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Buy Hold Sell
Growth Series
Series
Buy Hold Sell
Fund in Focus
Growth
Livewire Live
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Rapid Fire
Reporting Season
Success and More Interesting Stuff
The Pitch
The Rules of Investing
Views from the Top
Categories
Asset Allocation
Commodities
Daily Report
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Equities
Fixed Income
Funds
Investment Theme
Macro
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Property
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Equities
Top 5 ASX 300 contributors versus the rest. Something must eventually break
Real returns from the S&P/ASX 300 have been solid lately, but what’s driving them has been nothing short of remarkable.
Simon Mawhinney
, Allan Gray
Education
Missing the boat on a big ASX mining play
Tom Stelzer
, Livewire Markets
Macro
RBA claims uncertainty; easing financial conditions are the real reason
Tim Toohey
, Yarra Capital Management
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EDITOR PICKS
Equities
Did a Golden Cross just ignite the ASX 200? What this signal usually means for global and Australian equities
Dr David Allen
, Plato Investment Management
Equities
The passive giants are leaving crumbs - and we’re feasting
Steve Johnson
, Forager
Asset Allocation
Invest or pay down debt? Why the answer isn’t so simple
Anna Dadic
, Livewire Markets
Equities
Domino's Pizza: How a $150 stock became a $15 disaster
Kerry Sun
, Livewire Markets
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Buy Hold Sell
Buy Hold Sell: 5 ASX names with strong balance sheets (and 2 big buys)
Hamish FitzSimons and Dougal Maple-Brown apply their respective lenses to 5 ASX stocks with strong balance sheets.
Buy Hold Sell
, Livewire Markets
Buy Hold Sell
Buy Hold Sell: Is there any value left on the ASX? (2 big buys revealed)
With the index near record highs, Dougal Maple-Brown and Hamish FitzSimons go bargain hunting.
Buy Hold Sell
, Livewire Markets
Equities
4 stocks with imminent catalysts backed by L1 Capital
Big bids, bold turnarounds, and smart infrastructure plays: 4 stocks L1 Capital is backing for breakout potential over time.
Vishal Teckchandani
, Livewire Markets
Buy Hold Sell
Buy Hold Sell: 2 standout ASX names for FY26
James Gerrish and Henry Jennings wrap up the year that was, look ahead to FY26, and share two cracking stock picks for the coming 12 months.
Buy Hold Sell
, Livewire Markets
MEET THE INVESTOR
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Meet The Investor
Meet Carl and his no-fuss strategy for reliable income
Anna Dadic
, Livewire Markets
Meet The Investor
The GFC nearly crushed him - literally! Now Rudi’s hunting stocks built to last
James Marlay
, Livewire Markets
Meet The Investor
This former refugee is living the Aussie dream on bitcoin and gold, he says you can too
Tom Richardson
, Livewire Markets
Meet The Investor
Meet Lel: The self-taught investor with a diversified portfolio
Ally Selby
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Manage Editor Pick
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Latest
Macro
July 10, 2025 08:00
Momentum and growth
The great US momentum trade continues. The data shows the economy is nowhere near to a recession.
Chris Iggo
AXA Investment Managers
July 10, 2025 08:00
Equities
July 10, 2025 07:45
Top 5 ASX 300 contributors versus the rest. Something must eventually break
Real returns from the S&P/ASX 300 have been solid lately, but what’s driving them has been nothing short of remarkable.
CBA
Commonwealth Bank of Australia
ASX:CBA
Followed by
1624
people
GMG
Goodman Group
ASX:GMG
Followed by
359
people
NAB
National Australia Bank Ltd
ASX:NAB
Followed by
1251
people
+2
CBA
Commonwealth Bank of Australia
ASX:CBA
Followed by
1624
people
GMG
Goodman Group
ASX:GMG
Followed by
359
people
NAB
National Australia Bank Ltd
ASX:NAB
Followed by
1251
people
WBC
Westpac Banking Corporation
ASX:WBC
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1419
people
WES
Wesfarmers Ltd
ASX:WES
Followed by
918
people
Simon Mawhinney
Allan Gray
July 10, 2025 07:45
Education
July 10, 2025 06:00
Missing the boat on a big ASX mining play
Joel Fleming tells the story of the critical mineral stock he watched and waited on before it blew past his microcap remit
WA1
WA1 Resources Ltd
ASX:WA1
Followed by
51
people
WA1
WA1 Resources Ltd
ASX:WA1
Followed by
51
people
Tom Stelzer
Livewire Markets
July 10, 2025 06:00
Rapid Fire
July 10, 2025 06:00
The surprising resilience of big tech and 2 stocks for coming years
T.Rowe Price’s Dominic Rizzo shares why AI spend has been essential and how he has managed through uncertainty.
