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The business of booze: Can Zero be Diageo's comeback story?

Once prized for its reliability, alcohol has become a difficult place for investors.
Steve Johnson
Forager
Investment Theme

Tokenisation in 2026

The “RWA trade” moves from narrative to plumbing
Ryan McMillin
Merkle Tree Capital
Investment Theme

Discipline required: PIMCO's 2026 outlook on Australia, China and Japan

Investors can find enduring opportunities amidst diverging policy across the APAC region.
Tom Stelzer
Livewire Markets
Equities

Is defensive the new offensive?

Durable growth and a coiled spring of potential returns
+9
GQG Partners
GQG Partners
Macro

Iran conflict triggers a major energy shock

The coordinated U.S.–Israel strikes on Iran on February 28 and Iran’s subsequent retaliation, have pushed the region into its most volatile military confrontation in...
Seema Shah
Principal Asset Management
Macro

Three global shocks, one policy error

There have been some interesting quarters over the past decade, but nothing quite compares with the first quarter of 2026.
Tim Toohey
Yarra Capital Management
Equities

The space stock rally is about front running Nasdaq 100 index inclusion

Atlassian's loss could be space stocks' gain. Rocket Lab, Planet Labs and AST SpaceMobile run hot ahead of Nasdaq 100 rebalance.
David Tuckwell
ETF Shares
Macro

US inflation is still too high even as upside risks abate

Upside risks to global inflation from the energy shock have abated, but US inflation is still too high, pointing to higher interest rates.
Kieran Davies
Coolabah Capital
Wealth

The tax move to make before Labor kills it (and the mistake that hands the ATO free money)

FY27 represents an important planning window before the 30% tax begins applying to gains accrued from 1 July 2027 onwards.
Vishal Teckchandani
Livewire Markets
Equities

What historically low numbers from banks and retailers mean for markets

A wave of private equity takeovers highlights the growing disconnect between fundamental value and volatile market pricing.
CSL
JBH
+5
Daniel Moore
IML
Education

MA Financial’s Julian Biggins on building an enduring business

What does a good market hide? Quite a lot.
Steve Johnson
Forager
Funds

A 33km waterway that shapes the price of almost everything

Geopolitical tensions pushed oil to historic levels - here's what long-term investors should take from it.
Hans Lee
Betashares
Education

Private Credit covers many risk profiles, structure matters

We explain what warehouse funding is in private credit and why it is different to other types of lending that are getting negative headlines
Martin Marais
Wentworth Williamson
Asset Allocation

The repricing of institutional property: From single digits to double-digit potential

Ryan Bass discusses Dexus WS Property Fund, GPT WS Shopping Centres, macro/micro drivers & why institutional property is being re-rated.
DXS
GPT
Murdoch Gatti
York Wealth Management
Macro

Trump nominates Kevin Warsh to lead the Federal Reserve

President Trump’s announcement that he will nominate Kevin Warsh as the next Chair of the Federal Reserve triggered an immediate response across markets last Friday....
Seema Shah
Principal Asset Management
Equities

The stocks on WAM's radar as tech advancements drive new opportunities

WAM Global (ASX: WGB) Deputy Portfolio Manager William Liu and Investment Analysts Will Thompson and Laura Hargrove sat down to share insights into technological...
WGB
+3
Wilson Asset Management
Wilson Asset Management
Equities

As the world rushes to electrify, this company is poised to be the big winner

Regulated, resilient, and ready for a decade of growth
Magellan Investment Partners
Magellan Investment Partners
Equities

Take the Single: The case for getting paid now

Why you should get runs on the board in an era of constrained capital.
Chad Padowitz
Talaria Asset Management
Macro

The market has moved. Now it’s time for the infrastructure to catch up

I've spent the better part of a decade watching Australia's digital asset industry grow up. When I joined BTC Markets, crypto was still treated like a fringe...
Caroline Bowler
BTC Markets
Asset Allocation

When BTC trading sideways is bullish: and how HYPE and ZCash are broadening the rally

May's BTC tape did almost nothing. But under the surface, the recovery is already broadening, with HYPE and ZEC leading the rotation.
Ryan McMillin
Merkle Tree Capital
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