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The Rules of Investing

October 30, 2025 06:00

Lev Margolin's four-step process for finding structural winners

System Capital’s Lev Margolin reveals how he finds long-term structural winners and four stocks he expects to grow stronger.

The Rules of Investing

The Rules of Investing

Livewire Markets

October 30, 2025 06:00

Equities

October 30, 2025 06:00

Ausbil: 3 stocks to play Europe's global arms race in power, defence and AI

US stocks have dominated global returns for years, now Europe is poised for a stronger relative growth, fuelling new opportunities.

Tobias Bucks

Tobias Bucks

Ausbil

October 30, 2025 06:00

Macro

October 30, 2025 06:00

Ben Griffiths: Why this “most loathed rally” still has room to run

The head of a highly respected small-cap boutique says the two forces that usually end bull markets aren’t present threats.

Vishal Teckchandani

Vishal Teckchandani

Livewire Markets

October 30, 2025 06:00

Equities

October 29, 2025 18:05

What the heck is going on with CSL?

Whilst many managers who have remained steadfastly bullish were understandably sheepish about doubling down on the record, one value manager didn't want to...

Chris Conway

Chris Conway

Livewire Markets

October 29, 2025 18:05

Equities

October 29, 2025 15:25

Manufacturing revival creates tailwinds for US infrastructure spending

The United States is experiencing a manufacturing resurgence, facilitated by a changing federal policy landscape and a shift to companies prioritising supply chain...

Global X ETFs

Global X ETFs

Global X ETFs

October 29, 2025 15:25

Equities

October 29, 2025 14:13

Activism & alpha: Inside Gabriel Radzyminski’s high‑conviction strategy

Future Generation Australia (ASX: FGX) fund manager Gabriel Radzyminski shares his approach to unlocking long-term value for shareholders.

Future Generation

Future Generation

Future Generation

October 29, 2025 14:13

Macro

October 29, 2025 14:07

Hot inflation puts paid to RBA rate cuts this year

A surge in inflation in Q3 points to rates on hold for the rest of thus year and a much reduced chance of a cut next year

Kieran Davies

Kieran Davies

Coolabah Capital

October 29, 2025 14:07

Equities

October 29, 2025 13:00

The 10 ASX stocks you’ll wish you owned a decade from now

The stocks tipped as future leaders When asked to name one stock they believe could grow into the ASX 50 - or even the ASX 20 - within the next...

Vishal Teckchandani

Vishal Teckchandani

Livewire Markets

October 29, 2025 13:00

Equities

October 29, 2025 12:43

Why investors are betting big on AI-powered health care

The Doctor will see you… and so will the algorithm.

Arms Rosenberg

Arms Rosenberg

Minotaur Capital

October 29, 2025 12:43

Commodities

October 29, 2025 12:21

Gold breaks records as digitalisation opens the next wave of demand

With gold up more than 60% and central bank demand doubling, investors face a historic turning point in portfolio construction.

Stephanie Gardner

Livewire Markets

October 29, 2025 12:21

Equities

October 29, 2025 06:00

With red flags flying, active management gets interesting again

Volatility and valuation gaps are widening fast. For active investors, like Plato's David Allen, that’s not fear - that’s fuel.

Chris Conway

Chris Conway

Livewire Markets

October 29, 2025 06:00

Equities

October 28, 2025 18:56

It’s too hard to genuinely grow a portfolio of only Aussie shares

There are some Aussie shares that have grown, of course, but a typical Aussie portfolio struggles to grow over time. There's an easier way.

Sebastian Ferrando

Sebastian Ferrando

Koda Capital

October 28, 2025 18:56

Asset Allocation

October 28, 2025 15:07

Bubble or boom?

Over the long run, changes in earnings expectations explain the vast majority—about two-thirds over one-year periods and three-quarters over two-year...

Jeff Schulze

Jeff Schulze

ClearBridge Investments

October 28, 2025 15:07

Private Assets

October 28, 2025 12:00

New Metrics research paper explains why real estate private credit is here to stay

A new Metrics analysis shows how regulation, population growth, and investor appetite are driving lasting change in CRE lending.

