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.

Reporting season is done and dusted. In this episode of Buy Hold Sell, we assess the standouts and casualties at the top end of town.

Argonaut's David Franklyn on why lithium, copper and gold are set up for a strong five years and how to position before the move.

Australia’s housing downturn could become the worst in memory. Chris Joye explains why - and where he's investing right now.

Themes from reporting season along with the winners and losers

Cheaper AI models are widening adoption while Asian chipmakers control crucial hardware bottlenecks, reshaping the semiconductor opportunity

The early-2000s world was built on a powerful complementarity. China produced; America consumed. China saved; America borrowed. China accumulated reserves; the US...

All the hits, misses, and traps from the 2026 ASX August reporting period.

US$1 trillion of corporate debt is behaving strangely despite calm markets on the surface – an uncomfortable echo of the pre-GFC era.

More Australians are taking mortgages into retirement than ever before. Daniel Shrimski on what that means and what to do about it.

The Saaspocalypse felt overblown, we moved accordingly, and the evidence so far has been encouraging.

Kaoko shares soar 237% in two days on a copper discovery in Namibia, overshadowing Gateway’s 16% jump on breakthrough gold results in WA.

Sorting the solid from the soft from reporting season, Forager's Steve Johnson and Seneca's Ben Richards give their verdicts.

A post reporting season rapid fire wrap up of the reporting season that was with the Yarra Capital Management equities team.

How sports, media and entertainment (SME) can offer opportunities of low correlation, diversification(1) and durable revenue.