets

Why bonds look compelling in almost any scenario

Bonds are offering income, resilience and flexibility. Two experts explain where to look and what risks investors may be underestimating.
Chris Conway
Livewire Markets
Shares

Are Australian stocks finally cheap? Morningstar thinks so

Morningstar sees broad undervaluation across the market – and highlights where to look for opportunities.
DXS
SDR
+3
Sara Allen
Livewire Markets
Markets

Plato's Dr David Allen on its unsung hero driving outperformance

Short-selling is often seen as a way to mitigate risk. For Plato, it's a return-generating machine and market edge.
Tom Stelzer
Livewire Markets
Markets

“Never waste a crisis” - The top five things needed in the coming Australian Budget

The upcoming Budget risks feeling like a stealth tax grab on workers and investors. Here are five reforms I want to see.
Shane Oliver
AMP
Shares

Why the Middle East crisis could light a fire under ASX uranium and lithium stocks

A historic oil shock is rewriting the energy security playbook — and ASX investors in lithium and uranium stocks may be the winners.
BOE
DYL
+6
Carl Capolingua
Livewire Markets
Markets

The mispriced megatrend hiding in plain sight, and why it’s accelerating now

A multi-decade shift is underway, driven by energy, AI and climate risk, yet markets may still be underestimating the opportunity.
Stephanie Gardner
Livewire Markets
Markets

The private credit strategy built for resilience

Private credit is evolving. Muzinich’s Gianpaolo Pellegrini explains why structure, not yield, will define outcomes from here.
Chris Conway
Livewire Markets
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