In a post-cycle world, earnings growth is king
Investors who are concerned about the economic and investment outlooks are increasingly asking us two questions: “Where are we in...
Investors who are concerned about the economic and investment outlooks are increasingly asking us two questions: “Where are we in...
“Tell me why Xi should not continue to wait out ‘the world’s greatest negotiator’ who keeps ‘dealing with himself’?”. An...
Funding for fulfilling demand across the Asian energy supply chain can’t be met by governments alone. Continued high growth in...
Investors looking for attractive yields need look no further than real estate – in its listed or unlisted form. Here,...
Concerns are rising among professional economists about the outlook for the Australian economy.
Robotic process automation (RPA) is now ripe for adoption across Australia’s financial services sector and the size and composition of...
This weekend’s announcements by President Donald Trump that the US/China trade war can last another year or more (beyond the...
Globally, the world seems to be entering a period of slower growth. Volatility has been driving weaker sentiment, and the...
A fixed-income investor today is in a truly excruciating position.
Australian banks have been hit hard by the Hayne royal commission. But how have they performed over the longer term?
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...
