The more closely I watch this market, the less I understand it. Maybe the investor checking their portfolio once a month has it right.

Final stats, notes and observations from the August reporting season that has failed to improve sentiment for Australian equities

Greg Lippmann called the GFC before the rest of Wall St. Now he and Antipodes Partners are comparing notes on where risk is building next.

What the August Reporting season tells us about the next wave of dividend darlings and how investors can capture stronger yield

Companies are mentioning AI more and more, but does the rhetoric carry any substance?

Global X's Justin Lin on how supply and demand tailwinds are combining to drive a commodities supercycle and why ETFs are the way to play it

After a stunning share price run, 4D Medical has plenty of believers and sceptics. CEO Dr Andreas Fouras makes the case for what comes next.

Gold and silver set records in January then crashed by July – the commodity price cycle was at work, but not the version you were taught.

Bond yields are likely now in a super cycle rising trend with big implications for investors.

At what stage should it matter what’s going on in global capital markets when investing for a private client?

It's that time of year again. Could the stock market's worst month hurt investors again?

The danger of when benchmark awareness becomes benchmark dependence and why we must measure dollar performance for client objectives.

Nvidia’s earnings prove the AI surge continues, but expanding capacity and rising debt signal a shift toward critical overbuild risks.

Challenger IM’s Stephen Martin on how investing across a mixture of public and private credit assets helps maximise returns for investors.

From copper and AI-driven demand to rising capex and execution risk, Portfolio Manager for the Fidelity Australian Equities Fund, Sam Heithersay and Mining Analyst,...

Investing is all about judgement. Right now, in my opinion, the market’s judgement is poor

Different commodities respond to different shocks, and 2026 is providing investors with a vivid reminder.

Reporting season wasn't just about earnings. The outlook mattered more.