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Investment Theme

March 31, 2025 17:20

Private credit steps up: Backing Australia’s housing push with smarter capital

further reductions in interest rates over time.At Zagga, we focus capital deployment in the most conservative parts of the real estate private credit universe: funding...

Alan Greenstein

Alan Greenstein

Zagga Investments

March 31, 2025 17:20

Commodities

March 31, 2025 14:30

RBC tips gold price to soar higher in 2026, ASX miners on takeover watch

Gold looks like a place to shelter from the tariff chaos threatened by US President Donald Trump in 2025.

Tom Richardson

Tom Richardson

Livewire Markets

March 31, 2025 14:30

Asset Allocation

March 31, 2025 12:50

Resource royalties & how they can outlive miners' boom & bust cycles | Simon Klimt

In today’s ROCast, Murdoch's joined by Simon Klimt Portfolio Manager at Regal Resources Royalties Fund.

Murdoch Gatti

York Wealth Management

March 31, 2025 12:50

Macro

March 31, 2025 10:23

Germany’s fiscal shift: A boost to Europe, but U.S. edge remains

Heading into 2025, U.S. exceptionalism remained a dominant theme. But tech sector struggles, downward revisions to U.S. economic growth forecasts, and Germany’s...

Seema Shah

Seema Shah

Principal Asset Management

March 31, 2025 10:23

Listed Series

March 31, 2025 08:49

Perpetual's Sean Roger says value is emerging: These are the stocks he likes

Perpetual's Sean Roger discusses the Perpetual Equity Investment Company and some of the stocks it's backing to profit for investors.

Tom Richardson

Tom Richardson

Livewire Markets

March 31, 2025 08:49

Buy Hold Sell

March 31, 2025 06:00

Why ex-20 is the prime hunting ground for ASX returns

It's very reasonably priced today.

Buy Hold Sell

Buy Hold Sell

Livewire Markets

March 31, 2025 06:00

Investment Theme

March 30, 2025 09:10

Capitalising on India (Part I)

India's growth story is only mid to early cycle. Playing it the right way will make a significant impact to portfolios.

Mugunthan Siva

Mugunthan Siva

India Avenue

March 30, 2025 09:10

Macro

March 29, 2025 18:38

The US economy could contract in Q1 as spending broadly stalls

US GDP could contract in Q1 as consumer spending broadly stalls on higher actual/expected inflation and fears of higher unemployment

Kieran Davies

Kieran Davies

Coolabah Capital

March 29, 2025 18:38

Education

March 29, 2025 18:13

Media worth consuming – March 2025

Interesting and under the radar media on finance, economics, politics and society

Jonathan Rochford

Jonathan Rochford

Narrow Road Capital

March 29, 2025 18:13

Macro

March 29, 2025 08:00

March 2025 Podcasts

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.

Damien Klassen

Damien Klassen

Nucleus Wealth

March 29, 2025 08:00

Weekend Report

March 29, 2025 07:00

Trending On Livewire: Weekend Edition - Saturday 29th March

In the following Rules of Investing podcast, Jamieson unpacks the key themes in markets: growth, inflation, and interest rates.

Livewire Exclusive

Livewire Markets

March 29, 2025 07:00

Commodities

March 28, 2025 19:43

ASX copper stocks caught in Trump tariff turmoil as major broker turns bearish

However, that Bloomberg article, as well as growing rhetoric on a stronger and not weaker tariff stance from President Trump in comments this week, has caused...

Carl Capolingua

Carl Capolingua

Livewire Markets

March 28, 2025 19:43

Equities

March 28, 2025 16:17

Buy, hold, sell? Why investors are divided by Pro Medicus' share price wobbles

Bears unimpressed Other professional investors, such as small-cap fundie Luke Laretive of Seneca Financial dismiss the idea you should buy-the-dip on Pro...

Tom Richardson

Tom Richardson

Livewire Markets

March 28, 2025 16:17

Funds

March 28, 2025 16:15

Are Bitcoin’s four-year cycles over?

This built-in scarcity mechanism can lead to price increases if market conditions remain stable. However, these cycles have also been marked by subsequent...

Justin Arzadon

Justin Arzadon

Betashares

March 28, 2025 16:15

Equities

March 28, 2025 15:54

From Australia to Philadelphia: Matt Callahan on leading life science innovations across the globe

For this brand new episode of Finding the Front we are so fortunate to have biotech and life sciences veteran Matt Callahan on the show.

Euroz Hartleys Ltd

Euroz Hartleys Ltd

Euroz Hartleys Ltd

March 28, 2025 15:54

The Rules of Investing

March 28, 2025 15:00

The world is complex. Beyond the headlines is where the real opportunities lie

Feeling flustered amid the heightened market volatility? Now is the time to stay informed and manage your portfolio.

The Rules of Investing

The Rules of Investing

Livewire Markets

March 28, 2025 15:00

Education

March 28, 2025 13:59

Riding the Golden Bull

Even as gold equities continue to trade at historically low prices relative to gold prices and expectations, some big moves in our portfolio include: Black Cat...

Michael Goldberg

Michael Goldberg

Collins St Value Fund

March 28, 2025 13:59

Macro

March 28, 2025 11:03

A growth revival: the start of European exceptionalism?

At the start of the year, U.S. exceptionalism, which has prevailed for over a decade, was widely expected to persist. Since then, however, several factors have...

Seema Shah

Seema Shah

Principal Asset Management

March 28, 2025 11:03

Education

March 28, 2025 09:42

Don't get burned: how to vet your fund manager

In this wire I cover the importance of conducting due diligence before you commit capital to a private credit fund.

Simon Arraj

Simon Arraj

Vado Private

March 28, 2025 09:42

Equities

March 28, 2025 08:57

Flanagan’s Arrow on target to capitalise on bumper bauxite market

Big resource sets up junior for bulk commodity life; Plus, gold explorer Leeuwin’s ‘sleeper’ iron ore project and Sky eyes tin production.

Barry FitzGerald

Barry FitzGerald

Independent Journalist

March 28, 2025 08:57

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