Dr Jekyll and Mr Hyde
When economies around the world perform well it’s relatively easy for companies to look after the interests of stakeholders, as...
When economies around the world perform well it’s relatively easy for companies to look after the interests of stakeholders, as...
As lockdown restrictions across Australia start to ease, there remain crucial questions about the possibility of a second wave of...
I’ve previously made the case for HJPN being a great cyclical exposure, given its exporter tilt, leverage to the global...
When bitcoin started in 2009, it was touted as the currency of the future, where in a decade no one...
Understanding what it isn’t is just as important as understanding what it is.
As the world undergoes potentially the greatest economic calamity since the 1930s, Australians of all ages are experiencing anxiety and...
While much of the market has been focused on the short-term impacts of COVID-19 on the economy and share prices,...
There are stark differences between the current downturn and the 2008 global recession. But the resilience of the payments industry...
After years of being out of favour, the recent market sell-off is providing strong opportunities for active value investors.
Forecasting is difficult at the best of times. Amid a pandemic that has prompted governments worldwide to shutter their economies,...
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...
