Where the Big Money is Being Invested Now: Q2...

This week, Filip Tortevski and Pedro Banales explore whether founder-led companies outperform, and what investors should watch before backing one today. They examine the research, ASX examples and key warning signs to determine whether founder leadership should influence which st ...  Show more

In tonight’s Australian Stock Market Show, Dale, Janine and Filip discuss the best growth combo on the ASX right now. 

This episode unpacks the Q2 2025 rally, the impact of the One Big Beautiful Bill Act, and key sector shifts. Ray and Mark break down how fiscal policy, tech volatility, and upcoming data releases shape the market outlook. Expect clear insights, relevant examples, and expert conte ...  Show more

Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving ma ...  Show more

Is the market right to price in six rate cuts from the Fed? Will the magnificent seven be seen as growth stocks or defensive plays? Will bonds and stocks be correlated in 2024? Piers breaks down the themes that matter.

Also, the world's biggest hedge funds have revea ...

Frank Holland and the investment committee discuss the best places for your money as the market looks to snap a five-week win streak. The chart of the day is Shake Shack. The calls of the day include Blackstone, FedEx and CrowdStrike. The panel debates the big run in crypto an ...