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              Is there opportunity in the software shakeout?
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  Why we won’t be relying on a recovery in software or a continuation of semi strength to drive future performance
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        Ophir Asset Management
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          <time datetime="2026-02-17T06:00:14+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 17, 2026 06:00</time>
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              It&#39;s time to rethink your portfolio strategy in this crazy new world
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  New market realities mean the old way of doing things may no longer give investors what they want.
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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>Padley: The rules have changed (for <span class="whitespace-nowrap">now)<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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  Fundamentals don&#39;t matter and momentum is the game. If you want to play it, Marcus Padley says you need to start thinking like a computer. 
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              Is defensive the new offensive?
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  Durable growth and a coiled spring of potential returns
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              10 ASX stocks loved by top-performing managers
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  Small caps are driving recent fund outperformance and multiple managers are converging on the same names.
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              JB Hi-Fi dips and rips: Earnings beat and dividend hike ease valuation fears
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  Atlas&#39; Hugh Dive on why he&#39;s backing JB Hi-Fi despite valuation concerns and what sets it apart from struggling rivals.
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          <div class="sm:flex-grow">
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              Much ado about everything
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  With a new Fed chair, policy is looking to reverse much of the course of the past decade.
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        Schroders
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              One Piece treasure: Can Bandai replicate Pokémon’s trading card success?
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  Bandai Namco (7832.JP) is positioned to replicate the &#39;Pokémon Card effect&#39; for a new generation of alternative asset investors.
</div>

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        Mintwell
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              US CPI data is unusually cooler than normal
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  Consumer prices in January came in softer than expected, with the annual headline rate easing to 2.4%, from 2.7% previously. Core inflation, which excludes food and...
</div>

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              Where to position amid high yields and policy uncertainty
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  Tim Snelgrove and Sarah Shaw of 4D Infrastructure unpack 2026’s key themes and what their global outlook means for infrastructure investing.
</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>&quot;Something really exciting&quot;: Why microcaps should be on your <span class="whitespace-nowrap">radar<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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  The smallest part of the market offers a huge investible universe and the opportunity for genuinely impressive long-term growth. 
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              <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: 15 ASX ETFs for every investing <span class="whitespace-nowrap">level<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 id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Whether you&#39;re a beginner or a seasoned investor, here are 15 ETF (and LIC) ideas for DIY portfolio design.
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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>Are software stocks having a &quot;Kodak&quot; <span class="whitespace-nowrap">moment?<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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  AI is upending software models, driving a sell-off and exposing which firms have data moats and which rely on seat-based demand.
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  This gold royalty is trading at a 40% discount and management has just put up the &#39;for sale&#39; sign.
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        Seneca Financial Solutions 
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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%] ">
              FNArena reporting season monitor: Feb 2026 - Week 2 (44 stocks covered)
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
</div>

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        FNArena
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/reporting-season">Reporting Season</a>

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          <time datetime="2026-02-13T14:18:47+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 13, 2026 14:18</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>Is last week&#39;s reporting season carnage a sign of things to <span class="whitespace-nowrap">come?<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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<path d="M16 16.5C16 15.1193 17.1193 14 18.5 14C19.8807 14 21 15.1193 21 16.5V18.5C21 19.8807 19.8807 21 18.5 21C17.1193 21 16 19.8807 16 18.5V16.5Z" fill="#19202D"></path>
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  I sat down with my old running mate, Henry Jennings, to unpack a volatile week of reporting season. 
</div>

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          <time datetime="2026-02-13T11:38:12+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 13, 2026 11:38</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>Expect the <span class="whitespace-nowrap">unexpected<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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  Surprise, rather than stability, may be the defining feature of 2026 as policy volatility reshapes markets and investment opportunities. 
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          <div class="sm:flex-grow">
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              From emerging to strength – the asset class to watch in 2026
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  Three tailwinds that could support continued emerging markets performance this year.   
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        VanEck 
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              The data centre effect: Why rising power demand matters for investors
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  After years of flat demand, data centres are forcing new capacity decisions and driving the next wave of investment.
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        Livewire Markets
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  Aeris’ takeover of Peel will result in a combined copper player with scale while creating a new zinc outfit with a life of its own.
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