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              A deeper sharemarket correction, $2.70 petrol and deficits forever?
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  I look at why the pressure on Australian investors and households is building – and why the RBA may be forced to hike again.
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        AMP
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/the-rules-of-investing">The Rules of Investing</a>

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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Why it’s not time to leave the equities party <span class="whitespace-nowrap">yet<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  T. Rowe Price&#39;s Iona Dent says the strength of earnings in equities means it is too early to head for the exits.
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              Before they were titans
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  India&#39;s greatest wealth creation has occurred during the journey to being a dominant company
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          <time datetime="2026-09-25T13:00:08+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 25, 2026 13:00</time>
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              “Income investing is no longer only a retiree conversation” - BlackRock
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  Australians in their 30s and 40s are using ETFs to supplement income from work, according to a new BlackRock/iShares report.
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/fixed-income">Fixed Income</a>

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          <time datetime="2026-09-25T11:50:20+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 25, 2026 11:50</time>
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              Alpha is not a dirty word
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  Private credit may dominate the headlines, but it is only one part of the opportunity set.
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        Yarra Capital Management
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              A catalyst for the AI Bubble break
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  Investment bubbles are inherently dangerous beasts. Like a natural Ponzi scheme, an investment bubble needs to draw in ever larger amounts of capital to keep it going....
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        GMO
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              Analysts back in Bellevue as WA gold miner hits inflection point
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  Consistent results and shrinking hedge book cited as key; FirstAU-Javelin merger seen as Forrestania MKII and Latitude 66 screams value.
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Buy Hold Sell: 8 ASX stocks for attack and <span class="whitespace-nowrap">defence<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  The AFL Grand Final is here and so we&#39;re taking a look at some of the ASX&#39;s most popular attackers and defenders.  
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              Drill, baby, drill: The case for Australia&#39;s next gas boom
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  Coal plants close from 2028 and power demand rises 50% by 2035. Ben Griffiths says gas is the answer and a drilling boom is coming.
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              The ASX REITs most exposed if rates stay high
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Morgan Stanley have assessed each REIT&#39;s FY27/28 interest rate hedges, and identified who is most exposed if rates remain elevated. 
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              Why sovereign default isn&#39;t always a disaster - and what it would mean for the US
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Sovereign default sounds like an apocalyptic scenario. Janus Henderson&#39;s Jay Sivapalan explains why it doesn&#39;t have to be.
</div>

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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Goldman Sachs President &amp; COO John Waldron: What’s the real Wall Street <span class="whitespace-nowrap">superpower?<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  Inside Blackstone is our weekly podcast taking you inside our walls to share the conversations and people shaping the future of markets
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              Which of the ASX&#39;s most shorted stocks do the brokers think are a Buy?
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  They may have double-digit short interest, but these stocks are still earning buy ratings. 
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              Predicting the world&#39;s biggest stock - did Antipodes&#39; Vihari Ross get it right, and what is she backing next?
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  A year ago, Antipodes&#39; Vihari Ross called Google the buying opportunity of the decade. How did her call turn out? 
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Where’s the Beef? Blackstone&#39;s Jon Gray on the payoff from the enormous AI CapEx <span class="whitespace-nowrap">spend<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  Skeptics question whether significant investments in AI CapEx will deliver for investors. Blackstone President &amp; COO Jon Gray addresses that question in a presentation...
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              The U.S. stock market approaches October with lots to worry about
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Bonds present the biggest concern for an already stretch US equities landscape. 
</div>

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    alt="Roger Montgomery"
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        Montgomery Investment Management
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              One big macro disagreement investors can&#39;t ignore
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  Livewire Live’s Signal or Noise panellists on whether the RBA has gone too far on inflation.
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              The founder transition: A growing private equity opportunity
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  Australia’s ageing business owners are creating opportunities for private equity to support succession, growth and operational change.
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        Wilson Asset Management
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