equities

Markets are punishing companies despite solid results. One portfolio manager explains where he sees opportunity.

Oil could surge towards US$150, while gold and Australian government bonds are emerging as the key safe havens.

A strong first half, upgraded guidance and stabilising market share have investors reassessing the turnaround story.

CEO Adam Watson outlines how capital discipline and energy demand are driving APA’s expansion plans.

Earnings topped forecasts, but the deeper story lies in how the platform is making its money.

The Q4 13F filings are out. Here is what five of the world's biggest funds were actually doing.

Retail strength, data centre demand and rising power prices could reshape Origin’s earnings trajectory.

The “RWA trade” moves from narrative to plumbing

Airlie says 2026’s biggest themes are already here and three ASX compounders remain undervalued.

Ten leading fund managers share the stocks they’re steering clear of in 2026 and the risks investors may be underestimating.