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Home » Insights
InsightsXTO Capital2025-04-05T23:17:15+00:00
  • Bullock downplays suggestion of a third RBA rate rise
    by Gus McCubbing, Timothy Moore, Georgie Preston on September 29, 2026 at 5:53 am

    WATCH LIVE: Michele Bullock speaking after rate rise; Macquarie lifts variable home loan rates by 0.25pc. Follow live.

  • A 1000 per cent ASX rally meets its match in an African parliament
    by Alex Gluyas, Jonathan Shapiro on September 29, 2026 at 5:30 am

    Lindian, backed by Regal Partners and L1 Capital, is in its third halt since the start of August as uncertainty about its flagship mine attracts short-sellers.

  • America’s midterms will help Australian investors – no matter who wins
    by Ken Fisher on September 29, 2026 at 5:22 am

    Scary midterm rhetoric flares until November. But a quiet miracle is coming to power stocks higher – in the US and Down Under.

  • OpenAI apologises for Medicare hack; Anthropic lost $60b in 2025, IPO filing says; First home buyers shy away from property
    on September 29, 2026 at 1:56 am

    Read everything that’s happened in the news so far today.

  • Phil King guzzles the Firmus Kool-Aid
    by Mark Di Stefano on September 28, 2026 at 7:00 pm

    The leading fund manager revved up brokers for Firmus’ blockbuster IPO, providing them with high-conviction talking points.

  • Bond traders trip up over Bullock rhetoric as they bet on rates
    by Cecile Lefort on September 28, 2026 at 7:00 pm

    With little doubt about the RBA’s decision on Tuesday, markets are turning their attention to exactly how tough the central bank’s talk on inflation will […]

  • Asian investment giant PAG takes control of Bathla developments
    by Primrose Riordan on September 28, 2026 at 7:02 am

    The move signals the disintegration of the once sprawling Sydney real estate development empire, which failed last month owing more than $3.4 billion.

  • ASX rises; Warren Hogan tips cash rate to hit 5.35pc by May
    by Gus McCubbing on September 28, 2026 at 6:20 am

    Northern Star surges after rejecting bid; RBC gives Macquarie ‘outperform’ rating; oil rises; Karoon tumbles after production guidance cut. Follow updates […]

  • Investors search for value in the wreckage of a retail stock slump
    by Lea Jurkovic on September 28, 2026 at 6:05 am

    Morningstar director of equity research Johannes Faul said retailers were underpriced and investors were underestimating the strength of consumers.

  • CSL moves to top-held position by fundies after buying spree
    by Alex Gluyas on September 28, 2026 at 5:23 am

    Shares in the one-time blue-chip stock have doubled from their June lows as local fund managers fall back in love with the blood plasma giant.

  • Metrics slashes ASX fund values; PAG takes control of Bathla developments; $50k is the ultimate number for these home owners
    on September 28, 2026 at 2:00 am

    Read everything that’s happened in the news so far today.

  • This fund manager loves fallen ASX darlings, but is ignoring Firmus
    by Alex Gluyas on September 27, 2026 at 7:00 pm

    Cadence’s Opportunities Fund has returned almost 23 per cent a year since launching in 2019, and is pouncing on the sharemarket’s most hated stocks.

  • Rate market fear gauge is warning for corporate bonds
    by Davide Barbuscia, Ronan Martin on September 27, 2026 at 2:06 am

    Bond market volatility, a measure of uncertainty about the direction of bond yields, is spiking. Historically, that has foreshadowed trouble for corporate debt.

  • ASX to waver as more tough talk from RBA expected
    by Cecile Lefort on September 27, 2026 at 1:28 am

    Futures show shares will open flat on Monday as investors brace for a much higher cash rate and the possibility of an economic downturn.

  • The bumpy road to the AI promised land
    by Tim Hext on September 26, 2026 at 11:00 pm

    As the cost of artificial intelligence rises, companies will come under pressure to turn productivity gains into actual cost savings, putting employees in the […]

  • Wall Street rises on tech as both oil and bond yields ease
    by Timothy Moore on September 25, 2026 at 5:17 pm

    All three US benchmarks advanced amid revived hopes for diplomatic efforts to end the war in Iran. The RBA rate decision tops next week’s agenda.

  • AI boom could end in nasty global recession
    by Christopher Joye on September 25, 2026 at 6:00 am

    As home values enter freefall, the RBA is doubling down on higher rates, setting the stage for what could be the worst property crash in the nation’s history.

  • Retail bloodbath deepens as aggressive RBA rate rises hit consumers
    by Gus McCubbing on September 25, 2026 at 4:00 am

    Shares in some of the ASX’s best known consumer stocks more than halved in the past year alone. But fund managers say there could be more pain to come.

  • Bond market mayhem has terrifying echo; Xi urges Trump to prevent AI ‘misuse’; Tech bros swarmed by fans
    on September 25, 2026 at 2:00 am

    Read everything that’s happened in the news so far today.

  • Bond market mayhem has terrifying echo of a war that changed the world
    by James Thomson on September 25, 2026 at 12:26 am

    Donald Trump’s UN strongman act, and his warning against slowing AI development, highlight the two big forces investors are weighing – and that are causing […]

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