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Insights

Markets

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

Latest insights

Why the software sell-off doesn’t tell the whole story

The rise of AI has sown doubt within public equity markets about the software industry’s long-term viability. Here, Neuberger Berman details what this might mean for software equity investors, credit investors and lenders.
19 March 2026 2 min read

The three big events impacting markets today

Ophir Asset Management expects to see a continuation of equity market participation, with more stocks outperforming, including small-caps.
19 March 2026 3 min read

RBA means business

The RBA has hiked the cash rate for a second straight month, up 25 bps to 4.1%, a 10-month high. The central bank says higher borrowing costs were needed to contain inflation, though a very tight vote suggested further tightening would be a close call. NAB continues to expect another hike in May. Read the full report here.
17 March 2026 4 min read

What to Watch - Week of 16 March 2026

It’s a central bank bonanza this week with local focus firmly fixed on the RBA. NAB tipping the central bank to raise rates 25bps taking the cash rate to 4.1%. Internationally, the FOMC (Weds), BoE (Thurs), ECB (Thurs), BoJ (Fri) and BoC (Weds). The Iran conflict is not likely to shift the decisions this week but differing starting points and energy exposures matter. Read the full report plus forecasts here.
16 March 2026 2 min read

Markets priced for perfection amidst a storm brewing

Janus Henderson’s Jay Sivapalan says investor complacency is masking growing credit vulnerabilities, making disciplined downside protection essential.
13 March 2026 3 min read

Monetary Policy Update - NAB now expect hikes in March and May

March is now LIVE. With more upside pressure on inflation, NAB now sees the RBA hiking rates in both March and May to a peak of 4.35%. Much will depend on oil prices and domestic data flow, with NAB expecting a gradual easing back towards neutral levels from H2 2027. Read the full report here.
12 March 2026 2 min read

What to Watch - Week of 9 March 2026

With war in the Middle East heating up, there’s a huge amount for investors to be aware of. We look ahead to Nab’s Business Survey and US inflation data in the coming week.
08 March 2026 2 min read

Energy Prices – Implications for CPI, Growth and Policy

The situation in the Middle East means energy prices are higher. Australia is a net energy exporter, but higher oil and oil-derivative import prices affect Australian inflation quickly and broadly. Nab Economics break down what this could mean for inflation, the economy and the RBA.
08 March 2026 2 min read

Summer Lovin – Happened so fast!

We have come to the end of the reporting season, and it is fair to say it has been another volatile period. But this year, Henry Jennings from Marcus Today says the “Killing Season”, has actually turned into the Summer of Love!
04 March 2026 3 min read

What to Watch - Week of 2 March 2026

It’s all about Q4 GDP (Weds) domestically in the week ahead. NAB tipping growth to come in at 0.6% qoq (2.2% yoy). Stateside, retail sales for January and Payrolls for February hit the wires. The strong non-farm payrolls growth in January is not expected to repeat, but focus should be on whether the unemployment rate holds steady at 4.3%. Here’s what to watch in the week ahead.
27 February 2026 2 min read

Reporting Season - 27 February

Companies discussed: Coles (COL), Virgin Australia (VGN) & Block (XYZ)
27 February 2026 3 min watch

The C-Suite: John McBain, Centuria Capital CEO

Centuria Capital Group has upgraded its FY26 guidance after reporting half year operating profit after tax of $54.6 million with record funds under management. For more on the results plus the all-important outlook hear from Company CEO John McBain here.
26 February 2026 9 min watch

Reporting Season: QAN, KAR & RHC

Companies discussed: Qantas (QAN), Karoon Energy (KAR) & Ramsay Health Care (RHC)
26 February 2026 3 min watch

Reporting Season - 25 February

Companies discussed: Fortescue (FMG), WiseTech (WTC) & Siteminder (SDR)
25 February 2026 3 min watch

January CPI still too high, broadly as expected

January’s inflation print topped forecasts, with the core figure rising to a 16-month high of 3.4%. Investors now see an 80% chance of a rate hike in May from the RBA, up from 76% before the data. Read NAB’s take here and what it means for the outlook.
25 February 2026 3 min read

The C-Suite: Elliott Rusanow, Scentre Group CEO

Scentre Group has reported a near 5% rise in funds from operations to $1.19 billion for FY25 and a statutory profit of $1.78 billion. Company CEO Elliott Rusanow highlights that 540 million customers visited the group’s shopping centres over the period, representing a 2.7% increase year-on-year. For more on the result and what’s ahead listen to the full interview below.
24 February 2026 13 min watch

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