nabtrade

Will the #AI boom in semiconductor stocks continue? Morningstar says while AI spending on #chips is expected to continue rising, a critical question for the rally is whether the “base effect” will trip up chip stocks. Read the full article here https://lnkd.in/gsdQgbia

Is this the real life or is this just fantasy? #AI is everywhere. #Stock prices are soaring, valuations are stretching, and the headlines scream “bubble”. But is it really the dot-com 2.0? Henry Jennings from Marcus Today says yes, AI is here to stay, but in the race for profits, strategy and patience will distinguish the winners from the herd. Read the full article here https://lnkd.in/gZYmxr9z

The price of #gold is up 50% in one year, topping $4k for the first time in history. Speaking with the Australian Broadcasting Corporation (ABC), Gemma Dale says investors have increased their exposure to the precious metal by more than 200%, in particular through exchange-traded funds. Take a listen to the interview below https://lnkd.in/g-GRXDC7

Beyond the #Mag7: Why investors are flocking to Asia’s #tech sector. As US technology reaches its biggest share of global #equity markets since the dot-com era, investors are searching for new ways to play the AI theme and add diversification - and Asia’s booming tech scene has emerged as an attractive choice. Read the full article here https://lnkd.in/gQxKjutV

Renewable energy investment: gloom or boom? Magellan Infrastructure Investment Team says #ESG investing has fallen out of favour with many in the market, and Trump's anti-green policies haven't helped. Yet, renewables investment is still surging, which could prove a boon for infrastructure companies. Read more here https://lnkd.in/gifsu_sJ

The quiet winners of #AI competition. Orbis Investments says the #tech giants are in a money-throwing contest to secure AI supremacy and may fall short of high investor expectations. The companies supplying this arms race could offer a more attractive way to play AI adoption. Read the full article here https://lnkd.in/gXrNEvRR

After years of anaemic growth, the outlook for the Australian #economy may have quietly but steadily improved. But what’s on the horizon? On this episode of the 🎧Your Wealth Podcast Gemma Dale speaks with NAB Chief Economist Sally Auld GAICD about the outlook for inflation, rates and some downside risks investors should keep in mind. Listen to the full episode below https://lnkd.in/gcHZApWB or head to https://lnkd.in/eNb9JGbY for more

The Reserve Bank of Australia left the official cash rate unchanged at its September meeting as expected, however the assessment of the economy has evolved in a #hawkish direction. After the statement and press conference NAB continues to hold the view the central bank will stand pat until May 2026, at which point it expects on further rate #cut of 25bp. Read the full report here https://lnkd.in/gACFMfRi

Interest rates are the name of the game locally in the week ahead, with the Reserve Bank of Australia all but certain to keep the official benchmark on #hold, with NAB expecting Governor Bullock to acknowledge upside risk on #inflation in the press conference following the decision. Globally, US #payrolls on Friday (unless delayed by a government shutdown) and Eurozone preliminary #CPI. Here’s what to watch in the week ahead https://lnkd.in/gjJQ4-dd

Australian #CPI topped a one-year high in August signalling some upside to inflation. Markets have now doubled down on bets the Reserve Bank of Australia will skip a rate move next week with NAB revising it’s own forecasts saying the central bank will remain on #hold for an extended period. Read the full report here https://lnkd.in/gCpd3DrV