The case for Europe – earnings and multiple convergence
For the past 15 years, US equities have dominated the global investment scene, overshadowing markets such as Europe and China....
For the past 15 years, US equities have dominated the global investment scene, overshadowing markets such as Europe and China....
Gold prices have been on an upward trajectory for the past two years, with a weak Australian dollar boosting the...
The recent rethink on equities has seen many investors shift towards safer ground. As global uncertainty deepens, investors are understandably...
Investor sentiment has turned decidedly bearish in 2025.
A long-held investment maxim is “uncertainty breeds market volatility”. Since reaching record highs earlier in the year, the US equities...
The magnitude and speed of the recent equity market sell-off has caught investors by surprise. While there were warning signs,...
Australian bonds are set to stand out in 2025, offering investors significant advantages over US bonds, which may fall in...
The new US administration, led by Donald Trump in his second term as president, plans to impose sweeping new tariffs...
Many investors try to use seasonal patterns to time the market, but these patterns are not reliable and instead of...
As investors position their portfolios for the new year, it is notable that many real estate investment trusts (REIT) are...
Global dividends surged to a record US$518.7 billion in Q3 2025, up 6.2% year-on-year, with financials leading the way. The...
Over the past 15 years, middle market direct lending has grown into one of the most dynamic areas of alternative...
For most Australians, superannuation is their largest financial asset outside the family home. So, when it comes to digital security,...
In financial markets, drama makes headlines. Share prices surge, tumble, and rebound — creating the stories that capture attention. But...
