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          <time datetime="2026-03-16T16:48:26+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 16, 2026 16:48</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%] ">
              The housing market’s K-Turn
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In capital cities, affordable homes are now driving the strongest price growth.
</div>

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</a>      </div>
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        Ray White
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  </div>
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/macro">Macro</a>

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          <time datetime="2026-03-16T15:56:12+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 16, 2026 15:56</time>
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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%] ">
              Has Australia reached the end of the Great Economic Ponzi Scheme?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  As rising inflation and a worsening housing crisis puts political heat on property, I explore why intervention may only make it worse.
</div>

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</a>      </div>
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      <div>
        Msquared Capital
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              7 ASX stocks the market may be undervaluing
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  Earnings are rising but prices are not. These companies sit where the market’s disconnect may be most visible.
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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>Hits, misses and the opportunities ahead for Aussie <span class="whitespace-nowrap">equities<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 FY2026 interim reporting season saw a large divergence in results between sectors, with companies experiencing significant market dislocations as investors...
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      +3
</a></div>

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      +1
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          <time datetime="2026-03-16T08:33:50+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 16, 2026 08:33</time>
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              Iran conflict triggers a major energy shock
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  The coordinated U.S.–Israel strikes on Iran on February 28 and Iran’s subsequent retaliation, have pushed the region into its most volatile military confrontation in...
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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 ‘unloved’ stocks fuelling a 30% year in L1 Capital&#39;s Catalyst <span class="whitespace-nowrap">Fund<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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  James Hawkins explains how L1 Capital&#39;s Catalyst Fund hunts for value in unloved stocks and the catalysts that unlock it.
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              Energy shock meets AI surge
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          <div class="sm:flex-grow">
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              The fundamental shift changing how Aussies invest
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  Investors have never had more control over their portfolio construction and it&#39;s come at a time when control is more important than ever. 
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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>Jacob Mitchell is finding value in places AI can&#39;t <span class="whitespace-nowrap">touch<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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              Rates, AI and Oil – there’s plenty to worry about
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  The bearish narratives always sound more intelligent than the bullish ones.
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              AI fears are hitting insurance stocks IAG, SUN and QBE — but is the market overreacting?
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  AI disruption fears have already hammered SaaS stocks. Now the insurance sector is under pressure — but the reality may be more complicated.
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              Seven deadly sins of investing: Part 2 - The hot-hand fallacy
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  We are wired to see patterns in randomness. Sometimes it creates heroes. More often, it destroys capital.
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  Our anticipated annual Institutional Investor Conference is next week. In lead up we chat to Andrew Mitchell, Liam Donohue and Matt Griffin.
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              The distortion in Australian equities
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  A regulatory safeguard designed to protect superannuation members may now be distorting Australia’s equity market.
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              Markets priced for perfection amidst a storm brewing
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  Investor complacency is masking growing credit vulnerabilities, making disciplined downside protection essential. 
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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>3 knockout growth stocks from Munro&#39;s Qiao <span class="whitespace-nowrap">Ma<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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  From live sports to aerospace and AI optics, Qiao Ma shares three stocks she believes can thrive in the next growth cycle.
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              Indonesian supply cuts blowing strong wind in nickel’s back
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  Centaurus has the spinnaker out; Sunstone to unveil production numbers on its 3.6Moz project; Pioneer Minerals looks to join tungsten 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>The Trump TACO: Why markets are betting on a deal while holding their <span class="whitespace-nowrap">breath<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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  Markets look strong, but risk looms as hope for a Donald Trump TACO deal collides with the threat of a destabilising Middle East shock.
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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: 5 mega-caps on a tear (plus 2 fundie <span class="whitespace-nowrap">favourites)<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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  Move over Mag 7. Vihari Ross from Antipodes and Casey McLean from Magellan are running the ruler over the world&#39;s other biggest stocks.
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          <time datetime="2026-03-12T15:32:19+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 12, 2026 15:32</time>
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              Insurance brokers: not as easy to displace as the AI headlines suggest
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  If 2025 was the year of the AI leaders, then 2026 has started off as the year of the AI scare story.
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        Pella Funds Management
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