The cycle’s end is far from imminent
Early December’s decision to embrace a more optimistic outlook for 2020 has proved advantageous. But as is often the case,...
Early December’s decision to embrace a more optimistic outlook for 2020 has proved advantageous. But as is often the case,...
Right now, we are seeing some very worrying trends in global financial markets, and I am truly concerned about where...
The brutal correction in financial markets in recent days reflects both the level of investor complacency prevailing last week and...
The outbreak of the COVID-19 has up-ended financial market forecasts for 2020. Although there is little doubt that global growth...
The Australian equity market has underperformed the US share market over the past decade, with our big miners and banks...
Institutional investors have been gravitating to emerging markets debt given relatively attractive yields while interest rates have plummeted on domestic...
Australian investors are currently facing a conundrum when it comes to their asset allocation. With low rates and persistent low...
Finding attractive value in one of the world’s biggest companies might seem odd for a pragmatic value investor and to...
The developing coronavirus in China has become more than a cause for concern for many reasons, despite the market recovery...
The new coronavirus has spooked governments and markets. People are taking various measures to protect themselves both personally from the...
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...
