editor’s picks

Investment Theme

Why stocks in this sector are near an inflection point

Livewire Markets

Equities

The outlook for ASX dividends in FY 2024

Plato Investment Management

Property

Australia's property market is in crisis. But who (or what) is to blame?

Livewire Markets

Fixed Income

Where PIMCO is investing as recession looms

Livewire Markets

most popular

2 stocks fundies would bet the house on (and the biggest risks to Value investing over the next 12 months)

In this episode, Antipodes' Jacob Mitchell and PM Capital's Paul Moore share their secret to finding value in today's volatile market.

Livewire Markets

Buy Hold Sell: 5 boring stocks trading at beautiful prices

In this episode, PM Capital's Paul Moore and Antipodes' Jacob Mitchel scour the globe for some of the world's most reliable stocks.

Livewire Markets

Which are the most-consistent high-returning global share funds in Australia?

We called on the data geniuses at Morningstar to find out... And the results are sure to surprise you.

Livewire Markets

Why Coolabah Capital's Christopher Joye thinks the "mother of all default cycles" has started

Flexibility and quality are two of the Coolabah Capital CIO's north stars in investing. He's also leaning on both more than ever.

Livewire Markets

Undiscovered Funds

Latest

Daily Report

The Match Out: ASX fades into the afternoon and consumer stocks find some support

The daily Match Out for Wednsday 7 June with James Gerrish of Market Matters.
+1
James Gerrish
Market Matters
Property

Is now a good time to buy a house?

House prices have fallen so many investors might be wondering if it's time to find a bargain. I asked three experts for their insights.
Sara Allen
Livewire Markets
Macro

Strong unit labour costs continue to drive high domestic inflation

Strong unit labour costs account for the bulk of high domestic inflation.
Kieran Davies
Coolabah Capital
Equities

Will the AI rally turn out to be dotcom 2.0?

The extreme AI-led rally in US Mega-caps has got many wondering if they've missed the boat. The reality is the boat hasn’t been built yet.
+7
Mark Gardner
Maqro Capital
Macro

Monetary policy changing the goalposts

Australia has been delivered another rate hike in an attempt to "quash" inflation. This month I debate with special guest Tim Toohey, Head of Macro and Strategy, the...
Darren Langer
Yarra Capital Management
Fixed Income

Has the recession already begun?

The contrast couldn’t be starker. In Q1, 2023 the US economy grew at 1.3% on an annualised basis. Forecasts for Q2 are lower but still positive. Next week, we get...
Andrew Canobi
Franklin Templeton
Equities

No one really wants to be known as “Poodles”

In this article I explore one of the behavioural biases that creates opportunity for value investors.
Stephen Bennie
Castle Point Funds
Equities

AI is the new kingmaker

Investors had better not fall into the "AI is but a temporary bubble" trap, because tomorrow's future is about to be rewritten.
AMA
APX
NXT
+2
Rudi Filapek-Vandyck
FNArena
Daily Report

ASX 200 to rise + Iron ore prices at six-week highs on China stimulus bets

Get up to date on overnight market activity and the big events for the day.
KGN
The Morning Wrap
Livewire Markets
Undiscovered Funds

Why Coolabah Capital's Christopher Joye thinks the "mother of all default cycles" has started

Flexibility and quality are two of the Coolabah Capital CIO's north stars in investing. He's also leaning on both more than ever.
Hans Lee
Livewire Markets
Daily Report

The Match Out: RBA hikes again, Discretionary and Financials struggle the most

The daily Match Out for Tuesday 6 June with James Gerrish of Market Matters.
ASX
+3
James Gerrish
Market Matters
Macro

The RBA hikes again & signals the risk of more to come

The RBA is worried by high inflation and wants to anchor expectations.
Kieran Davies
Coolabah Capital
Macro

The RBA hikes rates for the 12th time. But one recession signal suggests it is already too late.

Purely on inflation, the RBA has a lot more work to do. But look at any other economic indicator and you might find a different story.
Hans Lee
Livewire Markets
Macro

US employment market: weakening but still relatively robust

While the US employment market continues to weaken, the latest BLS data shows that as it currently stands, it remains relatively robust.
Steven Anastasiou
Economics Uncovered
Equities

6 pharma and biotech companies with strong momentum

Australian biotech and pharma had a number of key results in May with several stocks rallying. I look at 6 companies on the move.
IMM
MSB
+3
Claire Aitchison
Independent Investment Research
Income Series

Where PIMCO is investing as recession looms

Following the worst year on record the bond market is ripe with opportunity. PIMCO's Adam Bowe explains where he is investing in 2023.
James Marlay
Livewire Markets
Funds
Sponsored

Secure your future, with income solutions for life’s different stages

In these uncertain times, why not consider regular income. Challenger can offer a range of income solutions to help you meet your investment goals.  Rising rates are...
Challenger Limited
Property

Australia's property market is in crisis. But who (or what) is to blame?

Last month, RBA Governor Philip Lowe issued a blunt warning: housing supply will struggle to keep up with Australia's population growth.  In short, too many people and...
David Thornton
Livewire Markets
Daily Report

Australian stocks to fall + How does the ASX 200 perform on RBA rate hike days

Get up to date on overnight market activity and the big events for the day.
The Morning Wrap
Livewire Markets
Equities

The outlook for ASX dividends in FY 2024

Over the past three decades, Australian stocks have proved an exceptional source of income for investors, and in particular retirees thanks to the added benefits of...
BHP
JBH
+6
Peter Gardner
Plato Investment Management