FNArena reporting season monitor: August 2026 - Week 2 (57 stocks covered)
, FNArena
QBE is finally becoming boring. That could be good news for investors
, Livewire Markets
EDITOR PICKS
, Livewire Markets
, Livewire Markets
, Livewire Markets
, Global X ETFs
MOST POPULAR
Lotus Resources has lost its crown as the most-shorted stock, but short interest is creeping up for this growth stock.
, Livewire Markets
Andrew Mitchell explains where Ophir is shifting its attention.
, Livewire Markets
Open-weight AI may not change who builds the best models. It could change who captures most of the value.
, Swell Asset Management
Returns only tell half the story. These 10 super funds have delivered the most bang for their members' risk over the past decade.
, Livewire Markets

Latest

The Rules of Investing

Inside Schroders' inflation-beating 'sleep at night' portfolio

Sebastian Mullins has a tough job. Beat inflation by 4-5% and dial down the volatility. Here's how he does it and tools he uses.
James Marlay
Livewire Markets
Reporting Season

FNArena reporting season monitor: August 2026 - Week 2 (57 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
Rudi Filapek-Vandyck
FNArena
Reporting Season

QBE is finally becoming boring. That could be good news for investors

QBE has delivered another steady result. Allan Gray’s Justin Koonin explains why ‘boring’ is exactly what investors should want.
Chris Conway
Livewire Markets
Macro

What is going on with the Japanese yen?

There is good reason for the BOJ to be reluctant in raising rates too quickly given the potential disruption to financial markets.
Janu Chan
Bitesized Economics
Livewire Live

Livewire Live is back in 2026

Livewire's annual investor event is coming up in September and we'd love to see you there.
James Marlay
Livewire Markets
Asset Allocation

Super funds, ordinary returns

The big superannuation funds are printing near 10% returns for FY26, and more for the best growth funds, but are those good returns?
Sebastian Ferrando
Koda Capital
Commodities

The Aussie gold junior drilling among rich deposits and big names in South America

Plus, the strong tin price and a bumper project study yet to be reflected in Sky’s share price.
SKY
Barry FitzGerald
Independent Journalist
Reporting Season

Shoot first and ask questions later - earnings season ramps up

Henry Jennings breaks down a volatile week in reporting season, the stocks being punished, and one name that has jumped onto his watchlist.
360
ASX
+6
Chris Conway
Livewire Markets
Commodities

Is the case for gold still intact?

Gold’s disappointing performance over the past quarter can be attributed to three key factors.
Justin Lin
Global X ETFs
Markets

“Diversification has been a hindrance”: Why that doesn't mean you should abandon it

The wide spread between winners and losers has punished diversification. J.P. Morgan's Fiona Harris explains why it’s still important.
Keith Ford
Livewire Markets
Investment Theme

The great open source AI acceleration

Open source models and dynamic routing are pushing token costs lower while driving demand for hardware, hyperscalers, and SaaS agentic AI.
TNE
XRO
+3
Jai Mirchandani
ELM Responsible Investments
Reporting Season

Why ANZ is the pick of the Big 4 as the budget fallout bites

ANZ posted the least ugly result of bank reporting season. Elston's Joe McCarthy on why it's still the pick of the Big 4.
Kerry Sun
Livewire Markets
Shares

Is gold finally oil-proof? Top ASX gold stocks as the bull market reignites

An oil price spike crushed gold in March, but this time bullion and the miners are rallying alongside crude – and that changes things.
BGL
+14
Carl Capolingua
Livewire Markets
Reporting Season

Growing dividend, $1 billion buyback - is it enough to keep the barbarians at the gate?

Telstra lifted earnings, dividends & shareholder returns in FY26. ClearBridge’s Patrick Potts weighs up whether the stock still offers value
TLS
Chris Conway
Livewire Markets
Shares

Emma Fisher: The consumer isn't broken, the ASX isn't boring and volatility is your friend

Airlie’s Emma Fisher shares her playbook for navigating a market driven by momentum, not fundamentals
Anna Dadic
Livewire Markets
Macro

Another benign US CPI report, but risks persist

Inflation was fairly contained in July and in line with expectations, with headline CPI easing to 3.4% year-over-year. Core inflation also slowed further, to 2.5%,...
Seema Shah
Principal Asset Management
Investment Theme

Reallocating for income: Where real estate private credit fits today

As investors seek clarity in an uncertain environment, attention is turning to asset classes capable of delivering consistent income.
Alan Greenstein
Zagga Investments
Equities

Atlassian doubles in less than six months. Who's next?

Atlassian doubled since April as AI fears flipped to tailwind. Rather than pick the next rebound, a broad US tech ETF captures the trend.
XRO
+1
William Taylor
ETF Shares
Growth

Ophir: The trades that worked in FY26 may not lead the next 12 months

Andrew Mitchell explains where Ophir is shifting its attention.
James Marlay
Livewire Markets
Shares

How to invest like the (new) Buffett

Decoding Berkshire Hathaway’s latest report under new CEO Greg Abel.
+15
Sara Allen
Livewire Markets
The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

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