The areas that are likely to outperform in 2025 are those where demand is set to remain strong and supply levels tight.” ...
Its GDP is growing – but relies upon mammoth, debt-fuelled deficits. Without this “stimulus” the U.S. would’ve been in ...
Oaktree Capital co-founder and co-chairman Howard Marks wrote a note entitled bubble.com. He closed the 14-page note by ...
With geopolitical tensions rising and following an extraordinary year for markets, we sought the insights of Livewire and ...
While there are company-specific issues at both companies, they are also emblematic of issues facing the wider active funds ...
As part of Livewire’s annual Outlook Series, we recently asked 10 of Australia’s top fund managers to answer which industries ...
Want to know who is buying and selling their own stock? Join Livewire's Chris Conway and Kerry Sun for our quarterly update.
For the third year running, we asked you to nominate your top ETFs... and there are some interesting shifts from last year.
In 2025, as in every year, the lesson is clear: don’t waste time trying to divine the market’s next move. Instead, ...
ASX 200 earnings estimates have been in a downgrade cycle but there are tentative signs that the cycle has reached its nadir.
Two ASX-listed names have made it to Goldman's "APAC Conviction List", a curated and active list of 20-30 fundamental buy ...
Valuations are high. Bitcoin is a hundred grand. Trump is back. Australian elections loom. Uncertainty meets opportunity. Now ...