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Insights

Livewire Markets

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

Latest insights

The politics of oil: why Australia is paying the price

The 2026 Hormuz crisis is a story of major powers protecting their own oil supply. But Vertium Asset Management says Australia is left to absorb the consequences.
31 March 2026 3 min read

Structural tailwinds driving the next commodities supercycle

Janus Henderson sees a powerful new phase for commodities taking shape. Adding, resources stocks have the potential to deliver attractive long term returns and offer valuable diversification benefits.
31 March 2026 4 min read

The Case for Staying the Course in Credit

As global markets continue to face volatility, Yarra Capital Management is reminded of a prescient quote from Russian revolutionary and president Vladmir Lenin: “There are decades where nothing happens and there are weeks where decades happen.” Is this one of those periods where decades indeed happen?
26 March 2026 3 min read

The refinery problem: A different kind of energy crisis in 2026

Vertium Asset Management says the 2026 Hormuz blockade has broken refined product markets in ways the 2022 Ukraine crisis never did. Jason Teh compares the two crises here.
19 March 2026 3 min read

Why the software sell-off doesn’t tell the whole story

The rise of AI has sown doubt within public equity markets about the software industry’s long-term viability. Here, Neuberger Berman details what this might mean for software equity investors, credit investors and lenders.
19 March 2026 2 min read

The three big events impacting markets today

Ophir Asset Management expects to see a continuation of equity market participation, with more stocks outperforming, including small-caps.
19 March 2026 3 min read

A sustained energy shock would raise the risk of recession

As ongoing geopolitical uncertainty continues to roil commodity markets, Coolabah Capital’s Kieran Davies says Oil shocks are stagflationary, which in turn limits the scope of central banks to cut interest rates.
16 March 2026 3 min read

Insurance brokers: not as easy to displace as the AI headlines suggest

If 2025 was the year of the AI leaders, then 2026 has started off as the year of the AI scare story.
13 March 2026 4 min read

Markets priced for perfection amidst a storm brewing

Janus Henderson’s Jay Sivapalan says investor complacency is masking growing credit vulnerabilities, making disciplined downside protection essential.
13 March 2026 3 min read

Monthly market views: AI disruption and dollar hedging

Despite the disruption AI is creating across stock markets, one thing is clear – AI-driven investment spending continues to grow.
13 March 2026 3 min read

Is there opportunity in the software shakeout?

Why Ophir Asset Management won’t be relying on a recovery in software or a continuation of semi strength to drive future performance.
17 February 2026 3 min read

Much ado about everything

With a new Fed chair, Schroders Australia predicts policy is looking to reverse much of the course of the past decade.
17 February 2026 3 min read

Active management thrives in small caps

Is a volatile 2026 ahead for Australian small caps? Wilson Asset Management says it’s confident in turning rate shifts, resources momentum and M&A into opportunity.
29 January 2026 3 min read

On track for a Feb RBA rate hike and a likely follow-up in May

After Q4 inflation figures came in hotter than expected, Coolabah Capital’s Kieran Davies says the RBA rarely hikes rates once and a message of fine-tuning with only one rate rise would risk undermining the impact of tighter policy.
29 January 2026 3 min read

3 quality ASX stocks for 2026

Blackwattle Investment Partners highlights its top stock picks from 2025 plus, three new high-quality companies best placed to navigate 2026.
28 January 2026 3 min read

Stock-picking in the resources sector

Airlie Funds Management’s Emma Fisher takes a measured approach to commodity investing.
22 January 2026 5 min read

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