Chris Conway

Chris Conway

Livewire Markets

October 28, 2025 12:00

Private Assets

October 28, 2025 09:40

Inside the global infrastructure playbook for serious private capital

A rare transparent look “inside the room” at KKR’s worldview on infrastructure as an asset class for wealth preservation and compounding.

David Clark

David Clark

Koda Capital

October 28, 2025 09:40

Equities

October 28, 2025 06:15

2 shock signs the stock market is in a bubble (that aren't AI)

Duncan Lamont, head of strategic research at Schroders, says history suggests that may be the wrong approach. "After crashing hard in April, the US stock...

Tom Stelzer

Tom Stelzer

Livewire Markets

October 28, 2025 06:15

Alternatives in Focus

October 28, 2025 06:00

The property cycle has turned - here’s what Centuria is buying

They had about $230 million of loans. Over the four years we’ve grown that tenfold, so it’s about $2.3 billion,” Huljich says. Around 93% of the book is first...

Anna Dadic

Anna Dadic

Livewire Markets

October 28, 2025 06:00

Equities

October 27, 2025 14:34

L1 Capital sees catalysts in these 4 companies

(Source: L1 Capital and Bloomberg) On top of reaffirming 2030 targets at its recent results, Hawkins sees a very supportive industry backdrop for global airlines with...

Andrew Legget

Andrew Legget

Livewire Markets

October 27, 2025 14:34

Macro

October 27, 2025 08:00

Are we in a bubble?

Not all bubbles are created equal, and this one might still have air left. We break down what’s real and what’s not.

Xinyu Ru

Xinyu Ru

Fawkes Capital Management

October 27, 2025 08:00

Investment Theme

October 27, 2025 06:15

AI is the new gold rush: the real winners won't be the ones you expect

sector can provide to the AI rush.Constellation Energy will invest US$1.6 billion to revive the shuttered Three Mile Island nuclear plant in Pennsylvania, with the...

Arian Neiron

Arian Neiron

VanEck

October 27, 2025 06:15

Alternatives in Focus

October 27, 2025 06:00

Global property is making a comeback. You don't want to miss it

Shawn Lese of Nuveen Real Estate on why global property has turned the corner and where investors can find resilience and growth.

Chris Conway

Chris Conway

Livewire Markets

October 27, 2025 06:00

Equities

October 27, 2025 06:00

6 resilient ASX stocks for if (when) the market turns bad

Markets wobble, nerves twitch. But resilience isn't about retreating, it's about owning companies built to endure and adapt.

Chris Conway

Chris Conway

Livewire Markets

October 27, 2025 06:00

Buy Hold Sell

October 27, 2025 06:00

Buy Hold Sell: 3 ASX stocks built to handle tough conditions

Could be blood plasma products for CSL (ASX: CSL) or private hospitals in Ramsey (ASX: RHC). And then gold and precious metals is probably the final...

Buy Hold Sell

Buy Hold Sell

Livewire Markets

October 27, 2025 06:00

Alternatives in Focus

October 27, 2025 06:00

The case for alternatives has never been stronger

Concentration and crowded trades are everywhere. It’s in this type of market that alternatives should shine.

Andrew Legget

Andrew Legget

Livewire Markets

October 27, 2025 06:00

Property

October 25, 2025 06:00

The best-performing property markets of the past 20 years

Is the city you live in Australia’s top-performing property market? Read on - the results may surprise you.

Vishal Teckchandani

Vishal Teckchandani

Livewire Markets

October 25, 2025 06:00

The Rules of Investing

October 24, 2025 17:32

Inside the Soul Patts compounding machine

With markets running hot, Todd Barlow explains how Soul Patts is buying at lows, holding real assets, and keeping cash ready.

The Rules of Investing

The Rules of Investing

Livewire Markets

October 24, 2025 17:32

Macro

October 24, 2025 16:37

The challenge of high and rising public debt

The US, UK, and France face high and rising public debt, where increased defence spending will add to the problem.

