AI

Anna Milne (WAM), Arms Rosenberg (Minotaur) and Chanel Stuart-Findlay (Plato) on the themes shaping markets and how they pick future leaders

Concentration risk, red flags and AI-driven earnings analysis reveal where hidden weakness is building.

While some warning signs are there, we're not even halfway this the tech-driven rally. The key is staying in the race.

If any other company achieved what Nvidia just did, the share price would be surging.

Hundreds of billions of dollars are being spent on advancing AI. AI capability has surged but the costs to "AI Appliers" have plummeted.

AI mania is here. We break down three ETFs chasing the boom and three designed to hold firm if the hype unravels.

The sell-off is real. But for SaaS companies with genuine moats, this is exactly the kind of entry point you've been waiting for

The chief market strategist is bullish on EM but worried about geopolitical risk in 2026.

Global spending growth should be good news for markets, even as things move quicker than ever.

It's the end of coding (as we knew it).