Investor Insights

As we begin Fiscal 2027, it is worth taking a step back to reflect on the major themes that shaped global markets over the past year. I explore the key developments across equities, bonds, interest rates, commodities and currencies, and consider what they may mean for investors going forward.

  In this video insight, I explain why I believe investors should look beyond the strong earnings and seemingly reasonable valuations driving enthusiasm for artificial intelligence (AI). I examine questions surrounding optimistic market assumptions, insider selling incentives, the economics of AI, rising debt levels, weakening cash flows, and whether reported earnings are overstating the sector’s underlying profitability.

The Australian Competition and Consumer Commission (ACCC) needs to follow California’s lead and get on this!   I want to tell you about a product called Kalibrate Fuel Pricing. Kalibrate, the company that provides artificial intelligence (AI) driven fuel pricing and market analytics software, is owned by the private equity firm Hanover Bidco.

Artificial intelligence (AI) has become the market’s biggest investment theme, with strong earnings and seemingly reasonable valuations convincing many investors the rally still has further to run. But beneath the surface, several warning signs suggest the picture may not be as strong as it appears.

A layman’s guide to CrossBorder Capital’s latest financial outlook. The core problem: A tsunami of government debt Macroeconomic research house CrossBorder Capital’s Michael Howell recently summarised the dilemma confronting the U. S. Federal Reserve under newly appointed Chair Kevin Warsh.

According to the most bullish investors the current bull market bears little resemblance to the tech bubble of 1999/2000. That late-90s tech bubble was fueled by a Fear of Missing Out (FOMO), which was reflected in the very high price-to-earnings (P/E) multiples.

I wonder whether there’s a more fundamental reason for SpaceX crashing 16 per cent overnight and 30 per cent since its June 16 high of US$225. 64, beyond the headlines.

The rush to Electric Vehicle (EV) ‘adoption’ surged globally following the outbreak of the war in Iran and the subsequent spike in fuel prices. In Europe, new EV registrations rose by roughly 34 per cent year-on-year (YoY) across 17 major markets, while some automakers like Renault reported a 50 per cent jump in their EV order books.

The Federal Labor Government’s 2026-27 Budget tax reform package represents the most sweeping overhaul of Australia’s investment tax landscape in nearly three decades.

If you want to know where the stock market might be headed, you have to look at the economic gravity being exerted by the bond market. Right now, U. S. stocks and bonds appear to be on a dangerous collision course. Think of it in terms of a feedback loop: soaring stock prices have made U. S.

Proposed changes to negative gearing, capital gains tax (CGT) and new Australian Taxation Office (ATO) rules for holiday homes could significantly alter the economics of property investing in Australia. By reducing the tax advantages associated with property ownership, the changes may weaken demand across several investor groups and influence property prices over time.

“You cannot be afraid of new technologies. I think that this tenet passed Warren Buffett by. As he is the greatest investor of all time, I think it’s important to recognise that if he were not afraid of product cycles and obsolescence, he would have made much more these last few years than he did.