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2026 will be a year of earnings, expansion and execution for Aussie equities

If 2025 was defined by Resilience, Rates and Resources, we expect 2026 to be shaped by the three E’s: Earnings growth for the first time in 3 years driven by the...
BHP
+7
Alphinity Investment Management
Alphinity Investment Management
Property

Why property price growth is still strong in a cost of living crisis

At 12%, national dwelling price growth is at a level not seen at any point in the past 20 years. The question now is: where to from here?
Nerida Conisbee
Ray White
Investment Theme

HYPE is living up to the Hype

A Decentralised Exchange is now outpacing Coinbase and Robinhood, it's time to take DeFi seriously
Ryan McMillin
Merkle Tree Capital
Commodities

‍Rate hikes create winners and losers. The work is knowing which is which

Rate hikes don't hit every sector equally. The analytical work is identifying which businesses are insulated before the market reprices.
Emanuel Datt
Datt Capital
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
Private Markets

Liquidity is reshaping risk and return and investors need to be selective

Alex Hone of Keyview unpacks ASIC's findings into the private credit sector and why the surge in liquidity is the biggest force shaping 2026
Anna Dadic
Livewire Markets
Education

4 levers to build wealth over the next 20 years

Two investors start with the same salaries and choose the same investments. But 20 years later, one has a far bigger balance than the other. How might this happen?
Hans Lee
Betashares
Macro

The Trump TACO: Why markets are betting on a deal while holding their breath

Markets look strong, but risk looms as hope for a Donald Trump TACO deal collides with the threat of a destabilising Middle East shock.
Damien Klassen
Nucleus Wealth
Macro

2026: A Tale of Two Cities

Investing across a bifurcated global economy.
Eric Souders
Payden & Rygel
Equities

Hits, misses and the opportunities ahead for Aussie equities

​​​​The FY2026 interim reporting season saw a large divergence in results between sectors, with companies experiencing significant market dislocations as investors...
ALD
+3
Wilson Asset Management
Wilson Asset Management
Outlook Series

How CommSec clients are positioning for 2026

What 2025 taught investors and the four themes that will matter most in 2026.
James Marlay
Livewire Markets
Equities

Many missed this boat

As markets rotate and inflation reshapes leadership, disciplined investors are revisiting value.
Arian Neiron
VanEck
Investment Theme

India's green day rising

India’s oil-related problems are leading to an electrification surge, creating new winners in mid‑cap clean energy and EV innovators.
Mugunthan Siva
India Avenue
Equities

The global rare earths bottleneck investors are underestimating

Sam Heithersay
Fidelity International
Macro

Rising bond yields are the test for risk assets

Global bond markets have sold off sharply in recent weeks, pushing long-end yields to multi-decade highs across major markets. U.S. 30-year yields hit their highest...
Seema Shah
Principal Asset Management
Investment Theme

Tax reforms set to reshape traditional approach to portfolio construction

The recent Federal Budget reforms to Capital Gains Tax (CGT) and negative gearing add further pressure to a more challenging environment.
Alan Greenstein
Zagga Investments
Equities

19 results: What reporting season is saying about rates, wages and the consumer

19 companies have released results in August; these are the insights across employment, labour costs, financing conditions, and consumers.
AVH
+12
Ryan Lim
Alpha Insights
Commodities

Bonds a no-go: What rising inflation risk means for gold

January’s gold rally was powered by volatility and flows. The next phase depends on inflation and bond markets.
World Gold Council
World Gold Council
Equities

Is healthcare finally turning the corner?

EQT
+7
Marc Whittaker
IML
Investment Theme

A $60 billion automaker you’ve never heard of

India is becoming the silent backbone of many global models in the automotives industry.
Edward Heng
India Avenue Investment Management
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