A thematic look at companies positioned for the next market cycle.
The Investor Standard delivers world-class market analysis, stock recommendations, and exclusive insights to help you make smarter investment decisions and stay ahead of the market.
Brent crude surged as much as 25–30% intraday to between US$110 and $115 per barrel, its highest level since 2022.…
Market stress reveals where investor conviction sits.
For much of 2026, the playbook in bond markets looked relatively straightforward. Investors could collect yields of roughly 4 per…
Oil above $100 changes the inflation outlook.
The ASX healthcare sector endured a difficult 2025. The S&P/ASX 200 Healthcare Index fell roughly 25% as post-pandemic normalization collided with company specific issues including…
Short sellers follow pressure points in the economy.
The data behind Trump’s 77% trade deficit claim—and why tariffs weren’t the main driver.
Global markets hit the panic button Wednesday: Brent crude spiked 5% to $81.63/bbl on Iran Strait threats, Korea's KOSPI triggered…
Is this momentum or a structural reweighting?
Business Description Fortescue Ltd. (ASX: FMG), headquartered in Perth, has transformed from a traditional iron‑ore‑focused miner into a diversified global…
Wiring Australia for the AI Supercycle NEXTDC sits at the centre of one of the…
Gain access to independent ASX insights, exclusive stock picks, and in-depth research trusted by founders, boards, and investors.
Quality ounces, conservative balance sheet, disciplined growth.
Two sectors, two macro forces, positioning portfolios for a split market in 2026.
Unlock expert insights, stock recommendations, and market analysis – all in one place. Get the latest market news and stock picks instantly.
DroneShield's trajectory this year has been as dramatic as it has been instructive. The company surged into the ASX 200,…
Momentum week: equities break out fresh highs as momentum broadened, oil slid hard on supply nerves, and gold powered toward…
After just 102 days in the top job, Rio Tinto CEO Simon Trott has moved quickly to reshape the company…
Lithium has stormed into 2026 with its strongest rally in more than two years, blindsiding hedge funds and lighting a…
With US markets back open after the long weekend, investors delivered a clearer verdict on President Donald Trump’s latest tariff…
InfraBuild, the steel manufacturing arm of Sanjeev Gupta’s GFG Alliance, has unveiled plans to expand its Melbourne and Sydney steel…

Delivered Monthly - 2026