Market News

It has been quite the financial year for the Australian share market. There was a war, an interest rate cut before three rate rises, an AI boom, worries about AI’s impact on sectors and jobs, ongoing tariff uncertainty and plenty of big stock winners and losers.

The Australian share market has trailed other developed countries this year, and in recent years but here’s why investors shouldn’t write off the ASX just yet.

Kerry Craig from J.P. Morgan Asset Management joins CommSec’s Head of Media and Markets, Gillian Bowen to examine opportunities and challenges across the technology value chain, including semiconductors, cloud infrastructure, and the growing power demands of AI. They also discuss rising capital expenditure, changing cost dynamics, and the key themes shaping the next phase of AI adoption.

One question that investors often ask is how to build a simple portfolio from the ground up - one that is straightforward to create, easy to manage, and suitable for long-term investing. This article outlines some general principles that investors may consider when building a portfolio. 

From supply disruptions impacting millions of barrels of oil per day to LNG markets tightening across Asia, energy markets are being driven by forces beyond traditional fundamentals. Argonaut Energy Analyst Sarah Kerr joins Gillian Bowen to unpack the key signals investors should watch, including geopolitical risk, capital discipline, LNG expansion, and the growing impact of AI-driven energy demand.

The past week has been dominated by headlines about rising bond yields in the US and across developed markets. Here is a look at why surging bond yields are worrying markets.

Equity funds and fund managers spend almost every waking hour analysing markets. They often have decades of market experience and knowledge. They have access to the best data. Here's a look at how individual investors possibly can compete against them.

Tribeca Investment Partners Portfolio Manager Todd Warren sits down with Steven Daghlian to discuss the key forces shaping global commodities, including Middle East tensions, evolving supply and demand dynamics, and the outlook for key resources such as iron ore, copper, and rare earths.

Defence has become a major market theme as governments lift spending amid heightened geopolitical risks. The key question is how much of this growth is already reflected in share prices.

A war and higher inflation would typically be positive for gold prices. That has not been the case this time around and our Equity Market Strategist, James Gruber explains why.

Markets are whipsawing amid Middle East tensions, with sharp swings testing even seasoned investors. In times like these, success often comes down less to prediction and more to psychology - here are five tools to help you stay steady when volatility hits.

CommSec Equity Market Strategist, James Gruber explains how ETFs in Australia are booming but beneath their simplicity lies some hidden risks, concentration problems, and trade-offs that investors can’t afford to ignore.