Monetary responders: are these the heroes your portfolio needs right now?
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Private credit is being tested. Here is what matters now
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EDITOR PICKS
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Henry Jennings breaks down CSL’s stunning rebound and other notable results from the third week of August 2026 reporting season.
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Emanuel Datt on the conservative guidance, the shrinking founder discount and why he thinks the ACCC investigation goes nowhere.
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Cheap, recovering and the growth narrative is intact. IML's Marc Whittaker on the outlook for ARB Corp.
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A bumper result has the company back on track and looking to grow in Australia and the US.
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Fixed Income

Private credit is being tested. Here is what matters now

Understanding what you own, how it is structured and who manages it has never mattered more.
Josh Manning
Manning Asset Management
Alternatives

Monetary responders: are these the heroes your portfolio needs right now?

The US debt crisis has changed the dynamic on the security of bonds. Investors might need to look elsewhere for defensiveness.
Stuart Eliot
AMP Investments
Equities

Cheaper intelligence, greater demand: The message from Nvidia

Nvidia’s latest results provide a timely test of the AI investment thesis.
Lachlan Hughes
Swell Asset Management
Investment Theme

Regal's King and Aitken talk retirement, the ASX and the trade he's watching now

Founder Phil King is stepping down after 20 years in charge. Here's what he's watching in markets right now.
BHP
Tom Stelzer
Livewire Markets
Markets

Hyperion’s bullish case for the long-term economics of AI

Humanoids, autonomous vehicles and inference at scale. Why Hyperion thinks the AI revenue opportunity outweighs the capex explosion.
+2
Keith Ford
Livewire Markets
Equities

The Ooshie edge: Woolies outpaces Coles in FY26 but is there any upside for investors?

Ausbil's Michael Price on what's gone right for the supermarket supergiants - and what could go wrong.
COL
Tom Stelzer
Livewire Markets
Reporting Season

You almost never see Wisetech this cheap. Datt Capital sees a buying opportunity

Emanuel Datt on the conservative guidance, the shrinking founder discount and why he thinks the ACCC investigation goes nowhere.
Kerry Sun
Livewire Markets
Shares

ASX lithium stocks at critical juncture as market deficit pushed to 2030

Lithium’s rally has stalled, and ASX lithium stocks have faltered. Here’s why.
CXO
+7
Carl Capolingua
Livewire Markets
Reporting Season

"It's an execution year": Aussie Broadband CFO on how hard work has set up a promising FY27

Revenue is up and the growth outlook remains good. CFO Darren Rowland is excited about what comes next.
Tom Stelzer
Livewire Markets
Investment Theme

From ice age to golden age: Can this sector maintain its world-leading returns?

Emerging markets equities have outpaced most developed markets thanks to the AI boom. What's the outlook now?
Tom Stelzer
Livewire Markets
Private Markets

What the headlines are missing on private credit

Barrenjoey’s private credit team explains how asset-backed lending works, the assets underpinning it and the protections for investors.
Magellan Investment Partners
Magellan Investment Partners
Growth

Why cybersecurity could be one of the decade’s biggest investment themes

The need for greater spending on digital security isn't going anywhere.
AR9
CYBR
+19
Sara Allen
Livewire Markets
Macro

Rising Treasury yields: Why buybacks won’t fix a term premium problem

Investors are becoming increasingly concerned about the risks of owning long-term government bonds.
Seema Shah
Principal Asset Management
Asset Allocation

The Future Fund’s playbook for AI and what it means for investors

The Future Fund has shared its strategic framework for navigating the transformative rise of artificial intelligence (AI).
+3
Arian Neiron
VanEck
Retirement

Vanguard's 6 shocking charts about retirement in 2026

Gen Z may miss a rite of passage Boomers took for granted: retiring mortgage-free. Vanguard's latest report reveals a generational divide.
Vishal Teckchandani
Livewire Markets
Property

The brutal new maths of saving for a house deposit

Saving for a house is hard enough. We crunched the numbers to see how much harder the new tax rules could make it.
Vishal Teckchandani
Livewire Markets
Property

The asset class at the intersection of the economy's most powerful forces

From AI to population growth, five structural forces are reshaping industrial property and driving long-term demand.
Chris Conway
Livewire Markets
Reporting Season

‘Reassuringly low surprise’: Why WAM is buying DBI after its result

DBI delivered a steady result, while WAM’s Hailey Kim sees its $370m project pipeline supporting further earnings growth.
Patrick Poke
Livewire Markets
Reporting Season

New cars in the lot and momentum is back for ARB Corp

Cheap, recovering and the growth narrative is intact. IML's Marc Whittaker on the outlook for ARB Corp.
Anna Dadic
Livewire Markets
Equities

What historically low numbers from banks and retailers mean for markets

A wave of private equity takeovers highlights the growing disconnect between fundamental value and volatile market pricing.
CSL
JBH
+5
Daniel Moore
IML
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