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Asset Allocation
Gold and bonds: a mixed few months for my awful investing strategy
Chasing trends yielded two very different results across September and October. What will November have in store?
Tom Stelzer
, Livewire Markets
Private Markets
Ramp Co-Founder and Co-CEO Eric Glyman on AI adoption, jobs, and token spend
Blackstone
, Blackstone
Equities
Home bias is getting expensive
Evan Metcalf
, Savana Active ETFs
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EDITOR PICKS
Investment Theme
A crash is coming, but it's not the end of the bull market, says Chris Watling
Tom Stelzer
, Livewire Markets
Macro
The RBA has an identity problem. Excess demand? Who is to blame?
Tim Toohey
, Yarra Capital Management
Shares
Emerging companies are delivering the growth. Investors still won’t pay for it
Keith Ford
, Livewire Markets
Markets
Interest rates went up, so did retail stocks. What's going on?
James Marlay
, Livewire Markets
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Buy Hold Sell
Buy Hold Sell: 5 ASX ‘stayers’ to go the distance
Wesfarmers, REA, TechnologyOne, BHP and Pinnacle have credentials for the long haul. Two fund managers weigh up their prospects and prices.
Patrick Poke
, Livewire Markets
Growth
Ben Clark’s 6-point checklist for holding through a selloff - and 2 stocks making the cut
Nothing tests an investor's nerves more than a cratering growth stock. Here is how TMS Ben Clark's survives and thrives from those moments.
Vishal Teckchandani
, Livewire Markets
Buy Hold Sell
Buy Hold Sell: 5 high-yielding ASX stocks paying above-market dividends
Tired of the usual banks and miners? Two fund managers rate 5 high-yielding ASX stocks paying above-market dividends.
James Marlay
, Livewire Markets
Investment Theme
A crash is coming, but it's not the end of the bull market, says Chris Watling
The Longview Economics CEO on the view from Europe, AI, oil and the places still offering value.
Tom Stelzer
, Livewire Markets
BUY HOLD SELL
View All
Buy Hold Sell
Buy Hold Sell: 5 ASX ‘stayers’ to go the distance
Patrick Poke
, Livewire Markets
Buy Hold Sell
Buy Hold Sell: 5 high-yielding ASX stocks paying above-market dividends
James Marlay
, Livewire Markets
Buy Hold Sell
Buy Hold Sell: 6 stocks consistently growing their dividends
James Marlay
, Livewire Markets
Buy Hold Sell
Buy Hold Sell: Are the moats around these 4 ASX stocks still holding? (Plus 2 the pros say are)
Anna Dadic
, Livewire Markets
Manage Editor Pick
Manage Promoted Wires
Latest
Equities
November 05, 2026 14:43
Home bias is getting expensive
US shares have beaten Australian shares for five years. The cause, in our view, is no longer the tech cycle but a deeper structural divide.
SVNP
Savana US Small Caps Active ETF
ASX:SVNP
Followed by
1
person
SVNP
Savana US Small Caps Active ETF
ASX:SVNP
Followed by
1
person
Evan Metcalf
Savana Active ETFs
November 05, 2026 14:43
Private Markets
November 05, 2026 14:33
Ramp Co-Founder and Co-CEO Eric Glyman on AI adoption, jobs, and token
spend
Want to know how companies are really using AI? Follow the money.Over 85,000 companies use Ramp to manage their business spend, giving it a unique view into where...
Blackstone
Blackstone
November 05, 2026 14:33
Asset Allocation
November 05, 2026 12:28
Gold and bonds: a mixed few months for my awful investing strategy
Chasing trends yielded two very different results across September and October. What will November have in store?
Tom Stelzer
Livewire Markets
November 05, 2026 12:28
Equities
November 05, 2026 11:57
ASX data centre stocks an oasis in the midterm bloodbath
US data centre stocks tumble after the Democratic midterm sweep, while ASX operators rally as investors reassess global AI infrastructure.
CIP
Centuria Industrial REIT
ASX:CIP
Followed by
69
people
GMG
Goodman Group
ASX:GMG
Followed by
414
people
MAQ
Macquarie Technology Group Ltd
ASX:MAQ
Followed by
113
people
+1
CIP
Centuria Industrial REIT
ASX:CIP
Followed by
69
people
GMG
Goodman Group
ASX:GMG
Followed by
414
people
MAQ
Macquarie Technology Group Ltd
ASX:MAQ
Followed by
113
people
NXT
NEXTDC Ltd
ASX:NXT
Followed by
493
people
Cliff Man
ETF Shares
November 05, 2026 11:57
Featured
A crash is coming, but it's not the end of the bull market, says Chris
Watling
The Longview Economics CEO on the view from Europe, AI, oil and the places still offering value.
