markets

Allan Gray’s Chris Hestelow explains how concentration, valuation blindness and momentum are distorting markets - and what to do about it.

We asked some of Australia's best fund managers what they see as the top investment opportunities for this year.

Gold’s up big. That doesn’t mean your gold stocks will be. Squire explains the wave and the names he likes right now.

After three big years, markets face a bumpier 2026. Returns should stay positive, but volatility, politics and AI risks loom.

Bitcoin’s price went sideways in 2025, but ownership, regulation and infrastructure shifted in ways that could matter far more in 2026.

From “lazy land” to bond market opportunity, Joye’s 2026 view blends politics, policy, and yields.

Mega-caps stole the show in 2025. But as leadership broadens, overlooked stocks can re-rate fast. Ten managers share their picks for 2026.

Inflation-linked cash flows and a capex supercycle suggest listed infrastructure remains mispriced as growth improves.

This year has thrown up some big lessons for investors of all stripes and taking them to heart could set you up well in the year to come.

2026 likely won’t be a smooth bull market. It will reward investors who stay engaged, question consensus, and learn from experienced hands.