Value investors and holders of energy stocks will fare decently; “growth” and tech speculators should prepare for disappointment – or worse.

Our base case calls for one more 25 bps rate hike in December.

Policymakers are playing with fire.

When prices become disconnected from fundamentals, who in the portfolio is actually looking for the difference?

Limited supply, strong population growth, and rising retail spending make Australian shopping centres a resilient commercial property bet.

Nick Sladen (LSN) and Matt Nicholas (1851) reveal their best performers, recent additions and long-standing winners.

If this is the start of a new rate hiking cycle then these could be the stocks and sectors to watch.

Forget collapsing token prices: to spot the AI data centre top, watch falling GPU rental rates and the tightening terms on industry debt.

Conflicting oil inventory data and diesel shortages point to extreme price swings ahead of US elections. Here is what you need to know.

CSL was Hofflin's top fallen angel pick. Now he's revisiting the basket and backing another beaten up stock that's down 96% from its highs.

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.

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

Leverage is real, and the speed of its recent rise warrants some vigilance.

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.