Tom Stelzer,
Livewire Markets
Macro
November 05, 2026 09:35
Political shift, but limited market regime change from US midterms
A definitive midterm result will have some impact but shouldn't change too much for what's moving markets.
Seema Shah
Principal Asset Management
November 05, 2026 09:35
Shares
November 05, 2026 06:00
Small cap investors call time on Australian AI trade. Here are 3 ASX stocks for the next cycle
Firmus, AirTrunk and NEXTDC have all hit funding hurdles. Matthew Kidman says that's the real risk for AI stocks, so he's getting defensive.
BAP
Bapcor Ltd
ASX:BAP
Followed by
274
people
CSL
CSL Ltd
ASX:CSL
Followed by
1592
people
KOA
The Koala Company Ltd
ASX:KOA
Followed by
1
person
BAP
Bapcor Ltd
ASX:BAP
Followed by
274
people
CSL
CSL Ltd
ASX:CSL
Followed by
1592
people
KOA
The Koala Company Ltd
ASX:KOA
Followed by
1
person
Keith Ford
Livewire Markets
November 05, 2026 06:00
Wealth
November 04, 2026 18:54
Good advice often ends with zero money
Sound strange? Here's a different way to think about leaving your kids money.
Sebastian Ferrando
Koda Capital
November 04, 2026 18:54
Macro
November 04, 2026 18:01
Looking beyond Brazil’s political headlines
The election did not want for colourful candidates. The right-wing candidate, the son of a former president convicted of attempting a coup, is under investigation for...
Alison Savas
Orbis
November 04, 2026 18:01
Fixed Income
November 04, 2026 15:57
Higher yields, new opportunities: What now for
bonds?
A series of rate hikes in Australia, persistent inflation and ongoing geopolitical uncertainty. How higher yields are reshaping markets
Adam Bowe
PIMCO
November 04, 2026 15:57
Equities
November 04, 2026 13:45
Overlooked opportunities in battery tech
Battery technology and lithium stocks have had a rollercoaster year, rising more than 40% at one point during the Iran War before sliding back toward flat year-to-date...
ACDC
Global X Battery Tech & Lithium ETF
ASX:ACDC
Followed by
2313
people
ACDC
Global X Battery Tech & Lithium ETF
ASX:ACDC
Followed by
2313
people
Justin Lin
Global X ETFs
November 04, 2026 13:45
Markets
November 04, 2026 13:08
Interest rates went up, so did retail stocks. What's going on?
The RBA hiked interest rates on Melbourne Cup Day - that sounds bad for consumers but beaten down retail stocks caught a hot bid.
ASG
Autosports Group Ltd
ASX:ASG
Followed by
86
people
BBN
Baby Bunting Group Ltd
ASX:BBN
Followed by
128
people
LOV
Lovisa Holdings Ltd
ASX:LOV
Followed by
182
people
+1
ASG
Autosports Group Ltd
ASX:ASG
Followed by
86
people
BBN
Baby Bunting Group Ltd
ASX:BBN
Followed by
128
people
LOV
Lovisa Holdings Ltd
ASX:LOV
Followed by
182
people
UNI
Universal Store Holdings Ltd
ASX:UNI
Followed by
51
people
James Marlay
Livewire Markets
November 04, 2026 13:08
Equities
November 04, 2026 11:26
Australian small caps: a coiled spring so far this AGM season
Small caps trail large caps by a margin seen only three times since 2002. AGM insights and five catalysts that could spark a rebound.
BAP
Bapcor Ltd
ASX:BAP
Followed by
274
people
BGL
Bellevue Gold Ltd
ASX:BGL
Followed by
144
people
LOV
Lovisa Holdings Ltd
ASX:LOV
Followed by
182
people
+1
BAP
Bapcor Ltd
ASX:BAP
Followed by
274
people
BGL
Bellevue Gold Ltd
ASX:BGL
Followed by
144
people
LOV
Lovisa Holdings Ltd
ASX:LOV
Followed by
182
people
SSM
Service Stream Ltd
ASX:SSM
Followed by
114
people
Phillip Hudak
Maple-Brown Abbott
November 04, 2026 11:26
Asset Allocation
November 04, 2026 11:14
Rising yields have put bonds back in business
A return to historical norms for interest rates means the outlook for bonds is finally attractive again.
