Markets News & Analysis
markets
Inflation big picture: Boomers got lucky, next Gen not so much
An end to the low-inflation boom that enriched boomers and ushers in a higher-inflation era for younger investors.
markets
Future Focus: Where do you go when everything is expensive?
Experts weigh in on why you need to diversify differently now.
markets
Market Minute: Markets are rallying but it’s fragile.
“The market is up” doesn’t tell the full story. AI continues to dominate - especially in emerging markets. Opportunity lies where sentiment is weakest.
markets
Market Minute: Why strong earnings aren’t moving markets anymore
Markets remain near record highs despite rising geopolitical tensions, persistent inflation concerns and growing scrutiny of AI valuations.
markets
3 years of the AI stock market boom in charts
A look at how exploding AI revenues have driven returns, lifted non-tech stocks, added to market concentration, and sent unicorn valuations flying.
markets
US stock market outlook: It’s time to reallocate from growth to value
The growth category, specifically technology and AI stocks, is no longer providing an excess margin of safety.
markets
Market Minute: Markets are rising, but risks are building
Equity markets have seen strong gains, but investors are receiving mixed messages.
markets
The AI boom is creating a big gap in tech stock returns
The tech sector’s top performers make strides in 2026, while the bottom 10% of the sector dips to its lowest in years.
markets
Market Minute: A big week for semiconductor stocks
Semiconductor stocks see significant gains; markets brace for reactions to the US/China summit.
markets
Lithium’s rally is real this time – but no-one trusts it
Lithium remains out of favour, but this time it’s different.
markets
Market Index Performance | April 2026
Our monthly update detailing the short- and long-term performance of major indices.
markets
US stock market outlook: Where to find value after April’s rally
Our reallocation strategy is working as intended. Opportunities remain in AI, tech, and small-caps.
markets
Market Minute: Earnings deliver, but inflation threat remains
Strong tech results lift markets, but rising oil prices and inflation risks are complicating the outlook.
markets
US markets brief: We’re already living in an AI-driven economy
Plus: Magnificent Five earnings, regional Fed presidents flex their muscles, and jobs report on deck.
markets
Private Credit headwinds move onshore
How the US private credit problem will play out in Australia.
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