Shareholder vs stakeholder capitalism – do we really have to choose?
In a well-publicised media release on 19 August, 181 chief executives representing the influential Business Roundtable (BR) signed a “Statement...
In a well-publicised media release on 19 August, 181 chief executives representing the influential Business Roundtable (BR) signed a “Statement...
It was billionaire hedge fund manager Paul Singer who said, “If you want an alternative currency, check out gold. It...
Index investing’s sharp rise in popularity over the past decade or so scares some people. And not in a fun,...
On 30 September, six stocks, what we call the FANMAGs – the FANG stocks plus Apple and Microsoft – had a...
Since the 2008 global financial crisis, the value investing style in Australia has underperformed to the extent that it has...
Since the 1980s, as communication costs decreased and new software and digital platforms emerged, companies could choose from a much...
Global IT spending – on software, devices, IT services and data centre systems – continues to grow at healthy rates....
We have had the equivalent of a bull market in information technology spending, with global spending in IT above trend...
The conversation about interest rates is over.
The proposed “phase one” US-China trade deal is looking shaky following a speech by President Donald Trump at the New...
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...
