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Not all software is built the same

UBN's NAB partnership could unlock $8B in strata deposits — and finally drag a sleepy industry into the modern era.
UBN
Jared Tilley
NAOS Asset Management
Macro

The RBNZ hikes rates again, with more to come

The RBNZ has continued to raise rates given average core inflation has been stuck above the 2% target.
Kieran Davies
Coolabah Capital
Markets

Is AI debt making US$1 trillion of bonds behave strangely? The warning signs ASX investors should watch

US$1 trillion of corporate debt is behaving strangely despite calm markets on the surface – an uncomfortable echo of the pre-GFC era.
Carl Capolingua
Livewire Markets
Macro

Lighting the Olympic flame in Brisvegas 2032

Brisbane 2032 will unleash billions in construction spending. We examine who foots the bill and which companies are best placed to benefit.
Robert Miller
NAOS Asset Management
Equities

Earnings are delivering good news in a world where politics isn’t

Company profits are surging even as political tensions rise, creating a widening gap investors must navigate carefully.
Damien Klassen
Nucleus Wealth
Asset Allocation

The Future Fund’s playbook for AI and what it means for investors

The Future Fund has shared its strategic framework for navigating the transformative rise of artificial intelligence (AI).
+3
Arian Neiron
VanEck
Wealth

The investing mistakes advisers want you to stop making

Four financial advisers share the most common mistakes they see that are costing investors their long-term wealth.
Keith Ford
Livewire Markets
Macro

They can’t all be wrong at the same time. Can they?

Four consecutive years of high double-digit returns in the stock market is a rare occurrence.
Roger Montgomery
Montgomery Investment Management
Income

Why Australian mortgage debt remains a resilient portfolio anchor

Chasing yield in a tightening credit market is getting riskier. Australian mortgage debt makes a compelling case for capital stability.
Anna Dadic
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
Commodities

Implications of the gold-to-oil price ratio

Record gold-to-oil ratios are driving unprecedented margins for gold miners as surging prices and low energy costs fuel vertical earnings.
+2
Jason Teh
Commodities

Copper is all the rage in 2026. Here's why and how to play it

Copper just hit US$6/lb for the first time. What's fueling the breakout and where investors can find exposure.
+2
Kerry Sun
Livewire Markets
Equities

Nothing to see here

Ample liquidity might disguise the myriad issues facing governments and companies.
BHP
+15
Martin Conlon
Schroders
Equities

The ASX company in a class of its own

Unlocking new revenue streams while benefitting from AI-driven cost cuts underpins an enviable—and underappreciated—earnings outlook.
Chris Watson
Contrarius Australia
Macro

A bullish investor’s reminder

Pullbacks are a natural feature of functioning equities markets and more common than you might think.
Roger Montgomery
Montgomery Investment Management
Reporting Season

"It's an execution year": Aussie Broadband CFO on how hard work has set up a promising FY27

Revenue is up and the growth outlook remains good. CFO Darren Rowland is excited about what comes next.
Tom Stelzer
Livewire Markets
Shares

After a tough year, QVG believes small-cap returns could look very different from here

After a brutal 12 months, QVG says earnings remain strong while valuations have fallen sharply. Here’s where it sees opportunity.
Chris Conway
Livewire Markets
Funds

Ophir Asset Management founder Andrew Mitchell talks career, the GFC and building a top fund manager

Ophir Asset Management founder Andrew Mitchell, joins Finding the Front to talk career, the GFC and building a top fund manager.
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

Grab holdings profit inflection - Why Grab’s super‑app model still looks mispriced

As Grab’s mobility, delivery and fintech engines scale, we see a growing profit pool and a valuation still anchored in its loss making past
Jai Mirchandani
ELM Responsible Investments
Asset Allocation

Getting your portfolio strait: Morgan Stanley on asset allocation as Middle East peace draws nearer

With the Strait of Hormuz opening, Morgan Stanley is up on growth assets and down on Australian stocks.
Tom Stelzer
Livewire Markets
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