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Livewire Markets

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

Latest insights

Oil, bond yields, the Federal Budget and the RBA

AMP’s Dr Shane Oliver dives into the investment outlook with a Q&A on the big questions facing investors today.
20 May 2026 3 min read

Private Credit headwinds move onshore

As the conflict in the Middle East continues Yarra Capital Management warns for Australian private credit investors, the worst could be yet to come.
21 April 2026 3 min read

Why is Aussie inflation so stubborn?

Australian inflation remains sticky, which has seen the RBA to hike rates. However, Quay Global Investors says one source of inflation is re-accelerating, and history shows that monetary policy alone cannot quell demand for it.
21 April 2026 4 min read

Finding the bargains on an ASX propped up by houses and holes

The first quarter of fiscal 2026 has come to an end and Allan Gray says these five companies have done the heavy lifting for the S&P/ASX 300 in the period.
15 April 2026 3 min read

9 key longer-term consequences of the US/Israeli war with Iran

AMP’s Dr Shane Oliver details how a fragile ceasefire hides rising inflation, weaker growth and lasting geopolitical shifts which he says are set to reshape markets and returns.
14 April 2026 4 min read

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

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