Five duels that could go either way

Why we like CAR Group, Woodside and Xero.

31 Oct 2025

With the Melbourne Spring Racing Carnival in full swing, Livewire looks to the track. From firstly looking for the the “stayers” built to go the distance, to the “wet-track wonders” that can hold their footing when conditions turn. Lastly, as we thunder down the home straight, it’s time for the Photo Finish.

Recorded 22 October 2025

Marcus Ryan (Deputy Portfolio Manager, Broadcap Equities) sits down with Livewire’s Chris Conway and Antares Equities for Livewire’s Buy Hold Sell segment to debate five pairs of closely matched companies for a Spring Racing Carnival photo finish.

They discuss where conviction meets comparison, and look at how some of the smaller details can help separate a winner from the rest of the pack.

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What if the data is right?

A broad-based and pessimistic view currently pervades the Australian economy and, in particular, the labour market. Issues being raised range...

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17 Jun 2021

Value in the eye of the (credit) beholder

For Phil Strano, Portfolio Manager of the Yarra Absolute Credit Fund, understanding a security’s structure is paramount to value assessment and...

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Value in the eye of the (credit) beholder

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