Market News

Markets are betting the Reserve Bank (RBA) is done with hiking rates. We look at what happened to Australian shares after previous interest rate peaks, and which sectors performed best.

Philip Lowe chairs Future Generation Australia, an ASX-listed investment company that aims to generate returns for shareholders while supporting charities that help vulnerable children. The former Reserve Bank Governor joins CommSec's Gillian Bowen to discuss what drew him to the role, his perspective on the inflation challenge, the interest rate debate and what's at stake for investors and the economy.

PIMCO’s Kanish Chugh joins CommSec’s Gillian Bowen, to explore how the fixed-income landscape is changing, where bonds could fit alongside equities and cash, and how ETFs have broadened access to fixed income. They also discuss the different sources of portfolio income, the risks involved and lessons individual investors could draw from institutional portfolios.

Here is a look at the ASX’s 10 highest-yielding stocks, as well as the large caps and more defensive companies offering relatively high yields.

Copper prices have surged as supply disruptions tighten the global market, while long-term demand from electrification and AI continues to grow. We look at what could come next for copper, and the ASX-listed companies offering exposure to the metal.

CommBank Chief Financial Officer Alan Docherty joins CommSec’s Gillian Bowen to discuss the bank’s latest results. The interview explores the key drivers of performance, what CommBank is seeing across its customers, businesses and the broader Australian economy, the competitive landscape, capital allocation priorities, and the opportunities and risks shaping the outlook.

APRA's decision to phase out bank hybrid securities is forcing investors to rethink where to allocate their capital as a $40 billion market winds down. This article explains why hybrids are being removed, what the changes mean for investors, and explores potential alternatives as the transition gathers pace.

AI-related stocks have surged to record valuations, drawing comparisons to the dot-com bubble of the late 1990s and raising questions about whether history could repeat itself. This article explores the key characteristics of market bubbles and examines whether the AI boom reflects speculative excess or a genuine long-term structural trend.

Westgold Resources (WGX) CEO Wayne Bramwell joins CommSec's Steven Daghlian to discuss the company's FY26 performance, outlook for gold prices, and why Westgold remains one of Australia's largest unhedged gold producers. The conversation also explores industry consolidation, cost pressures in the mining sector, and Westgold's growth strategy.

Reporting Season is now underway. Check out our August 2026 Reporting Season Calendar to find out reporting dates of 150+ of the top ASX-listed companies with results and dividend updates as they come in.

It has been quite the financial year for the Australian share market. There was a war, an interest rate cut before three rate rises, an AI boom, worries about AI’s impact on sectors and jobs, ongoing tariff uncertainty and plenty of big stock winners and losers.

The Australian share market has trailed other developed countries this year, and in recent years but here’s why investors shouldn’t write off the ASX just yet.

Kerry Craig from J.P. Morgan Asset Management joins CommSec’s Head of Media and Markets, Gillian Bowen to examine opportunities and challenges across the technology value chain, including semiconductors, cloud infrastructure, and the growing power demands of AI. They also discuss rising capital expenditure, changing cost dynamics, and the key themes shaping the next phase of AI adoption.

One question that investors often ask is how to build a simple portfolio from the ground up - one that is straightforward to create, easy to manage, and suitable for long-term investing. This article outlines some general principles that investors may consider when building a portfolio. 

The past week has been dominated by headlines about rising bond yields in the US and across developed markets. Here is a look at why surging bond yields are worrying markets.

Equity funds and fund managers spend almost every waking hour analysing markets. They often have decades of market experience and knowledge. They have access to the best data. Here's a look at how individual investors possibly can compete against them.

Defence has become a major market theme as governments lift spending amid heightened geopolitical risks. The key question is how much of this growth is already reflected in share prices.

A war and higher inflation would typically be positive for gold prices. That has not been the case this time around and our Equity Market Strategist, James Gruber explains why.

Markets are whipsawing amid Middle East tensions, with sharp swings testing even seasoned investors. In times like these, success often comes down less to prediction and more to psychology - here are five tools to help you stay steady when volatility hits.

CommSec Equity Market Strategist, James Gruber explains how ETFs in Australia are booming but beneath their simplicity lies some hidden risks, concentration problems, and trade-offs that investors can’t afford to ignore.