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Latest: Equities

Equities

Investors have had enough of large scale M&A

First do no harm. Management should try to not forget the hippocratic oath.
CSL
HLS
+5
Emma Fisher
Airlie Funds Management
Equities

Not playing the mug's game: How the pros are positioning ASX portfolios for the long-term

As markets stop and take a breath, we see what portfolio managers are thinking - and buying.
BHP
+4
Tom Stelzer
Livewire Markets
Equities

A stock with Perpetual value

Ray David from Blackwattle Investment Partners uncovers a great business at a bargain price—with a bonus turnaround option for free.
CPU
EQT
GQG
+1
Ray David
Blackwattle Investment Partners
Equities

The ‘Oligopoly Effect’: A gift for Aussie investors

The Australian market is dominated by industry leading business and investors can benefit from their privileged positions.
CGF
SEK
James Marlay
Livewire Markets
Buy Hold Sell

Buy Hold Sell: With gold at $5,000, where are the best opportunities?

Janus Henderson’s Daniel Sullivan & Seneca Financial’s Ben Richards dive into the white-hot gold space - at AU$5k, is there any value left?
+1
Buy Hold Sell
Livewire Markets
Equities

BHP, RIO, FMG, MIN, PLS…Big brokers tip ASX mining stocks tariff collateral damage is unavoidable

ASX mining and energy companies like BHP, RIO, FMG, MIN, IGO, PLS, SFR, and S32 won’t escape the trade war unscathed, say the big brokers.
BHP
FMG
+7
Carl Capolingua
Livewire Markets
Equities

The stocks the Easter Bunny should deliver this year (and some it shouldn't...)

The Aussie Equities Easter Bunny Advisory Committee is back with their tips for Easter 2025.
+8
Sara Allen
Livewire Markets
Equities

In a world of noise, this is one metric that matters

The era of easy money is over – here’s what matters now.
Patrick Poke
A Rich Life
Equities

5 key considerations for investors

Amid a volatile and uncertain environment for global technology stocks, we highlight what is driving our thinking and investment decisions.
+1
Alison Porter
Janus Henderson
Equities

“That’s not diversification”: The overlooked opportunity trading at a 30% discount

Emerging markets are undervalued, they are underrepresented, and potentially a blind spot in many portfolios, says Orbis' Vern du Preez.
Chris Conway
Livewire Markets
Equities

'Not our base case': Fed unlikely to unleash printing presses, QE, to offset US/China trade war

Talk the Fed could restart QE programs to cap bond yields if they rebound on new inflation worries has been dismissed by economists.
Tom Richardson
Livewire Markets
Equities

Morgan Stanley’s top-ranked ASX healthcare picks for right now

With the ability to offset the impact of tariffs and strong historical performance in tough times, the health sector could be one to watch.
CSL
RMD
Tom Stelzer
Livewire Markets
Equities

ASX insiders "buy the dip" at record levels in March quarter

Want to know who is buying and selling their own stock? Join Livewire's Chris Conway and Kerry Sun for our quarterly update.
HLI
PPT
+1
Chris Conway
Livewire Markets
Equities

The bigger (the multiple), the harder they fall

It’s tempting to lay the ASX200 travails of recent times to Liberation Day. But that would be wrong.
BLD
+3
Schroders Australia
Schroders
Equities

Trying to reason with high vol season

Higher volatility was our base case for 2025—and here it is(1) The economic and fundamental backdrops are still reasonably sound, but persistent inflation, higher...
+3
Scott Helfstein
Global X ETFs
Equities

2 of the most innovative ASX companies you might not have heard of

How do you ever expect to find the next market darling if you're not even looking? Here's two ideas to join the hunt.
DXB
Chris Conway
Livewire Markets
Equities

The eye of the storm? How the pros are positioning with US stocks set to rebound

With equities on the bounce, we get a temperature check on where the opportunities are now or if this is simply a false dawn.
+1
Tom Stelzer
Livewire Markets
Equities

BHP's chairman is buying shares on-market and Goldman Sachs thinks you should too

Ross McEwan, the BHP chairman, added 10,000 shares to his personal portfolio and is probably looking to take advantage of cheaper prices.
BHP
DEG
+2
Tom Richardson
Livewire Markets
Equities

AI infrastructure: rethinking risk, reward and reality

Structural technology shifts like AI don’t resolve in a year or two. They play out over decades.
Steven Glass
Pella Funds Management
Equities

Nations can't make everything

Over the past few years, the press has been full of articles about tariffs and trade policy, and politicians from Trump to Albanese have trumpeted the desire to...
Hugh Dive
Atlas Funds Management
Buy Hold Sell

Buy Hold Sell: Battery metals stocks to buy (and those to avoid)

Janus Henderson’s Daniel Sullivan and Seneca Financial’s Ben Richards dive into the unloved - lithium & battery metals. What will they find?
CXO
IGO
+3
Buy Hold Sell
Livewire Markets
The Rules of Investing

“We’re buying”: Emma Fisher spots a rare chance to upgrade the portfolio

Airlie’s Emma Fisher on staying calm in a crisis and the stocks she’s been buying as valuations take a hit.
APZ
+6
The Rules of Investing
Livewire Markets
Equities

120-year legacy: How Robert Millner has steered Soul Patts to consistent shareholder growth

What’s the secret behind 25 years of rising dividends and a 120-year legacy?
BKW
+1
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Buy Hold Sell

Buy Hold Sell: A truckload of commodity stocks for your watchlist (including 3 buys)

Janus Henderson’s Daniel Sullivan and Seneca Financial’s Ben Richards pick through the rubble for the best commodity plays.
A1M
IMD
+4
Buy Hold Sell
Livewire Markets
Equities

ASX Dividend Stocks: This 6-8% yielder held steady during the market selloff

While the S&P/ASX 200 tumbled 14% between February 14 and April 7, Dalrymple Bay Infrastructure managed to push 2.5% higher. Here's why.
Kerry Sun
Livewire Markets
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