AI

The US is better poised to capture emerging growth themes than Australia, which could play out again in 2026.

Extreme pessimism, not hype, set up Pzena’s strongest performers. John Goetz explains why the market got these three stocks wrong.

From AI-driven power demand to ageing grids, Sarah Shaw breaks down the forces reshaping infrastructure and stocks best placed to benefit.

Readers didn’t catch every winner, but their ETF picks still outperformed both the ASX 200 and the S&P 500.

AI drove markets in 2025. But in 2026, the gap between AI capex and delivery could see that narrative snap.

Annabelle Miller, Armina Rosenberg and Dawn Kanelleas share their top ideas heading into the new year.

2026 could be a potential minefield as many of the ignored issues of this year come home to roost in 2026

Humans are so 1980's

The golden era of cheap US natural gas is ending, driven by collision of supply and demand forces that are redefining the energy landscape

AI is driving a record capex boom, yet the payoff is uncertain. Can today’s trillions be justified?