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editor’s picks

Equities

Health care strikes a balance

Andy Acker, Janus Henderson

Investment Theme

The 8 minutes that really mattered at Jackson Hole

Kristiaan Rehder, Kardinia Capital

Fixed Income

Will the repo market break (your portfolio)?

Max Pacella, Innova Asset Management

Education

Who's afraid of big bad volatility?

Sara Allen, Livewire Markets

most popular

There are 20 stocks with yields higher than 10% on the ASX... Here's why this fundie hasn't invested in a single one

In an inflationary, rising rate environment, it's easy to see why many investors would be desperately on the hunt for yield. Currently, there are 20 S&P/ASX 300 stocks boasting arguably enticing yields (trailing, that is) higher than 10%. So that would be a great place to start, right?  Oh, my...

Ally Selby, Livewire Markets

15 Macquarie analysts name their top ASX stock pick for FY23

We've all heard the thesis before - this is an active investor's market. Index picking is not good enough, and it could be argued that sector picking just doesn't work right now. The same could be said for bonds, currency, and even alternatives investors. But when only individual stocks...

Hans Lee, Livewire Markets

Finding defensive investment income without increasing risk

The RBA’s latest interest rate rise - which takes the cash rate to 2.35%, the highest level since 2014 – further highlights the challenges facing the property sector. The share prices of real estate investment trusts listed on the ASX are down more than 20% for the year so...

Glenn Freeman, Livewire Markets

Antares' seven-step process powering Dividend Builder

Funds management requires balance, between process and independent thinking. These two dimensions are not particularly compatible on the face of it but, if done right, can lead to outstanding results. Consistency and discipline create flexibility. If you have a proven process that is robust and repeatable, that frees you...

Andrew Hamilton, Antares Equities

Popular Series

Income Series 2022

Persistent and widespread inflation forces central banks to maintain aggressive hiking cycles, putting growth assets, like equities, under pressure. The good news is that with increasing interest rates comes a growing set of income opportunities. And that's the focus of Livewire’s 4th Annual Income Series.

Latest

Daily Report

The Match Out: ASX gives up early strength, mixed performance across the board, Telix (TLX) tumbles

Local equities initially defied weak overnight leads to trade high for the first hour. The rally turned sour before midday though with news hitting the wires that...
James Gerrish, Market Matters
Equities

The global stocks and long-term themes Nikko AM is backing (and a few it is not)

The negative effects of inflation will persist for longer than many expect, but so will the commodity-linked uplift for companies in Industrials and other sectors,...
Glenn Freeman, Livewire Markets
Investment Theme

Vladimir Putin and the butterfly effect

This month’s bogey was European inflation, which was up to 9.1% for the 12 months to August, so still increasing. Energy and food prices drove this rise, courtesy of...
Alex Pollak, Loftus Peak
Education

Moving from energy transition to energy trilemma – what it means for investors

Before the war in Ukraine, the phrase on infrastructure investors’ lips was ‘the energy transition’. Now, it is energy security and energy affordability, which...
Andrew Maple-Brown, Maple-Brown Abbott
Asset Allocation

What's driving the global equity bear market - and what you should buy instead

Markets are shattering records all over the world and in every asset class. Although the decline in US equities is not near the long-run average for bear markets...
Hans Lee, Livewire Markets
Macro

Is the world's most watched bond yield signalling an economic implosion?

I would have thought the economics field (which was so confident in secular stagnation) would be more vocal about the eventual return to 2% for US 10s, from rates...
David Berthon-Jones, Aequitas Investment Partners
Asset Allocation

Liquidity is the coward

Liquidity is a fair-weather friend. It's there for the good times, but absent without leave when market volatility hits. For Chris Wallis, CIO at Vaughan Nelson...
James Marlay, Livewire Markets
Asset Allocation

Rolling with the punches: The fund designed to take the market hits and keep on coming

Mike Tyson once said, before a big fight, ‘everyone has a plan until they get punched in the mouth’. On the battlefield, the same sentiment is conveyed by the adage...
David Elms, Janus Henderson
Fixed Income

Time to capitalise on higher yields

The docile bond market of the past 20+ years is gone. As many professional managers, allocators and advisors have been burned this past year, we expected...
Charlie Callan, BondAdviser
Equities

7 stocks for the next commodities supercycle (and how a mining veteran spots them)

Tim Gerrard is one of the lucky ones, having spent his early years fly fishing in the majestic fiords and rushing rivers of the pristine "deep south" of New Zealand....
Ally Selby, Livewire Markets
Education

Are US equities at risk of a Japanese-style lost decade decline?

When will the stock market bottom? After a savage sell-off, particularly in the US, many investors are wondering when stocks will find a floor and begin their...
Tim Davies, Holon Global Investments
Equities

The two biggest value opportunities in new technology

We're entering a new age courtesy of technology. Personalisation and automation is the name of the game and it's going to be life-changing. But with technology...
Livewire Exclusive, Livewire Markets
Equities

16 new stocks added to the ASX 300 - only 7 make a profit

In March, QVG Capital presented a webinar which talked about, among other things, the proportion of unprofitable companies entering the ASX300. At the time we noted...
Chris Prunty, QVG Capital
Daily Report

How Australia's falling house prices affect your equities portfolio

Welcome to Charts and Caffeine - Livewire's pre-market open news and analysis wrap. We'll get you across the overnight session and share our best insights to get you...
Charts and Caffeine, Livewire Markets
Private Assets

Finding defensive investment income without increasing risk

The RBA’s latest interest rate rise - which takes the cash rate to 2.35%, the highest level since 2014 – further highlights the challenges facing the property...
Glenn Freeman, Livewire Markets
Funds
Sponsored

The property investment with a towering yield

As part of a counter-cyclical investment strategy, Centuria has secured a 50% investment in Perth’s well-known A-Grade office tower, “Allendale Square”. Perth has...
Livewire Exclusive, Livewire Markets
Equities

Is the end in sight for the stock market's slide?

Investors could be forgiven for looking back on the pandemic years of 2020 and 2021 with fond memories. After the initial shock in February-March 2020, it was a...
Shane Oliver, AMP Capital
Daily Report

The Match Out: ASX edges higher as bearishness reigns supreme

Stocks snapped a 3-day losing streak today that had seen the ASX 200 pullback -371pts / 5.5%, back down testing the June lows, off 12% this calendar year to date....
James Gerrish, Market Matters
Fixed Income

Is Australia looking down the barrel of increased mortgage stress?

There are probably few people better placed to comment on the prospect of mortgage stress than the founders of Brisbane-based Gryphon Capital. Who? I hear you ask....
James Marlay, Livewire Markets
Macro

Good news: Aussie house price losses stabilise, albeit at a 16% annual rate...

The good news is that there is evidence that the great Aussie housing crash is stabilising in the vanguard cities of Sydney and Melbourne. As the first chart below...
Christopher Joye, Coolabah Capital
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