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Outlook Series

Ignore resources at your peril: commodities are re-emerging as a growth asset

One of 2025's big underdog stories came from commodities and it's set the stage for a strong year for the sector - and some key names.
Daniel Sullivan
Janus Henderson
Property

Investment banks warn Australia's real estate boom is over — what it means for property investors

House prices are showing early signs of cracking — and experts warn there’s a perfect storm brewing homeowners can’t afford to ignore.
Carl Capolingua
Livewire Markets
Investment Theme

How much!?!?

With hyperscaler capex set to potentially surpass U$800 billion, several prominent institutions have looked at the returns needed.
Roger Montgomery
Montgomery Investment Management
The Rules of Investing

Simon Doyle on choosing the best assets for protecting portfolios from inflation

Inflation is proving harder to tame. Simon Doyle explains why and shares the assets he trusts most to protect real returns.
The Rules of Investing
Livewire Markets
Exchange Traded Funds (ETFs)

Lithium’s having a whale of a time as AI demand surges

One AI data centre demands more lithium than a blue whale weighs and that is before humanoid robots enter the picture.
Stephanie Gardner
Livewire Markets
Macro

The ASX data centre trade is real. The return concentrates at a layer most investors are overlooking

AI infrastructure is reshaping the ASX. The margin concentrates in contractors and distributors, not the asset owners.
Emanuel Datt
Datt Capital
Property

Why Allan Gray has bought Dexus while everyone else heads for the exit

Office REITs are deeply out of favour. Allan Gray analyst Tim Hillier explains why that's exactly what caught the firm's attention.
DXS
Keith Ford
Livewire Markets
Equities

The distortion in Australian equities

A regulatory safeguard designed to protect superannuation members may now be distorting Australia’s equity market.
BHP
+10
Cameron McCormack
VanEck
Equities

Where is value on offer in the great AI selloff?

The market seems to be gravitating toward companies with more physical assets, because they are much less at risk of AI disruption.
AMC
BHP
BXB
+7
Daniel Moore
IML
Equities

3 ASX small caps that are still great value

Our top three high quality, reasonably priced small caps for 2026 and beyond.
Marc Whittaker
IML
Equities

Find me a better value 'Small Cap' gold producer

I dare you.
KAU
David Mari
RMBlack Wealth Management
Equities

Australian major banks: Credit Quality — where the faultline runs (July update)

From our write-up "Are the banks well-provisioned?" in April, and with Judo's June update, a re-assessment couldn't be more timely.
BTN
+8
Ryan Lim
Alpha Insights
Listed Series

Jacob Mitchell is finding value in places AI can't touch

The Antipodes CIO talks about mispricings in structural growth trends and why the benchmark is the biggest risk to your portfolio.
Anna Dadic
Livewire Markets
Equities

Seven Deadly Sins of Investing: Part 7

The final deadly sin: Herding and the Safety of the Crowd
Marcus Howes
Plato Investment Management
Equities

The passive premium: bottom-up valuation analysis of the ASX 200 index

Autopilot investing: capital allocated mechanically by market-cap weight, without assessing whether the price paid reflects intrinsic worth.
Ryan Lim
Alpha Insights
Equities

London Calling: Cheap stocks, AI upside and resilient consumers

UK company meetings show resilient fundamentals, attractive valuations and AI-led opportunities for Australian growth investors.
WAA
WAM
WAX
+1
Oscar Oberg
Wilson Asset Management
Markets

The great market broadening is just getting started

Cooling inflation and improving market breadth are creating a more supportive backdrop for small-cap investors.
Andrew Mitchell
Ophir Asset Management
Equities

Why QBE, TCL and CPU are the top 3 ASX Companies for higher rates in 2026

To win in 2026, investors must pivot toward companies with three specific advantages: the float, pricing power, and the productivity moat.
CPU
+2
William Taylor
ETF Shares
Equities

El Niño and the ASX: the stocks set to win and lose

El Niño may lead to drought, supply chain chaos, inflation, and other negatives – but it will also result in winners and losers on the ASX.
BHP
ELD
IGO
+9
Joseph Lyons
Livewire Markets
Growth

International bank stocks are crushing the Big Four. Is it time to switch sides?

The world's biggest banks are back. Tom Wickenden explains why they now offer stronger growth, rising dividends and value.
Vishal Teckchandani
Livewire Markets
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