Macro shocks aren't going anywhere, and that's making an already expensive global equities market a high-risk place to be making big moves. livewiremarkets.com/wires/bi…
While investors pile into AI winners and trillion-dollar stocks, Greg Dean is hunting unhyped businesses where valuations are falling. livewiremarkets.com/wires/th…
Dalio says bubbles burst when investors need cash. Wealth taxes may be one of the catalysts that force wealth into money. livewiremarkets.com/wires/ra…
Buy Hold Sell: First Sentier's Dushko Bajic selects a squad of ASX stocks he thinks can offer the perfect mix of defence and attack. livewiremarkets.com/wires/bu…
CI Global Asset Management on the real advantage to private markets and equity injection about to come back to private growth markets. livewiremarkets.com/wires/ho…
The biggest players in the AI game have rocketed to the top of market cap lists, but there is value right through the supply chain. livewiremarkets.com/wires/ho…
These companies are not relying on interest rates, commodities or economic cycles to drive growth. That's exactly the point. livewiremarkets.com/wires/th…
Why Neuberger's Adam Grotzinger believes investors are fighting the last war while potentially missing out on today's opportunities. livewiremarkets.com/wires/st…
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After more than 20 years in markets, having navigated the GFC, COVID, zero rates and the fastest hiking cycle in modern history, the lesson from Yarra Capital Management's Roy Keenan's is surprisingly simple: Do the work, get paid for risk, and don't rush. Check out all the insights from Roy, as part of Livewire's 2026 Income Series, here: livewiremarkets.com/wires/of…
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Markets have a habit of overreacting. According to Janus Henderson Investors' Jay Sivapalan, CFA, some of the best income opportunities emerge when investors extrapolate short-term events too far into the future and misprice long-term assets. Whether it was markets pricing near-zero inflation for a decade during COVID or treating state government debt like a BBB-rated company after Liberation Day, those dislocations created opportunities for active investors. Check out all the insights from Jay, as part of Livewire's 2026 Income Series, here: livewiremarkets.com/wires/th…
🎧 The Rules of Investing: AI might be the one big theme in markets but Fidelity’s James Abela says there are many ways to play it. livewiremarkets.com/wires/ja…