Markets

Dr Copper and budget woes – how to navigate a challenging Australian equity market
Markets
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Dr Copper and budget woes – how to navigate a challenging Australian equity market
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Australian equities have become the most challenging part of a lot of investors portfolios. We...

Market Trends: September 2026
Market Trends
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Markets
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Market Trends: September 2026
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AI optimism and strong commodity prices shaped markets in August, while firmer rate-hike expectations pushed...

How far could house prices fall?
Markets
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How far could house prices fall?
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Why this housing cycle may differ from previous downturns.

Navigating the evolving AI trade
Markets
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Navigating the evolving AI trade
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AI leadership is rotating as investors weigh capex discipline, demand and earnings durability.

The AI boom takes on the US consumer
Markets
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The AI boom takes on the US consumer
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Why Nasdaq's Chief Economist believes the AI boom may be entering a new phase. 

Why Australian bonds are standing apart
Markets
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Why Australian bonds are standing apart
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AI capex still has the bond market’s attention.

Market Trends: August 2026
Market Trends
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Markets
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Market Trends: August 2026
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