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Insights

Markets

Stay informed on the latest markets commentary from industry experts including Livewire, FirstLinks and Morningstar.

Latest insights

How AI's butterfly effect is rippling through every corner of the ASX

With banks and miners fully priced, an AI capex boom built on shaky logic, and rising bad debt risk, Schroders says there are few safe places on the ASX.
17 July 2026 4 min read

These two ASX-listed stocks failed our corporate BS test

With ASX reporting season around the corner, Plato Investment Management’s Marcus Howes goes through the red flag tools they’ll be monitoring closely as results and earnings call transcripts hit the wires.
16 July 2026 2 min read

Bull or Bear

Is the tech sector too good to resist?
09 July 2026 3 min read

Ask the analyst: Guzman Y Gomez

Where does GYG stand following its US exit?
09 July 2026 3 min read

2025-26 saw lots of noise, but strong investment returns

While FY26 saw investment markets climb another wall of worry, with strong returns for diversified investors. AMP's Dr Shane Oliver questions if it can continue.
07 July 2026 4 min read

Why Australian shares are falling behind the world

While the Australian market has boasted a long record of outperformance, recently results have told a different story. Firstlinks’ Mark LaMonica asks if the ASX’s lagging performance is temporary or evidence more structural forces will keep global markets head.
02 July 2026 3 min read

Global market growth hinges on Iran War and AI rollout

Global growth is facing mounting pressure from war, higher oil prices, inflation and trade tensions. But can a wave of AI-related investment prove powerful enough to support economic activity and reshape the outlook for markets?
02 July 2026 3 min read

Where to next for the Australian sharemarket?

Is the local sharemarket underperformance set to last? Tom Piotrowski, nabtrade’s Head of Market Insights and Glen Bertram, Head of Asset Allocation & Portfolio Management at JBWere & NAB Private Wealth discuss the implications of the recent Federal Budget measures on the local sharemarket, as well as the risk of being overexposed to Artificial Intelligence and what investors can do to help protect their portfolios.
26 June 2026 13 min watch

Yields take centre stage again

The Australian credit landscape is shifting. Yarra Capital Management says yields are rising, issuance is strong and spreads continue to tighten, and income is reemerging as the dominant driver of returns, though pockets of risk may be building beneath the surface.
26 June 2026 4 min read

Stop asking if there's a stock market bubble. Ask this instead

Markets continue to push onwards despite valuations looking stretched by historical standards. Nucleus Wealth’s Damien Klassen says while bubble talk is rampant, investors may be focusing on the wrong thing, adding the real story may be deeper than the headlines.
26 June 2026 3 min read

Why SpaceX is coming to your super fund

While SpaceX's blockbuster debut grabbed the headlines, the real story for Australian investors is much quieter. Morningstar says giant listings eventually filter into super funds and ETFs, subtly reshaping portfolios long before most realise.
26 June 2026 2 min read

General David Petraeus on how geopolitical tensions are shaping global markets

To help investors navigate the challenging geopolitical environment, nabtrade’s Tom Piotrowski sits down with General David H. Petraeus, Partner at KKR, Chairman of the KKR Global Institute, and Chairman of KKR Middle East. The pair discuss tactics being used by Ukraine in its conflict against Russia, including the use of drones and remote vehicles, how war in the Middle East is impacting oil and LNG supply, as well as US-China relations.
19 June 2026 30 min watch

Travelling to Foreign Lands

Australian companies have a long history of chasing growth offshore. For every success story, there are plenty of costly lessons.
16 June 2026 4 min read

What to Watch - Week of 15 June 2026

It’s a central bank bonanza this week, headlined with the RBA (Tues), where it’s widely expected to keep rates on hold. Globally, the Fed and the BoE are seen on hold while the BoJ is the outlier, expected to hike rates. Read the full report plus forecasts here.
15 June 2026 3 min read

Next move in RBA cash rate is down, timing uncertain

NAB no longer expects the RBA to hike by 25bp in August but rather sees the cash rate peaking at the current rate of 4.35% for the cycle. Looking ahead, the next move in the cash rate is likely to be down, though the timing is uncertain. Read the full report and economic expectations here
09 June 2026 3 min read

Markets without a margin for error

From US fiscal pressure to China's shifting growth model and Australia's structural constraints, markets are yet to reflect a less forgiving global investment landscape.
28 May 2026 3 min read

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