NASDAQ:AMD
Advanced Micro Devices Inc. Common Stock
NASDAQ:AMD
Followed by
21
people
NASDAQ:AMZN
Amazon.com Inc. Common Stock
NASDAQ:AMZN
Followed by
69
people
+7
NASDAQ:AMD
Advanced Micro Devices Inc. Common Stock
NASDAQ:AMD
Followed by
21
people
NASDAQ:AMZN
Amazon.com Inc. Common Stock
NASDAQ:AMZN
Followed by
69
people
NASDAQ:ASML
ASML Holding N.V. New York Registry Shares
NASDAQ:ASML
Followed by
24
people
NASDAQ:CDNS
Cadence Design Systems Inc. Common Stock
NASDAQ:CDNS
Never miss an update
+5
Sara Allen
Livewire Markets
July 10, 2025 06:00
Featured
Big opportunity but lots of risk - Morgan Stanley's take on markets
Morgan Stanley's Chris Nicol shares risks to watch, how he is positioning portfolios and a big opportunity.
Sara Allen,
Livewire Markets
Macro
July 09, 2025 16:39
RBA claims uncertainty; easing financial conditions are the real reason
The RBA again uses global uncertainty as a crutch to delay interest rate easing.
Tim Toohey
Yarra Capital Management
July 09, 2025 16:39
Commodities
July 09, 2025 15:23
Copper breaks all-time highs: Were you watching the mining insiders?
Former geologist James Cooper outlines why critical metals (like copper) are on the verge of following the early 2000s Iron Ore Playbook
James Cooper
Fat Tail Investment Research
July 09, 2025 15:23
Fixed Income
July 09, 2025 15:00
Why more income could be made from this Aussie asset class
For structural and cyclical reasons, the good times for hedged corporate credit can continue.
HCRD
Betashares Interest Rate Hedged Aus Corp Bond ETF
ASX:HCRD
Followed by
9
people
HCRD
Betashares Interest Rate Hedged Aus Corp Bond ETF
ASX:HCRD
Followed by
9
people
Hans Lee
Betashares
July 09, 2025 15:00
Macro
July 09, 2025 14:30
Seven key charts for investors to keep an eye on
From Trump’s tariffs to business conditions and the gap between earnings yields and bond yields, here are key charts to watch.
Shane Oliver
AMP
July 09, 2025 14:30
Commodities
July 09, 2025 14:27
Gold doesn’t blink: What trillions in US debt mean for safe-haven assets
From soaring deficits to political theatrics, gold’s strength holds as investors hedge against mounting US fiscal instability.
World Gold Council
World Gold Council
July 09, 2025 14:27
Equities
July 09, 2025 09:56
4 stocks with imminent catalysts backed by L1 Capital
Big bids, bold turnarounds, and smart infrastructure plays: 4 stocks L1 Capital is backing for breakout potential over time.
AZJ
Aurizon Holdings Ltd
ASX:AZJ
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356
people
MIN
Mineral Resources Ltd
ASX:MIN
Followed by
561
people
QAN
Qantas Airways Ltd
ASX:QAN
Followed by
741
people
+1
AZJ
Aurizon Holdings Ltd
ASX:AZJ
Followed by
356
people
MIN
Mineral Resources Ltd
ASX:MIN
Followed by
561
people
QAN
Qantas Airways Ltd
ASX:QAN
Followed by
741
people
STO
Santos Ltd
ASX:STO
Followed by
555
people
Vishal Teckchandani
Livewire Markets
July 09, 2025 09:56
Commodities
July 09, 2025 08:30
The controversial model predicting US$300,000 bitcoin this year
The stock-to-flow model has been surprisingly accurate during past bitcoin bull runs - will it get it right this time?
