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Livewire Markets
49 分钟
November 2024 Podcasts
Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Livewire Markets
2 小时
Is it time to sell your ASX consumer stocks?
One is that the Reserve Bank will not cut interest rates any time soon, because inflation has remained stubborn. Another ...
Livewire Markets
14 分钟
Booming bauxite the metal of 2024 as tight supplies meet import-reliant China
Metro and Arrow among the few ASX stocks offering leveraged exposure; Plus, Spartan and Rumble take the week’s gold honours.
Livewire Markets
18 小时
Central banks note limited risks on non-bank lending
Central banks have looked at the growth of private credit (and associated risks) and have given the sector a cautious stamp ...
Livewire Markets
22 小时
US earnings season: The ‘Magnificent 7’ report
The ‘Magnificent 7’ tech stocks again delivered strong earnings growth for the Q3 2024 quarter with all companies beating ...
Livewire Markets
18 小时
Origin Energy: Where Utilities Meet Innovation
This episode focuses on Origin Energy ( ASX: ORG ), a leading player in the electricity retailing and generation sector in ...
Livewire Markets
2 天
Why we're continuing to add stocks and credit to portfolios in 2025
In Australia, growth is expected to improve but remains below trend, with government spending the key driver ahead of the ...
Livewire Markets
1 天
The private investment idea this fund manager is targeting for double-digit returns
Less than 1% of the 27M US companies are publicly-listed. That opens up a huge opportunity for those who want to invest in ...
Livewire Markets
2 天
J.P. Morgan is bullish on the next 10-15 years. Here’s where it sees the best opportunities
As long-term investors, you should be investing across cycles – not just for the shorter term, and there’s positive news for ...
Livewire Markets
1 天
One of Australia’s best stock pickers shares what’s at the heart of every great investment
Glenmore Asset Management's Robert Gregory has outperformed over an extended period. Here, he shares some insights as to how.
Livewire Markets
2 天
How Trump will impact equity markets
The United States has spoken. President Trump will return to the White House in the new year. But how can we cut through the ...
Livewire Markets
4 天
The company with the power to offer a $4 million product - and still attract a waitlist
By conventional wisdom, this company is very mature but the waitlist for this company's latest product is hundreds of people ...
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