Livewire Markets7h
Why has corporate earnings growth become so concentrated?
Global share markets seem to be more concentrated as earnings growth has become scarce and focussed on a small group of mega ...
Livewire Markets7h
Financial stability & its potential bearing on eventual RBA rate cuts
The RBA is alert to the possibility that eventual rate cuts might spur risky borrowing by already-heavily-indebted households ...
Livewire Markets12h
Forget the white-knuckle ride, there’s plenty of opportunity beyond banks and miners
“If you're an ASX 200 investor, you've got the two big barbells: banks at 23% and resources, including energy, at 25%. Often, ...
Livewire Markets10h
Peak obesity? How GLP-1 drugs are reshaping health and markets
A little over a year ago, I took the stage at Livewire Live and made a 'shocking prediction' for 2024: we would witness “the ...
Livewire Markets12h
Where JPMorgan finds value as the global economy hits a crossroads
This view appears to be backed up by his colleague, JPMorgan Chief US Economist Bruce Kasman, who says there is a 35% chance ...
Livewire Markets9h
Is obesity finally in decline? The 'miracle' drugs and stocks to watch
A little over a year ago, I took the stage at Livewire Live and made a 'shocking prediction' for 2024: we would witness “the ...
Livewire Markets11h
How you can enhance your income when interest rates fall
Rates globally have started falling and even locally, fixed income is starting to price in cuts. Where can investors look ...