Tom Stelzer
Livewire Markets
July 09, 2025 08:30
Fund in Focus
July 09, 2025 06:00
“Cash is King”: The private credit fund built for reliability, not
surprises
Private credit managers may look similar, but few play like Epsilon. Joe Millward’s rule: real cash beats fantastical returns.
Vishal Teckchandani
Livewire Markets
July 09, 2025 06:00
Funds
July 09, 2025 06:00
Aboud: passive mispricings to reward active investors, AI shift to reward bold CEOs
Aboud on legacy, learning, and Perpetual's long game. Plus, the next big opportunities in markets: Mispricing, AI, and fewer active managers
Chris Conway
Livewire Markets
July 09, 2025 06:00
Education
July 08, 2025 19:37
Markets have evolved over time – has your portfolio?
If your portfolio hasn’t changed, or your conversations about it, you’ve got a problem. And it has likely cost you (a lot of) money.
Sebastian Ferrando
Koda Capital
July 08, 2025 19:37
Macro
July 08, 2025 17:08
RBA surprises by not cutting rates
RBA defies cut bets and holds in its July meeting; resilient data point to rising short yields and curve flattening.
WLE
Wam Leaders Ltd
ASX:WLE
Followed by
124
people
WMX
Wam Income Maximiser Ltd
ASX:WMX
Followed by
7
people
WLE
Wam Leaders Ltd
ASX:WLE
Followed by
124
people
WMX
Wam Income Maximiser Ltd
ASX:WMX
Followed by
7
people
Damien Boey
Wilson Asset Management
July 08, 2025 17:08
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Funds
July 08, 2025 12:16
Is now the time to invest in small caps?
In this edition of the IIR LMI Monthly Update we take a look at the key news in June as well as whether now is the time to be investing in small caps given the RBA...
Claire Aitchison
Independent Investment Research
July 08, 2025 12:16
Equities
July 08, 2025 08:30
A rare window of opportunity for long-term investors
With a 20-year CAGR of 14.1%, Thermo Fisher has repeatedly shown how temporary headwinds create long-term value for patient shareholders.
NYSE:TMO
Thermo Fisher Scientific Inc.
NYSE:TMO
Followed by
15
people
NYSE:TMO
Thermo Fisher Scientific Inc.
NYSE:TMO
Followed by
15
people
Jacob Celermajer
Cordis Asset Management
July 08, 2025 08:30
Livewire Live
July 08, 2025 08:00
Livewire Live 2025: Early Bird tickets now available. Secure your seat
today!
Livewire's annual investment day is shaping up to be an event like no other... Don't miss out!
James Marlay
Livewire Markets
July 08, 2025 08:00
Fund in Focus
July 08, 2025 06:45
"Win more on down days": The big edge for defensive equities
funds
Hamish FitzSimons on why defensive stocks are underappreciated, the parts of the ASX his fund is keen on, and those it isn't.
CBOE:AMVE
AB Managed Volatility Equities Fund (Managed Fund)—MVE Class
CBOE:AMVE
Followed by
1
person
CBOE:AMVE
AB Managed Volatility Equities Fund (Managed Fund)—MVE Class
CBOE:AMVE
Followed by
1
person
Tom Stelzer
Livewire Markets
July 08, 2025 06:45
Equities
July 08, 2025 06:30
A high-conviction precious metals re-rating story
In this feature, we break down the investment thesis in Coeur and what we’re watching as key catalysts unfold.
HM1
Hearts and Minds Investments Ltd
ASX:HM1
Followed by
68
people
NYSE:CDE
Coeur Mining Inc.
NYSE:CDE
Followed by
1
person
HM1
Hearts and Minds Investments Ltd
ASX:HM1
Followed by
68
people
NYSE:CDE
Coeur Mining Inc.
NYSE:CDE
Followed by
1
person
Charlie Lanchester
Hearts & Minds Investments
July 08, 2025 06:30
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