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Livewire Markets
7 小时
Assumptions overboard: How our rapidly changing world will impact your investments
The changing global backdrop could significantly affect prices across asset classes, with elevated dispersion within them.
Livewire Markets
5 小时
Dogs of the ASX from 2024
In this first weekly piece of the year, we will look at the "dogs" of the ASX from 2024, see how 2023 Dogs performed and mark ...
Livewire Markets
9 小时
Markets are priced to perfection - but does anyone really know what will happen next?
If the market does represent the future, US markets have priced in a lot of good news. Undoubtedly, the uncertain outcome of ...
Livewire Markets
14 小时
The US tech name with a mission-critical product (that you’ve likely never heard of)
We believe this $2.8 billion market cap company has strong compounding potential. Here, we take a deep-dive into the ...
Livewire Markets
11 小时
The January effect
After a rare weak December, markets debate the outlook for 2025, with Wall Street bullish but wary of unreliable January ...
Livewire Markets
13 小时
The State of Markets: ‘The January Effect’
After a rare weak December, markets debate the outlook for 2025, with Wall Street bullish but wary of unreliable January ...
Livewire Markets
3 小时
Dogs of the ASX: did they bark or bite in 2024?
In this first weekly piece of the year, we will look at the "dogs" of the ASX from 2024, see how 2023 Dogs performed and mark Atlas' predictions made 12 months ago in January 2024 Dogs of the ASX.
Livewire Markets
8 小时
Why this formidable global business is still underestimated
CBRE is the world’s largest commercial real estate services and investment firm. Here, we lay out our bull case for the company.
Livewire Markets
1 天
What matters for 2025 and beyond
What tied them together was their share price performance. Oh sure, commentators tried to find some commonality, such as ...
Livewire Markets
1 天
2025 interest rate outlook: Good and bad news for ASX investors and mortgage holders
Latest market pricing suggests interest rates could fall quickly at the start of 2025, but the outlook from there is far ...
Livewire Markets
1 天
Why 2025 could be the year to rethink your portfolio
Market consensus expects earnings growth in 2025 for ASX 200 listed companies to be moderate; where should investors seek ...
Livewire Markets
1 天
My non-prediction for 2025
The stock market is hugely complex. So coming up with an outlook for 2025 is a tricky endeavour. Which is why I’m not going ...
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