Investing & Market Trading Insights in Australia | Livewire

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Macro

April 03, 2025 12:27

US tariffs point to a sharp US contraction & global downturn

The latest US tariffs plus extreme policy uncertainty point to a sharp decline in US output and the risk of a synchronised global downturn

Kieran Davies

Kieran Davies

Coolabah Capital

April 03, 2025 12:27

Investment Theme

April 03, 2025 10:52

Liberation (or rather Retro) Day - some initial thoughts

Every so often the US casts its mind back to the 1950s it seems (eg American Graffiti and Happy Days in the 1970s) and so it is again!

Shane Oliver

Shane Oliver

AMP

April 03, 2025 10:52

Commodities

April 03, 2025 10:52

What the new US$3,000 era for gold means for investors

Gold smashed through the psychological $3,000 barrier in mid-March and hasn’t looked back. What’s fuelling its relentless momentum?

Shaokai Fan

Shaokai Fan

World Gold Council

April 03, 2025 10:52

Macro

April 03, 2025 10:08

Tariffs: Making the U.S. Exceptional, but not in a good way

If getting them from Mexico suddenly became a lot more expensive, the U.S. would shift to importing these goods from elsewhere (at higher prices and lower...

Ben Inker

Ben Inker

GMO

April 03, 2025 10:08

Views from the Top

April 03, 2025 09:10

What it means to be a true contrarian (and two stock picks from a seasoned practitioner)

With global markets priced for perfection opportunities are rife for contrarians - although the investment style is not for the fainthearted

Chris Conway

Chris Conway

Livewire Markets

April 03, 2025 09:10

Listed Series

April 03, 2025 06:00

Income is harder to find — this ETF offers a fresh solution for retail investors

Macquarie’s Blair Hannon explains how the asset manager's new ETF works and how active management can help income investors minimise risk.

Vishal Teckchandani

Vishal Teckchandani

Livewire Markets

April 03, 2025 06:00

Equities

April 02, 2025 16:36

Who’s afraid of a little volatility? The ASX and global stocks the WAM team are buying and the risks to watch

The key themes and stocks to watch in the Wilson Asset Management Roadshow April 2025.

Sara Allen

Sara Allen

Livewire Markets

April 02, 2025 16:36

Macro

April 02, 2025 14:36

Liberation Day is here; gold futures surge as Trump slaps 25% tariffs on all cars; 10% on Australia & UK, 20% on EU

AMP’s Shane Oliver tips a 15% market fall from recent highs as Trump eyes the most extreme US protectionist policy in over 100 years.

Vishal Teckchandani

Vishal Teckchandani

Livewire Markets

April 02, 2025 14:36

Fixed Income

April 02, 2025 13:33

"Simple and boring" but incredibly important right now - don't overlook this asset class

Janus Henderson's Jay Sivapalan is an advocate for keeping portfolios in shape. With the world changing, he shares how he's positioning now.

Chris Conway

Chris Conway

Livewire Markets

April 02, 2025 13:33

Listed Series

April 02, 2025 06:00

The end of bank hybrids, the future of fixed income investing

Macquarie’s Brett Lewthwaite shares his views on how investors can target attractive yields with a lower risk through this asset class.

Vishal Teckchandani

Vishal Teckchandani

Livewire Markets

April 02, 2025 06:00

Success and More Interesting Stuff

April 01, 2025 15:35

Bob Desmond: Patiently picking the eyes out of quality global growth stocks

From Zimbabwe to Australia, Bob Desmond built a $1.5 bn global fund with a contrarian edge. Discover his winning strategy.

Matthew Kidman

Matthew Kidman

Centennial Asset Management

April 01, 2025 15:35

Equities

April 01, 2025 14:29

Why Trump's tariffs mean US equities will underperform, traders eye Europe

Investors are dumping US stocks and looking for alternatives like gold and European equities, but will this trade extend into 2025?

Tom Richardson

Tom Richardson

Livewire Markets

April 01, 2025 14:29

Macro

April 01, 2025 13:49

A buying opportunity or the prelude to a full-blown bear market?

There’s only one story in global markets this week. What the US President has dubbed Liberation, and others prefer to call Demolition, Day.

Tom Stevenson

Tom Stevenson

Fidelity International

April 01, 2025 13:49

Equities

April 01, 2025 12:57

I know what you’re thinking. Don’t!

Studies show that investors can be their own worst enemy. So what should they do right now? Callum Newman from Fat Tail Media weighs in.

Callum Newman

Callum Newman

Fat Tail Investment Research

April 01, 2025 12:57

Equities

April 01, 2025 10:54

Backing a microcap software winner in the global horse racing wagering industry

1.5x ARR for a founder-led software company dominating it's Australian niche with global ambitions.

Luke Winchester

Luke Winchester

Merewether Capital

April 01, 2025 10:54

Equities

April 01, 2025 10:30

Investing like Warren Buffett in an uncertain market

When markets look choppy, it’s time to take a leaf from the legendary investor’s book.

Sara Allen

Sara Allen

Livewire Markets

April 01, 2025 10:30

Macro

April 01, 2025 10:30

This region is poised to outperform. Here's where you should be looking

Powerful shifts are shaping fresh investment opportunities. Andrew Swan of Man Group explains the forces fueling this transformation.

Anna Dadic

Anna Dadic

Livewire Markets

April 01, 2025 10:30

Listed Series

April 01, 2025 08:53

Investing for the biggest market shift since the GFC

Schroders' Sebastian Mullins shares how he looks for a growth gap and the three themes behind the market regime shift.

Chris Conway

Chris Conway

Livewire Markets

April 01, 2025 08:53

Private Assets

April 01, 2025 08:52

The market having its ‘iPhone moment’, reshaping how capital is accessed and deployed

Global credit markets are undergoing transformation. Here we discuss the changes taking place and what they mean for investors.

Tal Reback

Tal Reback

KKR Australia

April 01, 2025 08:52

The Pitch

April 01, 2025 06:00

Investor demand for customisation is pushing an evolution in investment structures

MLC Asset Management’s Anthony Golowenko discusses the changes in managed accounts and how investors are customising for their needs.

Sara Allen

Sara Allen

Livewire Markets

April 01, 2025 06:00

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