nabtrade

There’s no question nabtrade investors are concerned about valuations as some areas of the market continue to defy gravity. But not everything is expensive, and there are pockets of opportunity for those willing to look beyond the megacaps. Gemma Dale speaks with Forager Funds Management’ founder and CIO Steve Johnson joins this episode of the 🎧 Your Wealth Podcast. Take a listen to the full episode here https://lnkd.in/g9va-CqT

Human Analysis is so 1980's. Marcus Padley from Marcus Today says share prices can move before you blink. The reason? Markets are no longer waiting for human brains. Read the full article here https://lnkd.in/g8Ec5ASu

Which #ASX20 #stocks are shaping up for a volatile 2026? Christopher Conway from Livewire Markets says big caps have been swinging like small caps, and looking at consensus targets, these stocks may be set for fireworks in 2026. Read the full article here https://lnkd.in/gjK26taH

The Reserve Bank of Australia has kept interest rates on #hold, as expected, at 3.6%. For markets, it was all about the #statement, which took a more #hawkish tone and no longer referred to ‘downside risks to the #growth and #inflation outlook’. On the heels of these changes NAB says February is now a #live meeting for a rate #hike. Read the full report here https://lnkd.in/gSAaqeM7

It’s all about the #data this week, with the Reserve Bank of Australia meeting tomorrow, where no rate change is expected but NAB has flagged a more #hawkish tilt to the accompanying statement. Globally, the #FOMC is expected to #cut rates by 25bps when it meets this week, while the #BoC and the #SNB are also seen on #hold on Thursday. Here’s what to watch in the week ahead https://lnkd.in/g_4vJ7mi

Once-hot US software #stocks are lagging. Are they good buys? For US software stocks, it’s been an #AI bust, not a boom. However, Morningstar says software stocks are significantly undervalued, and many have sound fundamentals despite recent declines. Read the full article here https://lnkd.in/g_T_-3Cx

Is the #mining sector overvalued? A new Morningstar report highlights pockets of value that remain. Read the full article here https://lnkd.in/g7SvVuvD

It’s beginning to look a lot like Christmas……2025 is coming to a close. For #markets, it was a wild year, but #equities remained relatively resilient. Henry Jennings from Marcus Today takes a look back at the year that was and if we can extrapolate what we’ve learned into 2026. https://lnkd.in/gCUAKRVW

Finding the right #dividend paying #stocks can be a difficult task with so much choice in the Aussie market. Here, Morningstar details the best stocks to own that can pay regular dividends and beat indices on a total return basis in the long-term. Read the full article here https://lnkd.in/gpiAQ4_k

The Australian #economy grew at its fastest annual pace in two years in Q3, thanks to strength across business, governments, and consumers, signalling little scope for more policy easing. September quarter #GDP climbed 2.1% on PCP, and 0.4% from the prior quarter, missing forecasts for a gain of 0.7%. Read the full report plus what it means for interest rates going forward here https://lnkd.in/gzNDx5Z5