Welcome to the weekly report for the February 2026 results season. The FNArena Reporting Season Monitor reports ratings, ...

REA delivered steady growth, but cautious listings guidance and tech-sector volatility sparked extreme swings in the share ...

In our latest quarterly investor letter, I reflect on a subtle but growing risk I’m seeing across parts of private credit ...

As if investors didn't have enough other things to worry about, the discourse around the debasement of the US dollar is now ...

Plus, Nimy gets set to cash-in on US gallium demand and Orion fires-up on BHP backing and project funding talk.

Dean McLelland - Value enjoyed somewhat of a comeback in the back half of 2025 – what do you think drove this & do you think ...

Risk capacity, time horizon, income stability and liquidity needs should anchor portfolio decisions.

Volatility isn’t going away, but opportunity hasn’t either. Henry Jennings explains where selectivity still pays off this ...

If 2025 was defined by Resilience, Rates and Resources, we expect 2026 to be shaped by the three E’s: Earnings growth for the ...

President Trump’s announcement that he will nominate Kevin Warsh as the next Chair of the Federal Reserve triggered an ...

Amcor’s result wasn’t strong, but it didn’t need to be. Why “less bad” was enough to lift the stock, and what matters from ...

Stephen Arnold outlines why narrow market focus can misprice quality businesses and where he sees opportunity today.