Trends & Themes
ASX Weekly Market Wrap
Market Overview The Australian sharemarket ended another volatile week on the back foot, with the S&P/ASX 200 falling 0.75% on Friday to close at 8,772.3.…
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Further Analysis & Commentary
RBA Interest Rate for 2026: One and Done After February Hike?
When the Reserve Bank of Australia lifted rates at its first meeting of 2026, markets quickly shifted into defensive mode.…
ASX Stocks in Focus: Real Assets, AI and Selective Defensives
Markets in early 2026 are not moving in one direction. They are splitting. On one side, hard assets such as…
Trump Tariffs Supreme Court Ruling, What It Means for ASX Investors
Introduction The Trump tariffs Supreme Court ruling has reshaped the global trade narrative. In a 6 to 3 decision, the…
ASX Materials Sector Analysis 2026 Outlook, Supercycle Reload or Late Cycle Peak?
Introduction The ASX Materials Sector Analysis 2026 Outlook begins with a simple reality. Materials dominated Australian equities in 2025. The…
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