markets

Rudi Filapek-Vandyck on sky high valuations, falling earnings and the AI stocks he’s got on his radar

Figma's spectacular IPO has cranked excitement around Canva's potential to go public in a US market with a wild appetite for tech stars.

Elston’s Bruce Williams discuss ResMed's results and margin momentum, and whether the stock still deserves a buy rating.

Not sure where to start this ASX FY25 reporting season? NAOS analyses keywords in earnings call transcripts to reveal the common themes.

Stock price swings on earnings day have nearly doubled in 20 years as markets price information instantly, eliminating gradual adjustments.

Everyone hates the idea of losing money on shares, but can the fear hold you back from a lifetime of financial optimisation?

Rate cut priced in, but our models show inflation could remain near the top of the RBA’s target band.

The Fed should cut rates given consumer spending has stalled and core inflation is tracking slightly below its forecast profile.

Reporting season is stressful, but it also serves as a reminder of the importance of stepping back to reflect on broader themes shaping the world around us. One topic...

Austal now has 12 US defence programs — but it all began with a $200K startup. Here’s how John Rothwell got it there.

One question I get asked often is how US equities can keep rising even as the US dollar weakens. At face value, it feels contradictory but the dollar’s weakness is not...

A Taiwanese debt elephant in the room is being missed by complacent share market investors, according to Man Group's Andrew Swan.

From AI to alternatives, J.P. Morgan AM highlights the themes investors should back to ride out volatility and capture 2025 opportunities.

Boss Energy's warning of production problems at its Honeymoon Mine led the market to dump shares pronto.

At its July meeting, the Federal Open Market Committee (FOMC) decided to keep its benchmark policy rate unchanged at 4.25%-4.50% as expected. However, this was not a...

Amid retail disruption, convenience retail has proven resilient — driven by essential goods, population growth, and stable demand.

Markets aren't expensive, they've evolved. Today's companies are higher quality with better margins and stronger balance sheets.

Structural shifts in trade, immigration and fiscal policy could reshape markets.

Ahead of the August Productivity Summit, here’s 10 recommendations that will meaningfully lift Australia’s woeful productivity levels.

Wages, inflation, and living standards hinge on one thing: productivity. The answer? Tough economic reform.