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Insights

Markets

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

Latest insights

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

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

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