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Insurance brokers: not as easy to displace as the AI headlines suggest

If 2025 was the year of the AI leaders, then 2026 has started off as the year of the AI scare story.
Steven Glass
Pella Funds Management
Macro

The problem with thinking the Strait will be open soon

What if, traffic through the Strait of Hormuz doesn’t flow for six or more months? And even beyond that, supply takes longer to recover?
Janu Chan
Bitesized Economics
Equities

Investors should adapt to a new market reality

Greater market complexity and unstable correlations are reshaping portfolio construction.
David Elms
Janus Henderson
Macro

Markets had hoped for tighter fiscal policy

Markets had hoped for tighter fiscal policy and a larger reduction in the supply of government debt in last night's Commonwealth budget.
Kieran Davies
Coolabah Capital
Equities

Japanese stocks' incredible hidden real estate assets

TOPIX companies own ~$600bn of investment properties, on the books at only $320bn. And this is only part of the story.
James Halse, CFA
Senjin Capital
Macro

Why the "Sell America" hype was only ever just that

Why filtering noise, why a long-term focus, and why independence all matter. A lot.
Sebastian Ferrando
Koda Capital
Equities

Copper is King! BHP delivers big FY26 results & highest dividend in 4 years

Copper has catapulted the mining giant to a bigger dividend and strong numbers. Here's how we saw the results.
BHP
JBH
ORG
+2
Peter Gardner
Plato Investment Management
Equities

The Ooshie edge: Woolies outpaces Coles in FY26 but is there any upside for investors?

Ausbil's Michael Price on what's gone right for the supermarket supergiants - and what could go wrong.
COL
Tom Stelzer
Livewire Markets
Macro

The return of Australia’s income trade

Investors may need to focus on after-tax outcomes; investing as not simply as a source of portfolio cash flow, but a source of tax alpha.
Marc Jocum
Global X ETFs
Education

O-Ring theory: when one task rules them all

A new paper reveals how ‘the great AI job replacement’ may actually be a future where you become more, not less valuable in your workplace.
Charles Ormond
Fat Tail Investment Research
Equities

Are Australian investors too loyal?

Australia is 2% of the world's share market. So why does your portfolio look like it's 50%?
William Taylor
ETF Shares
Investment Theme

Great businesses can be great investments, sometimes

When good businesses are under a cloud, it’s time for Forager to get interested.
Gareth Brown
Forager
Asset Allocation

War time markets & where capital is flowing in a fragmenting world | #49 Michael Frazis

Michael discusses geopolitics, capital concentration, AI & more — hear how these forces are reshaping markets and portfolio positioning.
BHP
DRO
+24
Murdoch Gatti
York Wealth Management
Equities

Dead reckon: navigating the structural shifts in global markets

The conditions that shaped returns for 30 years are fading. Making sense of what comes next will require a return to first principles.
Chad Padowitz
Talaria Asset Management
Equities

Navigating the shifting landscape of wine and alcohol

The alcohol industry is going through dramatic change and only nimble producers who can adapt to changing tastes will succeed
Martin Marais
Wentworth Williamson
Investment Theme

Defence Tech enters 2026 with strengthening fundamentals

Defence Tech fundamentals remain strong, with expanding order books pointing to sustained momentum into 2026.
Global X ETFs
Global X ETFs
Private Markets

Private credit - separating noise from reality

Private credit offers income and diversification, but rising risks mean manager quality and discipline are more critical than ever.
Nick Kelly
Wilson Asset Management
Macro

Energy transition: humans are bad at non-linear relationships

As fossil fuel scarcity meets exponential solar growth, investors must grasp the non-linear shifts driving the energy transition.
Damien Klassen
Nucleus Wealth
Equities

Forgotten since the GFC and now value is back

Four reasons we think value investing could be back in vogue.
Anna Wu
VanEck
Equities

AI, capital cycles and value investing

Heavy investment, uncertain adoption, and wide outcome dispersion define today’s AI landscape.
John Goetz
Pzena Investment Management
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