markets

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.

The Magnificent Seven still matter, but the next phase of returns may come from overlooked corners of the market.

Morgan Stanley is backing resources, energy and AI-linked capex as Australia’s economy slows sharply.

Spending is holding up, but confidence is falling and the mix is shifting away from discretionary stocks.

A multi-decade shift is underway, driven by energy, AI and climate risk, yet markets may still be underestimating the opportunity.

Beneath solid returns, industrials are a tale of extremes. Selectivity, not exposure, will define outcomes in 2026.

Expectations have reset, but the fundamentals haven’t. Here’s where this fundie is finding value.

Markets obsess over war and oil, but interest rates drive outcomes. Understand policy, and you understand the path of markets.

Investors are piling into safety trades, driving valuations higher and narrowing the market’s leadership.

As markets shift rapidly, Australian investors are embracing ETFs to diversify, enhance returns and manage risk.