UBS now thinks the RBA will hike two more times, taking the cash rate to 4.85% – though it concedes the tally could just as easily be three.

From Black Sea port shutdowns to a looming El Niño, Morgans explains why soft commodities are “ripening” and how to play it.

Every unhedged global portfolio carries a hidden currency bet. Here's what hedging actually does to your returns

Plus, Minerals 260 embraces Lassonde's solution to the Lassonde problem.

Nick Sladen (LSN) and Matthew Nicholas (1851) on the small caps that can weather sticky inflation, rising yields and a sluggish economy.

AI factories, token demand and circular financing: we revisit Firmus less than a year on and ask whether the returns actually stack up.

In recent months, the chart shown in Figure 1., has been doing the rounds, inspiring fear among some observers that a stock market crash is imminent. Figure 1....

A supply and demand imbalance is the driving force behind an property sector that's bucking the trend.

The biggest two-month blow-up in technology momentum in history, and who was left holding the fuse.

Records are falling across markets on an almost daily basis. The problem for investors is they're almost all negative.

After a brutal 12 months, QVG says earnings remain strong while valuations have fallen sharply. Here’s where it sees opportunity.

The BoE should keep rates steady, but some policymakers will likely vote again to raise rates given high inflation and inflation risks.

Markets are concentrated. So are many portfolios - just not in ways investors can easily see.

ARK Invest founder Cathie Wood on why AI panic is misplaced, AI giants are heading public, and what a cure is really worth.

Lithium prices spiked then turned volatile. The drivers behind both moves are more structural than the market is currently pricing.

AI may not kill enterprise software. It could make systems of record more valuable as interfaces become personalised and agentic.

A sluggish domestic economy is weighing on the ASX. Resources, turnarounds and offshore growth stories are on this market veteran's radar.

AMP economist My Bui explains whether the RBA will hike next week and what a tougher economy could mean for investors.