nabtrade

Here we go again, Fidelity International says US equity #markets are facing some late-cycle jitters. As the S&P approached the third anniversary of the market low in October, a nasty wobble took hold which saw the benchmark lose 2.7%of its value, in the worst one-day showing since April’s ‘tariff tantrum’. Read the full article here https://lnkd.in/g26UcpQB

Gold price records are being smashed. Moreover, the volume of money being sunk into gold #ETFs and gold miner shares is also reaching spectacular levels: But does that mean it's the top of the market? Take a listen to Gemma Dale who spoke to Associate Editor - Wealth, James Kirby from The Australian in this episode of 🎧 the Money Puzzle Podcast https://lnkd.in/gZpqf-Sk

With major share markets running red hot, many investors are torn between fear of missing out on further gains, and fear of taking a bath if the markets turn. So how to minimise the risk of loss, while ensuring you don’t sit out altogether? On the latest episode of the 🎧Your Wealth Podcast Gemma Dale speaks with Plato Investment Management's Dr. David Allen about red flags and how to profit by avoiding them. Take a listen to the full episode here https://lnkd.in/ghcPVjVr

Be sure to join Gemma Dale at the ASX #CEOConnect conference on 28 October 2025. Register now at the link below. https://lnkd.in/gPHWGQMH

It’s a big week locally, with all eyes on Thursday’s #jobs number, with NAB tipping some 20k jobs to be created with the #unemployment rate expected at 4.3%. Globally, #banks reporting kicks off stateside and the continuation of the government #shutdown looks likely to delay US data. #CPI, #PPI and retail sales were scheduled this week. Here’s what to watch in the week ahead https://lnkd.in/gxqGEgsN

Despite #AI infrastructure demand exceeding expectations, Morningstar says Alibaba Group is still undervalued. Read the full article here https://lnkd.in/gpNPcS6d

We are excited to announce one of Australia's most recognisable and respected market commentators, Tom Piotrowski, will soon be joining the ranks at NAB. Tom will spearhead NAB Private Wealth and nabtrade's financial market commentary as Head of Market Insights. Also joining NAB Private Wealth is experienced finance executive Nik Kritikos, who brings 30 years' experience working in banking in Australia and globally. Nik will lead a team of relationship managers providing equity market solutions to nabtrade’s top clients. Together their appointments demonstrate our commitment to elevate and deliver timely insights and support to our clients. https://lnkd.in/gjpfm43K

Oracle shares are up 87% in 2025. Is it a buy? Oracle’s #stock has had the best start to the year since 1989 and is trading at over six times its value compared with five years ago. The question for Morningstar analysts though is, whether those gains can be sustained and continued. Find out if the stock is a buy here https://lnkd.in/gpr_zg4r

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