market themes

The March 2025 quarter has been the antithesis of the 2024 calendar year. Is this just a blip or is the rotation more sustainable?

Forget chasing fads. Taking a thematic view is key for Westpac Private Bank’s George Toubia.

With reporting season done and dusted, we highlight the key themes expected to shape the market for the next six months.

It's half-time in the August full-year reporting season, what are the major themes?

Tim Richardson examines the business models which are best positioned for earnings growth in a slowing economic environment.

Markets are an ever-changing beast, and hard to predict. But these 15 themes will play a part.

People that know me know that I love a burger. If it doesn’t work out for me as an investor it has been suggested − that with my list of 74 burger joints...