Rapid Fire

How Altius invests in a structurally undersupplied portion of the market

…and it’s not housing, but rather one of the biggest global themes of our times.
Sara Allen
Livewire Markets
Rapid Fire

ASX mid-caps poised to outperform (and 1 stock Auscap says is due a re-rate)

Auscap Deputy Portfolio Manager Will Mumford explains the appeal of Aussie mid-caps and details a stock he believes is under-priced.
RMD
Glenn Freeman
Livewire Markets
Rapid Fire

Why this "real asset" investor has a spring in his step

An outlook of stronger tenant demand and an upshift in manufacturing all bode well, says Trilogy's Clinton Arentz
Glenn Freeman
Livewire Markets
Rapid Fire

There’s plenty of opportunity in the less sexy parts of the market (if you're willing to look)

Elston Asset Management co-founder, Bruce Williams, shares his hot take in the following Rapid Fire- ahead of a Views From the Top interview
Chris Conway
Livewire Markets
Rapid Fire

How holding fewer equities, even when markets are flying, can improve your returns...

And really turbocharge them should volatility return with vengeance
Chris Conway
Livewire Markets
Rapid Fire

Where Ellerston finds stocks with upside that is triple the risk

Ellerston Capital's Alexandra Clarke reviews the past six months and what it may tell investors about the second half of 2024
360
ZIP
Glenn Freeman
Livewire Markets
Rapid Fire

Don’t be scared by all-time highs in global equities, there’s likely more on the way

The global equity party is in full swing, with AI and energy demand spiking the punch
+3
Chris Conway
Livewire Markets
Rapid Fire

The four commodities that stand out in a potential supercycle

Janus Henderson’s Daniel Sullivan believes we could be on the cusp of a sypercycle and there are four commodities that stand out.
Glenn Freeman
Livewire Markets
Rapid Fire

Why this stock picker lives for the hunt (and the big opportunities she's targeting)

Ahead of a longer form 'Views From the Top' interview, I peppered Munro's Qiao Ma with some rapid fire questions.
Chris Conway
Livewire Markets
Rapid Fire

The biggest surprise in US earnings (and 9 stocks that sold off unexpectedly)

Inconsistent and muted investor reactions to strong results are throwing up opportunities, says Montaka’s Andrew Macken
+5
Glenn Freeman
Livewire Markets
Rapid Fire

The only Aussie name in Platinum's global stocks fund

Platinum Asset Management’s Clay Smolinski discusses how he’s positioned now, including 10 global stocks and 1 local name
AGL
+12
Glenn Freeman
Livewire Markets
Rapid Fire

The Australian property snapback is drawing near

After a period in the doldrums for the sector, Charter Hall’s Steven Bennett is upbeat on the outlook for commercial property
Glenn Freeman
Livewire Markets
Rapid Fire

Dion Hershan on taking a different view (and 1 stock and 1 sector he likes right now)

In this Rapid Fire, Yarra Capital Management's Dion Hershan, shares his hot take on markets and why validation reigns supreme
PXA
Chris Conway
Livewire Markets
Rapid Fire

Despite the short-term euphoria, AI is a long-term play (and 2 sectors for patient investors)

AI is all the rage and while titans will rise and fall, the "winners" will enjoy most of the spoils. So, how to find them?
+8
Chris Conway
Livewire Markets
Rapid Fire

Why complacency (and not defaults) will become investors' kryptonite

T. Rowe Price's Mike Della Vedova answers six of our most burning questions in a high yield edition of Livewire's Rapid Fire.
Hans Lee
Livewire Markets
Rapid Fire

Mid-caps the place to be in a soft landing: Fidelity

Fidelity International's Global CIO answers five of our Rapid Fire questions.
Hans Lee
Livewire Markets
Rapid Fire

2 things that could upset the market consensus in 2024

Lazard's Chief Market Strategist Ron Temple answers our pressing questions in a classic edition of Livewire's Rapid Fire.
Hans Lee
Livewire Markets
Rapid Fire

Rudi: The best and worst of the February reporting season

In this Rapid Fire interview, FNArena's Rudi Filapek-Vandyck shares the stocks to watch over the month ahead.
BAP
CSL
GMG
+2
Ally Selby
Livewire Markets
Rapid Fire

The case for keeping it simple (and how it helped this fundie return 30.8% in 2023)

In this Rapid Fire Q&A, Aoris Investment Management's Stephen Arnold outlines the strategy, and some of the stocks, that helped him do it.
+2
Ally Selby
Livewire Markets
Rapid Fire

Tribeca bullish on uranium as prices continue to skyrocket

Uranium is one of the hottest commodities in the market right now, but is there more to come?
Chris Conway
Livewire Markets
Rapid Fire

How this fundie unearths small-cap winners (and one stock for the year ahead)

A reminder that, sometimes, the best thing you can do is get out of your own way was among Fairlight Asset Management's key lessons of 2023
Glenn Freeman
Livewire Markets
Rapid Fire

2 small stocks with big catalysts in 2024

And why there hasn't been this much opportunity in the small end of the market since the GFC.
Ally Selby
Livewire Markets
Rapid Fire

Ain’t seen nothing yet: The AI revolution is still winding up, says Montaka

This global asset manager was an early mover on artificial intelligence, which CIO Andrew Macken believes has much further to run.
+4
Glenn Freeman
Livewire Markets
Rapid Fire

Why 2024 could be a year for ASX bulls

These money managers are fully invested in Australian equities.
ALD
BGA
+6
Sara Allen
Livewire Markets
Rapid Fire

Invested or interested in ASX LICs? Here are 3 to watch in 2024

There are tremendous discounts across the LICs market, and Affluence Funds Management’s Daryl Wilson has been putting money to work.
HGV
+2
Sara Allen
Livewire Markets
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