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Commodities

Global demand drives record holdings

Gold ETF holdings reached record highs in August fuelled by fiscal sustainability fears and strong price momentum across Western markets.
Taylor Burnette
World Gold Council
Asset Allocation

It's time to rethink your portfolio strategy in this crazy new world

New market realities mean the old way of doing things may no longer give investors what they want.
Tom Stelzer
Livewire Markets
Macro

Investment regime change is here... is your portfolio ready for it?

Relying on the investment playbook of the 2010s may no longer cut it.
Anthony Doyle
Pinnacle Investment Management
Education

High valuations – not rising bond yields – threaten American stocks

Rising yields are usually unimportant. In sharp contrast, valuations are always crucial. Australian and value stocks abate this major risk.
Chris Leithner
Leithner & Company Ltd
Equities

The short sellers' favourite ASX stock is back in their sights

Lotus Resources is once again the ASX's most-shorted stock despite crashing 57% in a day.
+2
Tom Stelzer
Livewire Markets
Investment Theme

Cerutty's Chris Judd on calling Silver's surge and if investors have now missed the boat

Hot on the heels of gold, silver is now emerging as the biggest trade in early 2026 as speculation and catalysts ramp up.
SS1
SVL
+3
Tom Stelzer
Livewire Markets
Equities

Value on the menu

Market scepticism masks opportunity. Collins Foods combines proven Aussie returns with emerging German growth optionality.
Chris Watson
Contrarius Australia
Macro

These asset classes are back on the map

The old divide between developed and emerging markets is obscuring where top-tier investing opportunities now reside.
Arian Neiron
VanEck
Macro

Clearing the path for a September hike

The August headline CPI reading was in line with expectations, and kept the annual figure steady at 3.4%. The larger surprise, however, was the hotter-than-expected...
Seema Shah
Principal Asset Management
Growth

Red days, green returns: a 6-step framework for volatility

Drawdowns are part of investing; they test conviction, discipline and temperament, but they also create the conditions for future returns.
Steve Johnson
Forager
Investment Theme

The shovel sellers are making the money: Gerard Minack on the AI not-quite bubble

The macro strategy expert says AI is an earnings bubble, not a valuation bubble, but it still needs to deliver real revenue.
Tom Stelzer
Livewire Markets
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
Investment Theme

“Real Income” that can endure, and grow, through Australian inflation

Real income in an inflationary world: why listed real assets may offer the pricing power your portfolio needs.
AGL
ALX
APA
+11
Andrew Chambers
ClearBridge Investments
Macro

Energy prices and the risk of stagflation

A sustained energy price shock would run the risk of high inflation and recession.
Kieran Davies
Coolabah Capital
Funds

Egregious performance fee structures in funds management

There are important questions to be asked about what constitutes a reasonable performance fee in funds management.
Nick Bird
OQ Funds Management
Property

Australian house prices could still fall 10% despite RBA rates hold

The RBA paused, but another hike is still a risk, tax changes are biting, and according to expert views – house prices are set to fall.
JBH
+4
Joseph Lyons
Livewire Markets
Macro

What could a crash look like?

Because people assume a bailout is all but certain, they choose to keep fuelling a dangerous bubble rather than miss out.
Roger Montgomery
Montgomery Investment Management
Private Markets

Developer cracks expose private credit fault line

Australia's private credit reckoning is here warns Paul Miron. Investors are being forced to confront questions overlooked in boom years.
Paul Miron
Msquared Capital
Equities

How this software stock defied the saaspocalypse

+3
Lucas Goode
IML
Reporting Season

Woolworths jumps 12% in biggest rally on record. Is the Coles gap closing?

A strong first half, upgraded guidance and stabilising market share have investors reassessing the turnaround story.
Stephanie Gardner
Livewire Markets
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