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              The case for a new commodities ‘supercycle’
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  Building smarter, more resilient commodity exposure
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        Janus Henderson
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              The 10 most-shorted ASX stocks right now (and those attracting more short sellers)
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  A miner takes back the top spot, while Aussie tech has so far avoided big short interest despite huge selloff. Will it last?
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          <time datetime="2026-02-19T06:00:29+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 19, 2026 06:00</time>
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              3 legends. 1 stock. The rare moment Klarman, Dalio and Soros all agreed
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  Matt Heine says growth is shifting from platform wins to adviser productivity, technology gains and deeper client engagement.
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              BHP just hit an all-time high, but copper could take it higher
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          <time datetime="2026-02-18T13:17:00+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 18, 2026 13:17</time>
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              The &quot;SaaS-pocalypse&quot; is good clickbait, but it&#39;s lazy analysis
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  The sell-off is real. But for SaaS companies with genuine moats, this is exactly the kind of entry point you&#39;ve been waiting for
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      +6
</a></div>

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              Investing in the AI mega-theme: Key risks and opportunities for investors
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  Valuations, finding the next wave of winners, and the impact on markets as companies aggressively raise capital to finance the AI boom.
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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>Copper dethrones iron ore as crown jewel, as BHP goes big on dividends and <span class="whitespace-nowrap">revenue<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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  BHP CFO Vandita Pant says the world&#39;s largest miner is gunning for more growth after impressive H1 result. 
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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>Lazard&#39;s Ron Temple&#39;s three core convictions and where investors should be looking <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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  The chief market strategist is bullish on EM but worried about geopolitical risk in 2026. 
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              Is CSL giving you a headache? Here are 6 ASX biotech firms for the watchlist
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  Two experts share the Aussie names with big catalysts on the horizon.
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          <time datetime="2026-02-17T17:59:10+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 17, 2026 17:59</time>
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              How data, discipline, and relentless curiosity built a $43B investment powerhouse
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  How a $43B investment firm uses data, discipline, and diversification to deliver long-term results investors can learn from.
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      <div>
        Koda Capital
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              Healthcare’s next chapter: Opportunities in an era of transformation
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  The outlook for healthcare is improving, fuelled by innovation across several key subsectors. 
</div>

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        T. Rowe Price
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        Maven Funds Management
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              Coal producer New Hope Group has “A very strong fundamental base”
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  ESG concerns? Perhaps. Fundamentally sound and worth buying today? Yes, says this veteran fund manager.
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          <div class="sm:flex-grow">
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              9 key charts for investors to keep an eye on
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  A messy start, stretched valuations and rising risks. The nine charts that will shape markets this year.
</div>

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        AMP
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Long live software: Part I
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Why Infinite Code Doesn&#39;t Build Infinite Moats
</div>

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      <div>
        ECP Asset Management
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              New year, same rotation
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Speed bumps are almost certain to emerge over the coming 11 months, but we are encouraged by the market’s resilience and participation
</div>

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        ClearBridge Investments
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              Darko Kuzmanovic: The best setup I’ve seen in 40 years
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  Deglobalisation, AI and electrification are colliding with years of underinvestment.
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              Gold bull market endures early 2026 volatility
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  Strong demand, central bank buying and improving miner fundamentals continue to support a durable long-term bull market in 2026.  
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        VanEck 
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