BANK
Global X Australian Bank Credit ETF
ASX:BANK
Followed by
14
people
USHY
Global X Usd High Yield Bond (Currency Hedged) ETF
ASX:USHY
Followed by
2
people
USIG
Global X Usd Corporate Bond (Currency Hedged) ETF
ASX:USIG
Followed by
8
people
BANK
Global X Australian Bank Credit ETF
ASX:BANK
Followed by
14
people
USHY
Global X Usd High Yield Bond (Currency Hedged) ETF
ASX:USHY
Followed by
2
people
USIG
Global X Usd Corporate Bond (Currency Hedged) ETF
ASX:USIG
Followed by
8
people
Marc Jocum
Global X ETFs
November 04, 2026 11:14
Shares
November 04, 2026 08:42
Emerging companies are delivering the growth. Investors still won’t pay for it
The ASX is worth about 20% more than three years ago but has 200 fewer companies. NAOS’s Sebastian Evans explains why it's shrinking.
MXI
Maxiparts Ltd
ASX:MXI
Followed by
18
people
MXI
Maxiparts Ltd
ASX:MXI
Followed by
18
people
Keith Ford
Livewire Markets
November 04, 2026 08:42
Equities
November 04, 2026 08:15
Charging ahead: A Contrarian Look at Lithium
Why lithium miners such as PLS, Liontown, and Vulcan Energy presently fit our contrarian investment approach.
LTR
Liontown Ltd
ASX:LTR
Followed by
342
people
PLS
PLS Group Ltd
ASX:PLS
Followed by
969
people
VUL
Vulcan Energy Resources Ltd
ASX:VUL
Followed by
301
people
LTR
Liontown Ltd
ASX:LTR
Followed by
342
people
PLS
PLS Group Ltd
ASX:PLS
Followed by
969
people
VUL
Vulcan Energy Resources Ltd
ASX:VUL
Followed by
301
people
Chris Watson
Contrarius Australia
November 04, 2026 08:15
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Macro
November 04, 2026 07:15
The RBA has an identity problem. Excess demand? Who is to blame?
The RBA's case for keeping policy tight and threatening further interest rate tightening rests on one main conclusion: the economy is still running with excess demand....
Tim Toohey
Yarra Capital Management
November 04, 2026 07:15
Expert Insights
November 04, 2026 06:00
Finding scarce assets in a world of abundant
money
As the AI shakeout exposes weak business models, Josh Cummings of Janus Henderson is turning tactically bullish.
JGBL
Janus Henderson Global RSCH-Eng Equity Active ETF
ASX:JGBL
Never miss an update
JGBL
Janus Henderson Global RSCH-Eng Equity Active ETF
ASX:JGBL
Never miss an update
Anna Dadic
Livewire Markets
November 04, 2026 06:00
Investment Theme
November 04, 2026 06:00
A crash is coming, but it's not the end of the bull market, says Chris
Watling
The Longview Economics CEO on the view from Europe, AI, oil and the places still offering value.
Tom Stelzer
Livewire Markets
November 04, 2026 06:00
Markets
November 03, 2026 16:43
RBA hikes interest rate to 4.85%, but a split vote hints the end may be near
A fifth rate hike for 2026 lands on Cup Day, but a third of the Board wasn't convinced it was needed.
Carl Capolingua
Livewire Markets
November 03, 2026 16:43
Equities
November 03, 2026 16:18
Companies belong to one of 6 styles. Which style is working now?
Performance this year has depended on buying (and selling) companies that belong to all six styles, at the right time.
C79
Chrysos Corporation Ltd
ASX:C79
Followed by
32
people
EGH
Eureka Group Holdings Ltd
ASX:EGH
Followed by
12
people
FHE
Frontier Energy Ltd
ASX:FHE
Followed by
18
people
+1
C79
Chrysos Corporation Ltd
ASX:C79
Followed by
32
people
EGH
Eureka Group Holdings Ltd
ASX:EGH
Followed by
12
people
FHE
Frontier Energy Ltd
ASX:FHE
Followed by
18
people
VYS
Vysarn Ltd
ASX:VYS
Followed by
20
people
Claudia Kwan
North Star Impact Funds
November 03, 2026 16:18
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