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Saaspocalypse? Not Now!

Why it's important to remember that not all software businesses are built the same.
Alex Shevelev
Forager
Equities

Stop asking if there's a stock market bubble. Ask this instead

As stock bubble fears rise, accelerating corporate earnings and AI spending suggest the market rally is backed by real power.
Damien Klassen
Nucleus Wealth
Investment Theme

From ice age to golden age: Can this sector maintain its world-leading returns?

Emerging markets equities have outpaced most developed markets thanks to the AI boom. What's the outlook now?
Tom Stelzer
Livewire Markets
Investment Theme

Summarising my current AI thesis – Part 1

The primary financial engine behind the AI buildout is suffering a severe cash bleed.
Roger Montgomery
Montgomery Investment Management
Asset Allocation

T. Rowe Price's 5 bubble-spotting metrics and the stocks they're backing now

While some warning signs are there, we're not even halfway this the tech-driven rally. The key is staying in the race.
Tom Stelzer
Livewire Markets
Investment Theme

The 5 forces this US$1 trillion player is paying attention to

AI investment, easing inflation and falling rates are reshaping markets. Here’s where opportunity may emerge in 2026 according to Blackstone
Chris Conway
Livewire Markets
Equities

3 perceived AI-losers that aren’t

When it comes to AI, rather than picking the winners, the bigger opportunity may be identifying businesses misperceived as losers.
Stephen Arnold
Aoris Investment Management
Equities

Woolworths and Coles are surging. Here's what it means for the broader market

The ASX 200 staples sector is outperforming the broader market by a wide margin. History has a blunt warning for anyone tempted to chase it.
COL
Kerry Sun
Livewire Markets
Investment Theme

Emerging markets delivered 43% in FY26: How ClearBridge played it and where it's looking next

Few sectors could match the performance seen across certain parts of the emerging markets sector in 2026. And the story is still being told.
Tom Stelzer
Livewire Markets
Equities

Where to find value in a market obsessed with momentum

Momentum is dominating markets, but dispersion is creating "lumpy and attractive" opportunities for value investors willing to explore.
Anna Dadic
Livewire Markets
Equities

We need more 'platforms' like Reddit to stop AI turning humans into robots

Reddit shares might be a solution to preventing AI model inbreeding.
Daniel Wong
Mintwell
Equities

Sentinel gets Big Spring in its step with Nevada gold deal

Plus, Australian Vanadium prepares to usher in new generation of energy storage for Australia with bid to build Kalgoorlie battery.
Barry FitzGerald
Independent Journalist
Macro

What happens next at the Fed matters

If the S&P 500 is the dog that wags the global stock markets’ collective tail, then the U.S. central bank – The Federal Reserve – is the brain controlling that dog....
Roger Montgomery
Montgomery Investment Management
Equities

Cheaper intelligence, greater demand: The message from Nvidia

Nvidia’s latest results provide a timely test of the AI investment thesis.
Lachlan Hughes
Swell Asset Management
Private Markets

Return of capital isn’t the same as return on capital

Capital protection is essential in credit, but it’s not sufficient.
Frank Danieli
MA Financial Group
Equities

Active management thrives in small caps

Is a volatile 2026 ahead for Australian small caps? We are confident in turning rate shifts, resources momentum and M&A into opportunity.
WAA
WAM
WAX
+1
Shaun Weick
Wilson Asset Management
Equities

Long live software: Part III

AI is accelerating software’s product cycle while cutting costs. The best companies are turning those gains into growth.
XYZ
Damon Callaghan
ECP Asset Management
Equities

SpaceX IPO: overvalued? overhyped? Or a must-own when the entire SYSTEM may be buying it?

Does it matter what the "right" price is, if the entire index system is structurally forced to buy it on day 15 regardless? Lets have a look
Murdoch Gatti
York Wealth Management
Equities

How does the ASX 200 perform after an oil price shock?

Oil just posted its second-largest weekly gain in 40 years. History says investors shouldn't panic but the next few months won't be smooth.
Kerry Sun
Livewire Markets
Investment Theme

"Watch this space": Are we entering the age of the Active ETF?

Macquarie Asset Management says investors deserve better and cheaper listed products and believes it can be the one to deliver them.
Tom Stelzer
Livewire Markets
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