utilities

What the market is missing on Origin Energy

AGL's first-half FY24 result topped analyst expectations and tightened full-year expectations towards the upper end of previous guidance.

It was a quiet day's trading today on the ASX, unless of course you own any uranium stocks!

The market is expecting a revised takeover offer from the Brookfield consortium. So what does the upside look like?

With Origin Energy set to be taken out around $8.90 per share – Is the stock even worth a second look?

The investment bank's analysts cast their eyes over Australian utility companies and provide guidance on what to look for this August.

Flexible, diverse, predictable, and exposed to major global trends? 4D Infrastructure’s Sarah Shaw says this investment has it all.

In November, Head of ESG and Senior Investment Analyst, Peter Aquilina, travelled through the US to meet with management teams of oil and gas pipeline, regulated...

Renewable energy companies are the typical ‘go-to’ exposure for the multi-generational thematic of energy transition. However, some renewable energy investments can...

Is the COVID pandemic testing the defensive nature of unlisted infrastructure? The answer may lie in diversification between the different types of infrastructure...

Well, I think we can all agree it's been a strange week. Masks are once again mandatory in New South Wales, borders are shuttered, and travel plans, devastatingly,...

Hamish Douglass remains largely optimistic about the vaccine-led recovery for financial markets around the world, but he’s not betting the house on it. The Magellan...

Toll roads and gas companies are the pick of infrastructure stocks into 2021, said Magellan head of infrastructure and portfolio manager Gerald Stack. He also revealed...

Just how risky is the Materials sector? That’s the question we sought to answer as we dive into one of Australia’s largest industries. We use Axioma’s Multifactor...

There have been some well publicised concerns raised recently about the prospect of elevated risks across asset markets. So, Livewire went on the hunt for insights on...

In this Buy Hold Sell thematic discussion, the ‘two JB’s, Justin Braitling from Watermark and Julian Beaumont from Bennelong, discuss inflation, rates, and how...