Markets News & Analysis
markets
Higher copper prices could be here to stay
Rising global consumption, ageing mines, and a widening supply gap leave value to be found.
markets
The grass is always greener: Rethinking Australian vs global equities
How should investors think about Australia’s recent relative underperformance?
markets
AI fueled the US market’s Q2 comeback. Now investors face a reality check
The AI boom has reshaped stock markets, but a June selloff exposed the risks of lofty valuations and growing concentration.
markets
Yields take centre stage again
Stronger yields boost income appeal but tighter spreads and macro risks complicate outlook.
markets
Market Minute: Inflation is rising, but bond yields are falling
The latest inflation data has shifted interest rate expectations, with implications for bond and equity investors alike.
markets
GQG: Why we are still in an AI stock market bubble
While bulls point to huge chip and hardware orders, GQG manager Kersmanc says that’s all part of the bubble.
markets
The whirlwind is upon us
Extreme dispersion and AI-fuelled rallies are turning global markets wild again.
markets
What’s ahead in 2027 and beyond for the US: Inflation, Fed rate cuts, and more
As inflation cools and growth slows, we expect rate cuts in 2027 and 2028 that help reignite economic growth.
markets
Market Minute: Rates hold, AI soars, risks remain
Matt discusses why the Fed and RBA remain cautious on interest rates, the ongoing impact of AI-driven investment, and why diversification remains key for long-term investors.
markets
How much lower can oil prices go on the Iran peace deal?
Oil dropped on the preliminary agreement, but analysts caution against expecting a near-term return to prewar prices.
markets
Market Minute: Markets react to peace deal, Space X IPO; RBA holds rates
From Iran and inflation to AI and market valuations, we unpack the key themes shaping markets this week.
markets
Market Index Performance | May 2026
Our monthly update detailing the short- and long-term performance of major indices.
markets
Why is Bitcoin plunging?
Bitcoin’s recent decline is being driven by a mix of ETF outflows, forced liquidations, regulatory uncertainty, and a growing investor preference for AI stocks.
markets
Market Minute: Markets pause as AI hype meets reality
Energy prices remain elevated on Middle East tensions, while Broadcom’s results prompt investors to temper near-term expectations.
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