Central banks have looked at the growth of private credit (and associated risks) and have given the sector a cautious stamp ...
The ‘Magnificent 7’ tech stocks again delivered strong earnings growth for the Q3 2024 quarter with all companies beating ...
Less than 1% of the 27M US companies are publicly-listed. That opens up a huge opportunity for those who want to invest in ...
With geopolitical risks and deglobalisation increasing, investment opportunities are emerging beyond renewables and traditional green solutions. New technologies in automation, digitisation, food ...
For instance, Aristocrat Leisure says a single US cent change in the AUD/USD exchange rate could translate to an estimated ...
Glenmore Asset Management's Robert Gregory has outperformed over an extended period. Here, he shares some insights as to how.
In Australia, growth is expected to improve but remains below trend, with government spending the key driver ahead of the ...
The United States has spoken. President Trump will return to the White House in the new year. But how can we cut through the ...
Like Lego, the value of investment models is not in the individual pieces. It's the combination of the pieces that can create ...
Note: This interview was recorded on 22 October 2024. In the not-so-distant past, interest rates were ridiculously low. In some parts of the world – Japan, for instance – rates were so low that the ...
Lithium minerals markets have been dynamic over the past few weeks, with prices staging a modest rally. We check up on the ...
As long-term investors, you should be investing across cycles – not just for the shorter term, and there’s positive news for ...