consumer discretionary

Latest news and analysis on consumer discretionary

Daily Report

ASX 200 slumps to fifth loss as resources, property stocks fall, discretionary stocks rise

Aussie stocks felt the brunt of softer overseas stock markets, lower commodities prices, and higher market interest rates.
BHP
+6
Carl Capolingua
Livewire Markets
Daily Report

ASX 200 notches important win as tech, consumer discretionary gain

Some good things were bubbling under the surface of what appeared to be a quiet day on the Australian stock market.
29M
BPT
JBH
+5
Carl Capolingua
Livewire Markets
Equities

Global small caps have outperformed large since 1998. Here’s why you should consider investing

Australian investors are often underexposed to global small caps, but perhaps it's time to end the hometown bias.
Sara Allen
Livewire Markets
Equities

Difficult times coming, but VanEck’s Chesler says Christmas isn’t cancelled… yet

The final months of the year can set up a positive new year for share markets, but will cost-of-living pressures create a bloodbath?
ADH
BHP
COL
+11
Sara Allen
Livewire Markets
Equities

A turning point is coming for small caps. Here's where Monash is investing

It’s no secret that small caps have struggled in recent times, but the coming environment could suit them.
IEL
IPD
+4
Sara Allen
Livewire Markets
Equities

These 4 companies are packaging yesterday's trash into cashflow treasure

Sustainability risk need not be about avoiding companies with poor performance; investment opportunities exist in a variety of sectors.
AMC
COL
+5
Kym Sheehan
Livewire Markets
Livewire Live

Three stocks Jacob Mitchell is backing for the next five years

Ahead of his appearance at Livewire Live on 12 September, Antipodes Partners' Jacob Mitchell answers a handful of burning questions.
+3
Sara Allen
Livewire Markets
Equities

Beware the retail rally

In this wire, Steve Johnson, CIO of Forager Funds Management and Gaston Amoros, Senior Analyst, discuss the market confusion
ADH
JBH
+3
Steve Johnson
Forager
Equities

Finding long-term opportunity in short-term volatility

The market has become too bearish on retail stocks and we think earnings will be the catalyst for a rebound.
JBH
+1
Tim Carleton
Auscap Asset Management
Equities

WAM's Oscar Oberg is getting his ducks in a row for a small-cap rally

Here's how he's doing it...
360
AUB
+7
David Thornton
Livewire Markets
Equities

The bargain hunters' guide to undervalued stocks in the coming quarter

A snapshot of the top undervalued picks by sector from Morningstar's Quarter 3 2023 outlook and a closer look at undervalued growth stocks.
AGL
BGA
+9
Sara Allen
Livewire Markets
Equities

Macquarie's top picks for the slowing Australian consumer

The largely resilient Australian consumer is starting to slowdown. Here's what Macquarie is seeing and the stocks it favours going forward.
COL
+10
Sara Allen
Livewire Markets
Investment Theme

Why stocks in this sector are near an inflection point

Are we seeing a turning point for consumer discretionary stocks? Here's what several brokers and two fundies think.
ADH
+14
Glenn Freeman
Livewire Markets
Equities

Hold onto your undies, we’re coming in to land

Last year was a torrid time for most asset classes and most investors, but at least there was no mystery over what created the chaos – rampant inflation. Higher...
Stephen Bennie
Castle Point Funds
Equities

JB Hi-Fi could buck the broader retail trend in a tough year ahead

Tipped to hold up better than most, JBH has a few traits others in the space don't, says Hugh Dive of Atlas Funds Management
JBH
Glenn Freeman
Livewire Markets
Equities

ASX consumer discretionary stocks: Broker views and a fundie’s top pick

Has the inflation-sensitive sector performed as expected, and what lies in store for the year ahead? Read on to get some insights.
+5
Glenn Freeman
Livewire Markets
Reporting Season

Why this retailer is still a buy despite the looming consumer slowdown

Ask the average punter about the fortunes of the retail sector over the past 12 months and the response is likely to be somewhere in the range of average to poor....
WES
Chris Conway
Livewire Markets
Equities

The quirky trend to add to your recession ready portfolio

Have you treated yourself this week? Perhaps a takeaway dinner or a new book or a new lipstick? The type of treat you and millions of others buy in particular...
COL
+2
Sara Allen
Livewire Markets
Equities

Two sectors set to light it up in FY23

All sectors have their time in the sun, that glorious moment when it's their turn to outperform the rest of the market.  First it was healthcare, led by market...
NCK
David Thornton
Livewire Markets
Macro

It’s becoming scary for small US retailers

U.S. Retail Industry observer Retail Dive is reporting Armaggeddon for small retailers in the U.S., citing the survey results of Alignable, a small business...
Roger Montgomery
Montgomery Investment Management
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