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          <time datetime="2026-10-21T11:06:30+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 21, 2026 11:06</time>
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              The AI funding window is closing: slowing revenue, IPO fails, and a bankrupt OpenAI
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  Reported operating results over the past week have confirmed the shift in sentiment toward AI.
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        Montgomery Investment Management
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          <time datetime="2026-10-21T11:00:11+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 21, 2026 11:00</time>
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              Earnings are up 30%. So why are valuations falling?
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  Fidelity’s global PMs on whether AI can pay its own way in 2027 and four stocks they like that sit outside the AI trade. 
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              Agentic AI adoption &amp; the case for Samsung Electronics
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  Driven by agentic AI, memory demand is decoupling from past consumer cycles, leaving Samsung as a compelling and contrarian opportunity 
</div>

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              When did critical minerals stop being critical?
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  At the start of 2026, critical minerals were the year’s hottest investment theme. Ten months on, the sector has fallen hard. What’s changed?
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              Want to generate long-term returns? Here’s Bell Potter’s asset allocation playbook
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  Bell Potter&#39;s Rob Crookston on the asset allocation decisions that actually move the needle.
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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%] ">
              Are Australia’s highest dividend companies worth buying?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The question income investors should consider as essential to their research.
</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%] ">
              Why Google is getting the cut from Australia&#39;s first AI-driven ETF
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  VanEck&#39;s GOAT ETF looks at hundreds of global stocks. Here&#39;s what it&#39;s been buying and selling. 
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      +4
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        Livewire Markets
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              China shock 2.0: The resource winners, critical minerals and Asia&#39;s new industrial race
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  For Australian resources investors, China Shock 2.0 presents a more selective opportunity than the commodity boom of the early 2000s.
</div>

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        Janah Capital - ICM Global Funds
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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>In Conversation with Phil King and Geoff Wilson <span class="whitespace-nowrap">AO<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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  Phil King speaks with Geoff Wilson AO to reflect on a career spanning more than 35 years in investment management.
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              Brokers cut PLS Group’s price targets on lithium mine expansion. Are they right?
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  PLS Group is blasting through the negativity with its lithium mine expansion. But the analyst community is unimpressed with cost
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              Are you among the 1 million Aussies in an “unsustainable” super fund?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The number of Australians that are in what the super industry’s regulator calls “unsustainable funds” has increased to more than 1 million.
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        Livewire Markets
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/exchange-traded-funds">Exchange Traded Funds (ETFs)</a>

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          <time datetime="2026-10-20T06:00:20+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 20, 2026 06:00</time>
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              Is IVV too concentrated? James Gerrish names 2 ETFs he&#39;d buy instead
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  With bond yields potentially peaking, James Gerrish sees a market shift that could favour two ETFs over traditional S&amp;P 500 exposure.
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              The rise of the family office: The new power players in global capital markets
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  Family offices can be attractive prospective investors because some have greater flexibility than traditional institutional allocators.
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        Janah Capital - ICM Global Funds
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              Private credit | Pilot error or the weather?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Reporting every loss as an asset class failure does little to help investors understand the risk-reward proposition they signed up for.
</div>

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        Rixon Capital
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        Allan Gray
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              Why Chris Bowen is mistaken about solar and wind power
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  Intermittent electricity, ideologues have long insisted, is low-cost. I show why they’re wrong – and detail some implications for investors.
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        Leithner &amp; Company Ltd
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              Has the Budget worked in redirecting investors into new homes?
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  For every additional investor loan for a new home, there were approximately 16 fewer loans for established properties.
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      <div>
        Ray White
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          <time datetime="2026-10-19T10:03:22+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 19, 2026 10:03</time>
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          <div class="sm:flex-grow">
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              Taking comfort in food: Why investors are developing an appetite for agricultural private credit
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  With too many cooks in private credit, investors are finding comfort in agriculture. But it&#39;s the quality of the cook that counts.
</div>

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        FarmCap
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              The income jungle is changing as income comes back in fashion
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Australia&#39;s &quot;dividend recession&quot; may be passing as the 2026 August reporting season showed some revitalised signs in payment increases.
</div>

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