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Macro

The fixed-rate mortgage tsunami hitting the Australian consumer in 2023

The ASX All Ordinaries Index is up 8.0% since the beginning of the year. And, in contrast to its performance over the past 12 months, the ASX Small Ordinaries Index is...
Steve Johnson
Forager
Equities

My top picks in the resources sector

In this video David Buckland and I discuss how the reopening of China is having a positive impact on the resources sector, specifically copper. The Montgomery Small...
Gary Rollo
Montgomery
Equities

6 stocks for a full portfolio reset in 2023

2022 was a wildly volatile year. So, is now a good time for a full portfolio reset? Find out in the latest episode of Buy Hold Sell.
Buy Hold Sell
Livewire Markets
Equities

Buy Hold Sell: The top small-cap picks for 2023 (and 2 fundie favourites)

In this episode, Marcus Today's Henry Jennings and Medallion Financial's Michael Wayne analyse your five most-tipped small caps for 2023.
Buy Hold Sell
Livewire Markets
Funds

16 funds the professionals would invest in

If fund managers couldn't manage their own money, this is where they'd put it.
Buy Hold Sell
Livewire Markets
Investment Theme

5 crowded trades to avoid in 2023

Fund managers believe some of the most popular investment themes are getting a little crowded. Should you steer around them?
Buy Hold Sell
Livewire Markets
Private Assets

The world is your oyster: How this global private equity fund stands out from the pack

When you were young (or at least young at heart), you may have heard the phrase "the world is your oyster". And while the phrase most often applies to young people who...
Hans Lee
Livewire Markets
Macro

15 bold predictions for the year ahead

We challenged fund managers to put forward a bold or dangerous prediction for 2023. Which fortune-teller will reign supreme this year?
Buy Hold Sell
Livewire Markets
Property
Sponsored

Defy the downturn: The listed property fund manager targeting double-digit investment returns

Australian commercial property is not created equal and neither are the return profiles of the various assets, as Elanor Investors Group's diversified portfolio...
Livewire Exclusive
Livewire Markets
Investment Theme

15 investment themes for your radar in 2023

Markets are an ever-changing beast, and hard to predict. But these 15 themes will play a part.
Buy Hold Sell
Livewire Markets
Macro

The top macro indicators to watch in 2023

Nine of Australia's finest fund managers share the big-picture themes and data points they are watching as the new calendar year begins.
Buy Hold Sell
Livewire Markets
Private Assets

Three of private equity's most attractive sectors

We have already introduced you to the changing face of private equity. Now, more than ever, the industry is going through a democratisation phase where everyday...
Hans Lee
Livewire Markets
Equities

Four small caps for the 2023 contrarian

Last year was one the worst on record for global stock markets. Yet the MSCI World Index has returned to levels that can hardly be described as cheap, trading at...
Steve Johnson
Forager
Equities

No bears here: The 6 bulls you’ll meet in 2023

Get ready to run with the bulls in 2023. According to these fundies, it's time to ignore the market noise and look to greener pastures ahead.
Buy Hold Sell
Livewire Markets
Macro

December Podcasts: Ethical investing, recessions and property

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information. The World of Ethical Investing As ethical...
Damien Klassen
Nucleus Wealth
Equities

The #1 stock picks for 2023

It's finally here... We've scoured Australia for 15 of the country's finest fund managers to learn about their top stocks for the year ahead.
Buy Hold Sell
Livewire Markets
Investment Theme

Some upside surprises, and 8 ethical stocks to watch

A review of a difficult '22 and some exciting themes for next year are among the topics covered in this interview with Australian Ethical's Mike Murray.
Australian Ethical
Australian Ethical
Equities

The contrarian case for small caps in 2023

In the latest episode of Stocks Neat, which is our final episode of 2022, Gareth and I discuss small cap stocks and why they might be an interesting place to be...
Steve Johnson
Forager
Education

The FTX red flags the world's most respected investors ignored

Just over a month ago, FTX crypto exchange founder, Sam Bankman-Fried’s (SBF) net-worth was $16 billion. Today, the 30-year old is shackled in a Bahamian prison that...
Dr David Allen
Plato Investment Management
Equities

Ouch! 9 painful calls from 2022

Just like many of us punters, the professionals sometimes pick a poor-performing stock. Here, you'll find out why some are still backing them.
Buy Hold Sell
Livewire Markets