With investors fearing a “SaaSpocalypse”, Liu explains why she’s backing two businesses with structural demand and durable ...

Investors have flocked into US assets. Eric Souders explains why emerging markets and flexibility may define the next phase ...

Oil has surged above US$100, slamming the ASX. But energy stocks are rising. Here are the key ASX oil, LNG, and fuel names to watch.

Absent a quick transition to a friendly regime in Iran, which is a low-probability outcome at this stage, it’s fair to say that oil prices will remain elevated. How far they could go in the short term ...

Is there a better version of your favourite ASX stock overseas? We compare Australian stalwarts with global peers on P/E, ROE and dividends.

We take a detailed look at Hansen Technologies (ASX: HSN), a software stock which managed to avoid the worst of the selloff, partly through a strong result and also through its CEO effectively ...

Rather than representing a destructive force, AI is accelerating productivity improvements across multiple sectors. The latest reporting season is already revealing tangible evidence of these changes.

The February employment report delivered significantly weaker-than-expected job losses, challenging the notion that the labour market was stabilizing after last month’s robust gains. Total non-farm ...

Markets are punishing companies despite solid results. One portfolio manager explains where he sees opportunity.

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

The market is a brutal teacher. Six rising fundies share the lessons that shaped how they think about risk and opportunity.