Trending On Livewire: Weekend Edition - Saturday 21st September

You know the only thing better than one record high? Three record highs! The ASX 200 reset its own record high on Monday, Thursday, and Friday. And while that sounds good on paper, the gain over the five trading days this week was just 1.3% even with the Fed’s 50 basis point cut. 

But a win’s a win. Around here, Livewire Live dominated our week and it was great to see so many investors join us for our annual investor event. In case you were not there, we’ve got highlights galore below.

Hans Lee, Senior Editor, Livewire Markets

5 shocking predictions for 2025 and beyond - Sara Allen | Livewire

Looking beyond market behaviour and taking an analytical approach can help uncover a range of unexpected opportunities. So, in light of this, five experts shared their ‘shocking’ predictions for 2025 and beyond at Livewire Live. The experts are:

• Kellie Wood, Head of Fixed Income, Schroders
• Vihari Ross, Portfolio Manager, Antipodes
• Bob Desmond, Head of Claremont Global and Co-Portfolio Manager, Claremont Global
• Matthew Kidman, Chief Investment Officer, Centennial Funds Management
• Josh Clark, Portfolio Manager, QVG Capital

Sara Allen, Senior Editor • Livewire Markets

5 SHOCKING PREDICTIONS

Nvidia, CSL, and the 26 other stocks the experts loved at Livewire Live 2024

Who doesn’t love a good stock tip from an expert? Don’t answer, it’s a rhetorical question. In an Oprah-like display of generosity, the experts at Livewire Live 2024 delivered across sectors, countries and even themes. While Nvidia (NYSE: NVDA) may have been both mooted and disputed over the course of the day, there was plenty more to consider.

If you missed all the tips on the day, or couldn’t attend, don’t fear. In this wire, I’ll list out the key stocks to watch and why. I’ll also share the complete list of all stocks that the experts hold or have a positive view on.

Sara Allen, Senior Editor • Livewire Markets

STOCKS THE EXPERTS LOVED

Buy Hold Sell: 5 stocks boosting their dividends over the next 2 years

Livewire's Ally Selby was joined by Ausbil Investment Management's Michael Price and Martin Currie's Reece Birtles on the latest episode of Buy Hold Sell. They analysed five stocks with strong dividend per share growth expectations over the next two years. 

WATCH | READ | LISTEN

Top 3 Wires this Week

Equities

8 stocks Macquarie believes could outperform when the RBA cuts

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Equities

The good, the bad and the ugly stocks of the ASX

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Equities

Soul Patts: The strategy behind the ASX’s next Dividend Aristocrat

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Our Experts

Some of the best wires from our Contributors this week.

Commodities

An insight into the most important M&A transaction of the year: Anglo Coal

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Property

Is the US headed for recession?

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Asset Allocation

Your portfolio may not be as well diversified as you think – Part 2/2

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Chart of the Week: Rich Versus Poor

One of the biggest conundrums about this economic cycle has been the consumer. Specifically, the idea that the needs and wants of the “average consumer” have changed and that the average consumer is likely now a fallacy. 

Those who were able to build their wealth during the zero-rate era and keep it have been able to keep up their spending while our society’s disadvantaged have truly struggled to make ends meet. But don’t let me tell you that - look at the charts of two companies that could be considered wealthy and poor consumer proxies. 

Ferrari, whose product is bought by wealthy consumers, has seen its share price skyrocket over the last five years. Contrast that with the share price of Dollar General, an American discount retailer which has relied traditionally on a low-socioeconomic consumer. 

So while the consumer has kept the global economy out of a technical recession, it’s important to remind ourselves which consumers are doing the heavy lifting.

Hans Lee, Senior Editor, Livewire Markets

Weekly Poll

This week, the Federal Reserve surprised most market commentators by cutting interest rates by 50 basis points. 

Do you think they’ve made a mistake or was it the right call?

1. It was the right call
2. It was a mistake

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Last Weeks Poll results

We asked "ASX Banks vs Miners, which would you choose?"

SEE RESULTS BREAKDOWN

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