This week, we’ve seen mixed results in global equities, with the Australian sharemarket pulling back despite strong results in the S&P500 and Japan’s Topix. Plus, big investments from Nvidia into Intel and OpenAI.

These are the most overvalued stocks in Berkshire Hathaway’s portfolio.

This week, Associate Portfolio Manager Ameya Hattangadi unpacks two major stories: ANZ’s $240 million penalty from ASIC, and the Federal Reserve’s latest rate cut amidst growing recession concerns.

This week, Portfolio Manager Joel Grosvenor unpacks rising US unemployment and its impact on rate expectations, ahead of next week’s Federal Reserve meeting while gold hits new highs as investors seek safe-haven assets.

This week, Portfolio Manager Matt Wilkinson looks at a strong August for the ASX, US megacaps continuing to deliver strong returns in global markets, and what the tariff saga means for global retailers and US inflation.

Equity Market Strategist Lochlan Halloway is back with Part 2 of the Reporting Season update, with more upgrades than average and big share price swings for blue-chip stocks.

Join Equity Market Strategist Lochlan Halloway in this week’s Market Minute, where he’s covering the first stage of Reporting Season.

This week, the RBA cut rates after a surprise hold in July; CBA reported earnings ; US inflation data came out, showing its highest reading since February.

A quieter week in markets sees the investment team take a cautious approach on US large caps and Aussie equities.