Feature Stories

Latest Stories

Lithium prices remain weak, but there is a growing expectation a turnaround is on the cards. It’s just a matter of when

Jul 17 2024

Historically defensive yield-plays, REITs have suffered a volatile year due to interest rate uncertainty and economic challenges. But is there now light at the end of the tunnel?

Jul 16 2024

The market responded positively to bank earnings results, but looking under the surface, analysts see a different picture

May 23 2024

Analysts assess the near term outlook for oil and gas prices amidst a variety of risks and uncertainties

May 22 2024

Previous Stories

Part Three: Generative AI, Investing in the 21st Century Megatrend

May 14 2024

How are global Generative AI tailwinds impacting on Australian companies, and which stocks are in the sweet-spot to benefit?

Part Two: Generative AI, Investing in the 21st Century Megatrend

May 09 2024

A Megatrend like Generative AI creates an appealing top-down narrative, but how do investors understand the scope and size of the Generative AI market, alongside the opportunities versus the risks?

Generative AI, Investing In The 21st Century Megatrend, Part One

May 02 2024

Fierce rallies in technology related share prices are eliciting calls of a new investment bubble a la Nasdaq 2000, but are such fears justified?

Is AI All It’s Cracked Up To Be?

Apr 10 2024

AI is a game-changer, analysts agree, but there remain questions over predicted productivity gains, potential job losses, costs, power requirements and how long AI adoption will take

Rudi’s Comprehensive February 2024 Review

Mar 27 2024

A compilation of stories relating to the February 2024 corporate reporting season in Australia, including FNArena’s final balance for the season

February Result Season 2024: The Wrap

Mar 12 2024

The February result season was largely an average affair, assisted by underlying positive sentiment

2024 Outlook: Global And Local

Dec 20 2023

Soft landing? Recession? Inflation falling? Central banks easing? There remain questions as to how 2024 will play out

Australian Banks Post FY23 Results: Same, Same

Nov 30 2023

It has not been a good year for bank earnings, and brokers see little change in the year ahead

Rise Of The Machines: AI Has Arrived

Nov 16 2023

There is no disagreement AI is here and is about to explode into our lives. As for how long it will take to change the world is up for debate, and not all implications are positive

Australian Insurers And The Weather

Oct 19 2023

As we begin a period of El Nino, analysts suggest Australia’s general insurers are set to enjoy a period of significant earnings upside