The tech rally destined to unfold
On 30 September, six stocks, what we call the FANMAGs – the FANG stocks plus Apple and Microsoft – had a...
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...
Faced with potential headwinds for traditional equity/bond portfolios, asset owners have been on the hunt for alternative, uncorrelated sources of...
Although it’s been more than a decade, the fallout from the global financial crisis (GFC) is still impacting banks in...
September saw a sharp rotation to value on the back of a slight bump in US bond yields, driven by...
In today’s investment landscape, middle market direct lending, a key segment of private credit, has emerged as an attractive option...
Digital assets are the fastest-growing investment in SMSFs. Swyftx's expert team helps you securely and compliantly add crypto to your...
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...
