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Insights

Livewire Markets

Stay up-to-date with the latest stock ideas from Livewire Markets.

Latest insights

The mining cycle – booms and busts

Atlas Funds Management’s Hugh Dive details the five different points of the mining cycle and where commodities are currently positioned.
02 May 2024 3 min read

Why the ASX200 will rise another 8% this year

VanEck’s Cameron McCormack calls for an equity rally and the three sectors presenting opportunity for investors.
29 April 2024 3 min read

The RBA should warn that it could raise rates again

Coolabah Capital’s Kieran Davies details how the RBA may be poised to backtrack on policy amid stubbornly high inflation and a still-tight labour market.
29 April 2024 4 min read

Why companies are issuing more dividends & less buybacks

Janus Henderson says the answer lies in interest rates.
29 April 2024 3 min read

Why every investor should be watching stock market liquidity

Eiger Capital’s Stephen Wood describes the “vibe” following the recent reporting season as investors witnessed what appeared to be significant volatility around company result announcements.
22 April 2024 5 min read

Stay focused on earnings

Neuberger Berman says inflation concerns may be overheated, and the earnings growth story underappreciated.
16 April 2024 4 min read

Higher US inflation derails Fed rate cut plans

Coolabah Capital’s Kieran Davies discusses the latest CPI data and what it means for rates and risky assets.
12 April 2024 4 min read

Is it too late to invest in AI?

Alex Pollak from Loftus Peak says there is still opportunity in the ‘hyped up’ artificial intelligence (AI) stocks.
10 April 2024 2 min read

Cruising through the icebergs

Roger Montgomery discusses the outlook for cruise liners after a rough few years
10 April 2024 2 min read

Three quality stocks doing more with less

MLC Asset Management’s Anthony Golowenko unveils the “quality” companies bending cost curves and improving margins.
09 April 2024 4 mins read

Three companies primed for takeover

IML’s Marc Whittaker makes the case for 3 ASX takeover opportunities
03 April 2024 3 min read

Persistent services inflation contrasts with falling goods prices

Coolabah Capital’s Kieran Davies discusses the latest CPI data and what it means for rates.
01 April 2024 4 min read

Why listed private equity is looking like a bargain

Van Eck’s Cameron McCormack discusses the risks and opportunities for listed PE
19 March 2024 4 min read

Tell us what you’re good at

Schroders’ Martin Conlon goes back to basics on valuing a company
19 March 2024 13 min read

The second wave is coming

Neuberger Berman makes the case for what comes next with AI
15 March 2024 6 min read

Have we found ourselves in a stock market bubble?

Fidelity’s Tom Stevenson argues that if we have, it’s early.
29 February 2024 6 min read