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?
The market responded positively to bank earnings results, but looking under the surface, analysts see a different picture
Analysts assess the near term outlook for oil and gas prices amidst a variety of risks and uncertainties
How are global Generative AI tailwinds impacting on Australian companies, and which stocks are in the sweet-spot to benefit?
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?
Fierce rallies in technology related share prices are eliciting calls of a new investment bubble a la Nasdaq 2000, but are such fears justified?
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
A compilation of stories relating to the February 2024 corporate reporting season in Australia, including FNArena’s final balance for the season
The February result season was largely an average affair, assisted by underlying positive sentiment
Soft landing? Recession? Inflation falling? Central banks easing? There remain questions as to how 2024 will play out
