Home Wires popular

popular wires

Fixed Income

Software stuck in a trough

The software sector remains challenged by pressured valuations, uncertain recoveries, and less reliable sponsor support.
PIMCO .
PIMCO
Property

What the 2026 Federal Budget should focus on to fix housing

The priority for the Federal Budget should be to avoid making housing pressures worse by supporting more demand while hurting supply.
Nerida Conisbee
Ray White
Investment Theme

Spooked by rising rates and tariffs, private credit draws investors’ eyes

Amid rising rates, global tariffs and market volatility, private credit is gaining attention as investors look to defensive allocations.
Alan Greenstein
Zagga Investments
Macro

The tech sector's role in driving US growth

The tech sector has accounted for the bulk of recent US economic growth, pointing to a speed limit for growth of about 2½%.
Kieran Davies
Coolabah Capital
Equities

Inside the battles determining the AI winners and losers

AI isn’t one trade. Chipmakers, cloud providers, labs and software firms have distinct dynamics, making competition and valuation key.
+2
Eric Marais
Orbis
Macro

What is going on with the Japanese yen?

There is good reason for the BOJ to be reluctant in raising rates too quickly given the potential disruption to financial markets.
Janu Chan
Bitesized Economics
Macro

Managing a key risk for investors : Disappointment

I take a closer look at the impact of volatility drag on investor outcomes and some simple steps that can be taken to manage such risks.
Clive Smith
Equities

Deep-value heaven?

Japan's small cap stocks offer compelling value, trading at less than half the P/E ratio and 1/3 the price/book ratio of the Nikkei 225.
James Halse, CFA
Senjin Capital
Education

Good as gold? Don’t be fooled

How gold’s glitter can blind investors.
Fisher Investments®
Macro

Party like it's (not) 1999

Despite bubble fears, there are key differences between the late 1990s and today that we believe bode well for U.S. equities in 2026.
Jeff Schulze
ClearBridge Investments
Equities

Tech is undervalued

Markets are growing increasingly worried over the prospect of an AI-led tech bubble. Our investment analysts are less so.
Fidelity International
Fidelity International
Fixed Income

Higher interest rates don’t end opportunities – they change them

Unless inflation data delivers a positive surprise, more hikes are very possible.
Hans Lee
Betashares
Asset Allocation

Kim Morison - The ultimate uncorrelated asset: water

How do you secure resilient, institutional-grade returns when traditional equity and bond markets are increasingly volatile? 
David Clark
Koda Capital
Equities

The security premium: the industrial case for defence technology

The industrial mismatch with adversaries is widening, not narrowing. Why bottlenecks in the US are redirecting procurement globally.
Billy Leung
Global X ETFs
Equities

An investment to keep society moving

A ‘real’ asset class that can potentially act as an inflation hedge.
Alice Shen
VanEck
Commodities

Are we running out of gold?

Despite cautious mining outlooks, gold supply remains resilient thanks to ample reserves, limited mine scale and sector diversity.
John Reade
World Gold Council
Commodities

Can commodities become the market leaders?

With many commodities now trading near all-time highs, investors may be questioning whether the trade has become overcrowded.
Justin Lin
Global X ETFs
Equities

All in play as the corporate sector enters the AI era

Companies across sectors will increasingly deploy artificial intelligence (AI) throughout their businesses to fortify competitive advantages
Joshua Cummings
Janus Henderson
Macro

Conflicting dynamics in latest US jobs report

The December jobs report showed a weaker-than-expected 50,000 gain in payrolls. There were also material revisions to prior months, bringing three-month average job...
Seema Shah
Principal Asset Management
Macro

US policy rates on hold, nothing to see here

As widely expected, the Federal Open Market Committee (FOMC) left the target range for the federal funds rate unchanged at 3.50–3.75% today. This marks the first...
Seema Shah
Principal Asset Management
1221-1240 of 39267