Kieran Davies

Kieran Davies

Coolabah Capital

October 24, 2025 16:37

Investment Theme

October 24, 2025 11:44

9 lessons from the scandals that fooled the market

They are 3 of the darkest chapters in recent financial market history. But it’s exactly these events that can teach the best lessons.

Andrew Legget

Andrew Legget

Livewire Markets

October 24, 2025 11:44

Commodities

October 24, 2025 11:40

How Aussie miners like Arufura, Iluka and Lynas are powering the AI boom

Australia is fast becoming a key player in the AI supply chain, fuelling the semiconductor boom with its rare earths and critical minerals

William Taylor

William Taylor

ETF Shares

October 24, 2025 11:40

Commodities

October 24, 2025 11:31

Three ways to add gold exposure to your portfolio

Despite a volatile week, the long term case for holding gold in a portfolio remains intact.

Cameron Gleeson

Cameron Gleeson

Betashares

October 24, 2025 11:31

Equities

October 24, 2025 09:17

Looking for growth on the ASX 20? Look elsewhere

The ASX 20 is intriguing, it represents 60%+ of the ASX 200 but comprises businesses that simply aren’t growing and some appear to be broken

Dion Hershan

Dion Hershan

Yarra Capital Management

October 24, 2025 09:17

Equities

October 24, 2025 08:52

Québec critical minerals projects set to be next on investors' shopping list

Mont Royal's big Ashram rare earths project, PMET Resources' lithium and Cygnus' copper-gold play are among those set to get the attention.

Barry FitzGerald

Barry FitzGerald

Independent Journalist

October 24, 2025 08:52

Funds

October 24, 2025 08:47

How to earn income and sleep at night in today’s volatile market

With volatility simmering beneath the surface, Noah Wise shares where investors can still find quality yield without chasing risk.

Stephanie Gardner

Livewire Markets

October 24, 2025 08:47

Private Assets

October 24, 2025 08:04

A welcome scrutiny: why ASIC’s review could be a turning point for private credit

Scrutiny and trust are not opposites, they are sequential. The closer ASIC looks, the more credible disciplined managers become.

Joe Millward

Joe Millward

Epsilon Direct Lending

October 24, 2025 08:04

Equities

October 24, 2025 06:00

Why Chris Judd thinks investors are looking for bubbles in the wrong place

Chris Judd on how macro themes, liquidity, and leadership shape his investing at the Cerutty Macro Fund.

Chris Conway

Chris Conway

Livewire Markets

October 24, 2025 06:00

Buy Hold Sell

October 24, 2025 06:00

Buy Hold Sell: 5 ASX stayers built to go the distance

We like the large and diverse end markets that the business is growing into. We like the product depth, we like the pricing upside as the network effects grow...

Buy Hold Sell

Buy Hold Sell

Livewire Markets

October 24, 2025 06:00

Commodities

October 23, 2025 15:05

Gold just had its worst day since the pandemic. Where do prices go from here?

Gold recorded its steepest one day selloff since 2020 on Tuesday. Historical data offers clues about what investors should expect next.

Kerry Sun

Kerry Sun

Livewire Markets

October 23, 2025 15:05

Education

October 23, 2025 08:00

ETFs 2.0: Why the SEC’s move to fast-track spot crypto ETFs matters

The US Securities and Exchange Commission’s (SEC) decision on September 18, 2025, to approve generic listing standards for commodity-based trust shares has unlocked a...

Charlie Sherry

Charlie Sherry

BTC Markets

October 23, 2025 08:00

Investment Theme

October 23, 2025 06:15

Market volatility won't fade quickly. Here's what outperformed in every crisis since 1994

History shows quality stocks consistently outperform when volatility spikes. The latest tariff escalation could trigger another rotation.

Arian Neiron

Arian Neiron

VanEck

October 23, 2025 06:15

Asset Allocation

October 23, 2025 06:00

A stockbroker’s guide to building a diversified ETF portfolio (plus their 13 top picks)

Bell Potter reveals how it builds a complete ETF portfolio - and why blending active and passive strategies makes all the difference.

Vishal Teckchandani

Vishal Teckchandani

Livewire Markets

October 23, 2025 06:00

1-20 of 10000

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