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ASX TodayEconomyEnergy & UtilitiesExclusive Market InsightsGlobal MarketsHealthcare & BiotechIndustrials & InfrastructureInformation TechnologyInsightsMarket OverviewMaterials & MiningSectors
Markets are trapped between CPI and crude. What to watch next
The market has gone back to an old problem very quickly. For…
Deep-Dive AnalysisExclusive Market InsightsGlobal MarketsGrowth & Emerging OpportunitiesInformation TechnologyInsightsInvestmentsMarket OverviewMegatrends & Thematic InvestingOpinion & CommentarySector-Specific RecommendationsSectorsThematic Focus
Is Spotify still a buy in 2026? Why the investment case has shifted from scale to monetisation
Spotify is starting to look like a different company. For years, the…
ASX TodayComplimentaryConsumer StaplesEconomyEnergy & UtilitiesFinancialsInsightsMarket OverviewReal Estate / REITsSectors
RBA hikes to 4.35% and drops any pretence of patience
The RBA’s move to 4.35% is not a surprise. The tone is…
ASX TodayDeep-Dive AnalysisDisruptive TechnologiesEnergy & UtilitiesExclusive Market InsightsGlobal MarketsIndustrials & InfrastructureInsightsMacro & Policy DriversMarket OverviewMaterials & MiningSectorsThematic FocusTrends & Themes
The next market split is old commodities vs electrification
The cleanest way to read May 2026 is that markets are no…
ASX Featured PicksBy SizeDeep-Dive AnalysisExclusive Weekly Stock PickInsightsInvestmentsLarge Cap ($10B – $50B)MarketsMaterials & MiningSectors
BHP Group (ASX: BHP): Equity Research
Summary Executive Summary BHP is a high-quality global mining company with strong…
Deep-Dive AnalysisEconomyEnergy & UtilitiesExclusive Market InsightsGlobal MarketsInsightsMarket OverviewMarketsSectors
Why oil’s latest surge looks more dangerous than the last one
The latest jump in crude is telling the market something more serious…
Deep-Dive AnalysisEconomyEmerging / Alternative SectorsEmerging / Alternative SectorsExclusive Market InsightsGlobal MarketsGrowth & Emerging OpportunitiesIndustrials & InfrastructureInformation TechnologyInsightsInvestmentsMarket OverviewMaterials & MiningOpinion & CommentarySectorsThematic FocusTrends & Themes
The overlooked AI trade is the one that actually plugs it into the wall
The most interesting AI trade in 2026 may be the one investors…
ASX TodayBy FocusCompany NewsExclusive Market InsightsGlobal MarketsInformation TechnologyInsightsLeadership & Strategy UpdatesMarket OverviewMarketsOpinion & CommentarySectorsTrends & Themes
Anthropic is opening in Australia, but the real story is what it still has not committed to
Anthropic’s first major move in Australia is not a data centre announcement.…
Advanced Strategies & Portfolio ManagementASX Featured PicksASX TodayDeep-Dive AnalysisDividend & Income RecommendationsEconomyEducationEnergy & UtilitiesExclusive Market InsightsExclusive Weekly Stock PickFunds & ETFsGlobal MarketsGrowth & Emerging OpportunitiesHealthcare & BiotechIndustrials & InfrastructureInsightsInvestmentsMarket OverviewMaterials & MiningOpinion & CommentarySector-Specific RecommendationsSectors
ASX Stocks in Focus: 5 names that fit the market’s shift into heavier assets
The latest ASX Stocks in Focus list starts with a market that…
ASX TodayBy FocusCompany NewsDeep-Dive AnalysisDisruptive TechnologiesEconomyEmerging / Alternative SectorsGrowth & Emerging OpportunitiesIndustrials & InfrastructureInformation TechnologyInsightsInvestmentsLeadership & Strategy UpdatesMacro & Policy DriversMarket OverviewMarketsMaterials & MiningOpinion & CommentarySector-Specific RecommendationsSectorsThematic FocusTrends & Themes
Why data centres are becoming the ASX’s new growth engine
Summary This sector breakdown comes down to one market truth: the ASX…