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Insights

Markets

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

Latest insights

BlackRock Australia on AI, inflation, and rising US bond yields

BlackRock Australia’s Equities Strategist, Lydia Vitalis sits down with Tom Piotrowski to discuss the broadening of the AI trade, why investors need to be more purposeful about where they seek diversification, and what to look out for as we approach the end of 2026.
30 September 2026 watch

Are Initial Public Offerings fading, or evolving?

Public and private markets are in flux as mega-IPOs emerge to reshape capital flows and investment opportunities. Wealth Editor Damon Frith says it’s how they converge and finally merge with the rest of the capital ecosystem that is creating new pathways to diversification.
16 September 2026 3 min read

What has reporting season taught us?

As investors put reporting season in the review, Henry Jennings from Marcus Today says while better-than-feared earnings lifted markets, there are growing pressures creating clear winners and losers as we approach the holiday ‘silly’ season.
03 September 2026 3 min read

The rise of AI vs the case for genuine diversification

How investors can combat AI-driven concentration risk.
03 September 2026 3 min read

Nasdaq’s Chief Economist on the evolving AI trade

How is AI transforming the US economy? nabtrade’s Head of Market Insights, Tom Piotrowski speaks with Nasdaq’s Chief Economist & Senior Vice President, Phil MacKintosh about how the broader AI ecosystem is fuelling growth across America.
02 September 2026 16 min watch

Reporting Season: Welcome to the Minefield

No prisoners. This is the stage of the cycle where companies need to deliver revenue, cash flow and earnings, not simply hope and promises. Those days are over.
06 August 2026 3 min read

Ask the analyst

The key metrics that matter this earnings season.
06 August 2026 3 min read

Australia’s dividend drought and what income investors should do about it

Falling ETF distributions and shrinking dividend yields have raised concerns that the golden age of Australian income investing is ending.
06 August 2026 3 min read

Don’t underestimate Australia

While investor sentiment towards Australia appears to have turned increasingly gloomy, Pinnacle Investment Management’s Anthony Doyle says the data tells a different story, and there are plenty of reasons to remain optimistic about the land down under.
30 July 2026 3 min read

Is value investing still relevant in today’s stock markets?

While momentum investing, quant strategies and index funds are increasingly dominating markets, it is underappreciated how share price distortions may be creating some of the best opportunities for patient, disciplined investors.
30 July 2026 2 min read

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

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