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Worried about a downturn? Here are 7 ASX companies with resilient earnings

The companies these fundies believe will help investors ride a downturn.
BXB
COL
+4
Sara Allen
Livewire Markets
Reporting Season

The US$115 billion question: Will Meta and Microsoft's huge spending on AI be worth it?

Many of the Magnificent Seven reported their earnings this week. In this wire, we cover the one thing two key results have in common.
+1
Hans Lee
Livewire Markets
Equities

Don't let all time highs stop you buying this "bull" market

Three investments the Centennial Asset Management team believe will outperform - Judo Capital (JDO), Credit Clear (CCR) and Austal (ASB).
ASB
CCR
Michael Carmody
Centennial Asset Management
Funds

If 24 LICs ran the Melbourne Cup, which would be our favourites

The 8th running of the Affluence LIC Melbourne Cup!
Daryl Wilson
Affluence Funds Management
Asset Allocation

6 bonkers stats revealed in Warren Buffett’s latest stock selling spree

Warren Buffett's swelling cash pile reaches US$325 billion. So what does it suggest?
+5
Hans Lee
Livewire Markets
Equities

Which ASX stocks would win the Melbourne Cup?

The Race that stops a nation is here. But forget the horses! Which companies could take the title?
BRG
CSL
+13
Sara Allen
Livewire Markets
Signal or Noise

Would these experts buy a property right now?

Ahead of the annual Signal or Noise property show, we ask the experts where they think the signals lie.
Hans Lee
Livewire Markets
Equities

3 companies that fit the “quality” moniker

For Ninety One, quality means a long-term sustainable competitive advantage, sourced from innovation.
+1
Chris Conway
Livewire Markets
Reporting Season

Are we at 'peak earnings' for these stocks?

The question of falling interest rates and a potential flow onto margins has been in focus this US earnings season.
+1
Hans Lee
Livewire Markets
Equities

Macquarie's 14 ASX stock picks for the US election

Wondering which ASX stocks might benefit from the results? Wonder no more...
AMC
+11
Sara Allen
Livewire Markets
Alternatives in Focus

Housing market levers being pulled is good news for lenders

Australia's housing shortage remains acute but the levers being pulled will support commerical real esate private credit growth for years.
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 stocks with controversial leaders

From CEOs, to chairs, and major shareholders - these business leaders have made headlines for the wrong reason and remain divisive as ever.
+3
Buy Hold Sell
Livewire Markets
Fund in Focus
Sponsored

The income strategy hunting ASX stocks at their 'peak dividend' moment

Changing economic conditions mean income will emanate from different places at different times. This strategy aims to follow the income.
Chris Conway
Livewire Markets
Alternatives in Focus
Sponsored

A unique opportunity in private markets

In this Fund in Focus, Kelli Marti from Churchill Asset Management by Nuveen outlines the opportunity available in private credit today.
Ally Selby
Livewire Markets
Equities

Five great short stories

(1) Given the sometimes contentious nature of shorting investment cases we prefer to omit specific company names from this commentary.
Jimmy Su
Platinum Asset Management
Private Assets

An opportunity to buy assets at a discount

and why this asset class could continue to see significant growth.
Teiki Benveniste
Ares Wealth Management Solutions
Macro

RBA: Policy not as tight as peers, which is why inflation is higher

The RBA has highlighted how policy is less tight than other countries, such that inflation is higher than in nearly all its peers.
Kieran Davies
Coolabah Capital
Macro

Economic implications for Australia out of the US election

An open letter from 23 Nobel Prize-winning economists (half of all living winners) has endorsed the economic policies of Kamala Harris.
Jonathan Kearns
Challenger
Equities

This ASX retailer could turn a £2 buy into a big earnings generator

Nick Scali's latest move could turn out to be a highly profitable one.
NCK
Tim Carleton
Auscap Asset Management
The Pitch

This stock market "is one of the most attractive in the world" right now

Lazard Asset Management's June-Yon Kim certainly thinks so.
Ally Selby
Livewire Markets
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