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          <time datetime="2026-09-05T06:00:23+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 05, 2026 06:00</time>
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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>The ‘mother of all housing corrections’? Chris Joye on property, rates and where he’d invest <span class="whitespace-nowrap">$100,000<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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  Australia’s housing downturn could become the worst in memory. Chris Joye explains why - and where he&#39;s investing right now.
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          <time datetime="2026-09-04T16:20:34+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 04, 2026 16:20</time>
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              August 2026 Reporting Season Wrap
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  Themes from reporting season along with the winners and losers 
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</a></div>

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          <time datetime="2026-09-04T14:43:12+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 04, 2026 14:43</time>
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              Follow the money into the machine
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  Cheaper AI models are widening adoption while Asian chipmakers control crucial hardware bottlenecks, reshaping the semiconductor opportunity
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        Plato Investment Management
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          <time datetime="2026-09-04T12:14:21+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 04, 2026 12:14</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Is AI debt making US$1 trillion of bonds behave strangely? The warning signs ASX investors should watch
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  US$1 trillion of corporate debt is behaving strangely despite calm markets on the surface – an uncomfortable echo of the pre-GFC era.
</div>

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              How will you pay off your mortgage before you retire? Vanguard’s advice for Australians
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  More Australians are taking mortgages into retirement than ever before. Daniel Shrimski on what that means and what to do about it.
</div>

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              While the Nikkei boomed, Japan&#39;s software went on sale
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  The Saaspocalypse felt overblown, we moved accordingly, and the evidence so far has been encouraging.
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              Panning for gold after reporting season
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  Australia’s headline index concealed a reporting season rich in opportunities among resources, smaller companies and listed property.  
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Gateway’s gold find would be talk of the town … if it weren’t for Kaoko
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Kaoko shares soar 237% in two days on a copper discovery in Namibia, overshadowing Gateway’s 16% jump on breakthrough gold results in WA. 
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  <a aria-label="MM1" data-controller="event" data-event-name-value="link_click" data-event-id-value="66515" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-mm1">
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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 winners, losers and best ideas across ASX <span class="whitespace-nowrap">small-caps<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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  Sorting the solid from the soft from reporting season, Forager&#39;s Steve Johnson and Seneca&#39;s Ben Richards give their verdicts.
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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>Surprise ASX beats and misses, sleeper stocks and <span class="whitespace-nowrap">overrated/underrated<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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  <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>A box seat to the US$3 trillion sports and media <span class="whitespace-nowrap">opportunity<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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              Wild swings, big opportunities: 6 ASX best ideas Morgans is backing
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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>13 is lucky if you like <span class="whitespace-nowrap">dividends!<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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  Thirteen is unlucky for some. For income investors, it just showed up as a 13% year-on-year lift in the total dollar value of dividends announced through August...
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  What Google&#39;s entry into Australia&#39;s Kangaroo bond market means for investors seeking high-quality credit opportunities.
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          <time datetime="2026-09-03T13:31:04+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 03, 2026 13:31</time>
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              Small caps and 4 other themes VanEck thinks you should watch
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          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Thank god for black gold: the awful investing strategy mounts a comeback
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  It&#39;s been another month of macro worry for markets, but it&#39;s been a much-needed shot in the arm to my flailing, trend-chasing portfolio.
</div>

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              Jeremy Grantham joins 20+ of Australia&#39;s top investors at Livewire Live
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  GMO Co-Founder Jeremy Grantham will join 20+ of Australia&#39;s leading investors at Livewire Live 2026.
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          <time datetime="2026-09-03T06:54:53+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 03, 2026 06:54</time>
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              The RBNZ hikes rates again, with more to come
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  The RBNZ has continued to raise rates given average core inflation has been stuck above the 2% target.  
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