As AI tools like Claude Code and Openclaw made headlines in early 2026, a cascading fear gripped software investors globally.

Fundamentals don't matter and momentum is the game. If you want to play it, Marcus Padley says you need to start thinking ...

New Hope Group ( ASX: NHC) sits squarely at the centre of this tension. The Queensland and New South Wales-based coal producer released its latest quarterly update this week, reporting improved ...

Health care is firmly in a new era of innovation, driven by ongoing advancements across biotech, life science tools and diagnostics, and managed care and distributors. These developments are steadily ...

Nine key charts worth watching are: business conditions PMIs; US tariffs; inflation; inflation expectations; profit growth; share market valuations; the rotation trade from tech to non-tech shares; ...

This could be the best setup for natural resources in more than 40 years.

Back then, investors were still coming to terms with a brave new post-war world, and a radical new approach to investing known as Modern Portfolio Theory, now better known as the 60/40 portfolio. More ...

Why we won’t be relying on a recovery in software or a continuation of semi strength to drive future performance ...

Speed bumps are almost certain to emerge over the coming 11 months, but we are encouraged by the market’s resilience and participation ...

Strong demand, central bank buying and improving miner fundamentals continue to support a durable long-term bull market in 2026.