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          <time datetime="2026-03-12T13:52:12+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 12, 2026 13:52</time>
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              Monthly market views: AI disruption and dollar hedging
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  Despite the disruption AI is creating across stock markets, one thing is clear – AI-driven investment spending continues to grow. 
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        BNP Paribas Asset Management
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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>12 ASX stocks Seneca’s Ben Richards believes the market is <span class="whitespace-nowrap">mispricing<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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  Investing feels harder than it used to. Here, Richards explains how the rules are changing and names some of the stocks he likes.
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          <time datetime="2026-03-12T09:22:24+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 12, 2026 09:22</time>
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              5.5% yields and a 200bp gap: Why bonds may beat equities for income in 2026
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  Dividend stocks have long dominated income portfolios. But corporate bonds from the same companies may now offer more reliable income.
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              US CPI data shows the calm before the storm
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  Consumer price inflation in February came in as expected, with the annual headline rate remaining steady at 2.4%. Core inflation, which excludes food and energy, rose...
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  Blackstone President Jon Gray shares his perspective on the economy, investing, and navigating disruption.
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              The new blue chips: 3 global players for your portfolio
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  Between tech giants and coal companies, the new rules of blue-chip investing might look different to the past.
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              Software’s big sell-off: structural risk or narrative noise?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Equity portfolio teams must ask questions to determine where the narrative is overdone in a software industry facing disruptive forces.
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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>Returns today, risk tomorrow. The next shakeout will show who got lending <span class="whitespace-nowrap">right<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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  Private credit can offer strong income, but the quality of underwriting and loan structure will determine who survives the next cycle.
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              Mortgage pain warning as oil price surge has markets expecting two RBA rate hikes by October
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Oil has surged above US$100 and markets now see two RBA rate hikes by October. Is this be the prick that bursts Australia’s housing bubble? 
</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>The great adviser shortage: How growth advisers are building firms through acquisition | #48 Michael <span class="whitespace-nowrap">Campbell<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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  Michael discusses the adviser shortage, advice firm valuations &amp; how growth advisers are building scalable firms through acquisition.
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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>This fund proves capital can deliver returns and impact - for <span class="whitespace-nowrap">good<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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  What if investment fees could fund real social change? The Future Generation Women Fund is backing top managers while tackling inequality. 
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              Why the worst time to sell is usually right now
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  Market volatility triggers panic. History shows the biggest risk isn’t the sell-off, it’s investors abandoning their process.
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              How does the ASX 200 perform after an oil price shock?
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  Oil just posted its second-largest weekly gain in 40 years. History says investors shouldn&#39;t panic but the next few months won&#39;t be smooth.
</div>

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              Energy prices and the risk of stagflation
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  A sustained energy price shock would run the risk of high inflation and recession. 
</div>

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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%] ">
              It&#39;s TACO time: Charlie Aitken’s 3 market bets from the US–Iran conflict
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Trump may be pulling the pin on his Iran attack, and savvy investors should be looking to benefit, says Regal&#39;s Group Investment Director.
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        Livewire Markets
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              Revenge of the nerds
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  Investors have disregarded one of the most important components of business value; durability. The asset heavy ‘nerds’ have made a comeback.
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              The next 4DX? More like Shockwave Medical
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  In an era where software moats erode overnight, we are drawn to businesses fortified by hardware, patents, approvals and 20 yrs of research
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        Hamma Capital
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              BHP is riding high, but will Broken Hill become a broken promise?
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  Strong results and copper momentum have driven BHP higher. Here&#39;s what investors should watch next.
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</span>    </div>
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        Livewire Markets
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          <time datetime="2026-03-10T06:00:15+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 10, 2026 06:00</time>
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          <div class="sm:flex-grow">
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              Risk, return and reality in commercial property
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Equity or credit in commercial property? We model the risk, return and downside trade-offs investors cannot afford to ignore. 
</div>

          </div>
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</a>    </div>
  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
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</span>    </div>
      <div>
        Trilogy Funds
      </div>
  </div>
</div>

        </div>
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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="2026-03-10T06:00:13+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 10, 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>Roy Keenan: 6% and sleeping well in the best market I’ve <span class="whitespace-nowrap">seen<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">
  Amid AI disruption, fiscal uncertainty and stretched equities, Roy Keenan argues fixed income offers rare clarity and compelling risk-reward
</div>

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