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The next move in rates could come sooner than expected - here's what it means

The economy is slowing. Here we explore why rate cuts may be back on the agenda sooner than markets expect.
Tim Toohey
Yarra Capital Management
Equities

The coming (market) regime change

This war will likely be the catalyst for a ‘regime change’ in investor sentiment.
Greg Canavan
Fat Tail Investment Research
Fixed Income

A rare window has opened for earning predictable income

Capture elevated corporate bond income today with Betashares Defined Income Bond ETFs.
Hans Lee
Betashares
Equities

Why Google could go to US$100 trillion (not hyperbole)

Google is the internet. And it's optionality on future tech is second to none.
+1
David Tuckwell
ETF Shares
Education

Regular investors could do worse than embrace Warren Buffett's advice

You won't be the next Buffett but there's still a lot you can learn from his approach to investing.
Tom Stelzer
Livewire Markets
Wealth

Budget 2026-27: Good intentions. Unintended outcomes?

In this note we assess the impact of the 2026-27 Budget, and the risk that in the attempt to engender inter-generational fairness that we create new distortions that...
Tim Toohey
Yarra Capital Management
Equities

Panning for gold after reporting season

Australia’s headline index concealed a reporting season rich in opportunities among resources, smaller companies and listed property.
BHP
+7
Cameron McCormack
VanEck
Markets

"An awakening in animal spirits": Ben Griffiths on the SpaceX effect and what comes next

Ben Griffiths says equities remain in an uptrend, but the SpaceX frenzy and AI capex boom carry warning signs worth watching closely.
Keith Ford
Livewire Markets
Fund in Focus

How Kapstream is balancing global shocks and fixed income yields

As inflation ripples through the global economy due to the Strait of Hormuz closure, fixed income investors are at a crossroads.
Keith Ford
Livewire Markets
Education

What England's overrated football team teaches us about investing

It's not coming home.
David Tuckwell
ETF Shares
Wealth

Is the US still “exceptional”?

Having done so in 2025, will non-US equity returns continue to outperform US equity returns? Let's look at some charts...
Sebastian Ferrando
Koda Capital
Education

No growth, no problem. The case for private credit in a stagflationary environment

Equities need growth. Bonds need falling rates. Property development needs both. Stagflation delivers neither.
Patrick William
Rixon Capital
Macro

Where have all the lines outside Martin Place gone?

The price action in precious metals is a microcosm of moves seen across risk assets
Anthony Doyle
Pinnacle Investment Management
Retirement

Capital endurance in retirement: where commercial property quietly does the heavy lifting

Living longer changes everything. Here is how to build a retirement portfolio that balances income, growth and risk over decades.
Chris Conway
Livewire Markets
Commodities

Commodity investing needs an upgrade

Investors need to rethink not only whether they allocate to commodities, but how they access the opportunity.
Robert Shimell
Janus Henderson
Equities

Still early: why the market broadening has years left to run

The next chapter of market returns looks very different, investors should be positioned to capture it.
+4
Jacob Mitchell
Antipodes
Equities

Cobar copper play feeds investor appetite for consolidation in red metal sector

Aeris’ takeover of Peel will result in a combined copper player with scale while creating a new zinc outfit with a life of its own.
PEX
Barry FitzGerald
Independent Journalist
Reporting Season

Austal dips 10% but surging defence spending makes this pullback look like an opportunity

Austal is starting to look attractive after a ~35% dip from January record highs as global defence spending continues to soar.
ASB
Kerry Sun
Livewire Markets
Investment Theme

India, into the AI-Groove

India's is quietly emerging as a Global AI Infrastructure powerhouse - the physical assets behind AI's explosive growth
+5
Mugunthan Siva
India Avenue
Fixed Income

Making fixed income work in modern portfolios

Fixed income is evolving fast. Andrew Canobi explains how to build resilient portfolios and find returns in a more complex market
Chris Conway
Livewire Markets
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