Welcome to the weekly report for the February 2026 results season. The FNArena Reporting Season Monitor reports ratings, ...

Now CBA, along with many of the growth / tech names, have come back materially. Relative to the market, CBA is down about 20% ...

REA delivered steady growth, but cautious listings guidance and tech-sector volatility sparked extreme swings in the share ...

In our latest quarterly investor letter, I reflect on a subtle but growing risk I’m seeing across parts of private credit ...

As if investors didn't have enough other things to worry about, the discourse around the debasement of the US dollar is now ...

Volatility isn’t going away, but opportunity hasn’t either. Henry Jennings explains where selectivity still pays off this ...

U.S. tech earnings season has turned ugly. ETF Shares’ David Tuckwell reviews the key results and explains what investors should focus on.

Plus, Nimy gets set to cash-in on US gallium demand and Orion fires-up on BHP backing and project funding talk.

As expected, the European Central Bank (ECB) held policy rates steady during today’s decision, extending its pause for a fifth straight meeting in the current easing cycle. Rates on the deposit ...

If 2025 was defined by Resilience, Rates and Resources, we expect 2026 to be shaped by the three E’s: Earnings growth for the ...

Risk capacity, time horizon, income stability and liquidity needs should anchor portfolio decisions.

Stephen Arnold outlines why narrow market focus can misprice quality businesses and where he sees opportunity today.