Markets

With an anticipated second bout of inflation following the re-election of Donald Trump, infrastructure assets – due to their “pass-through...

An unexpected drop in the unemployment rate has sharply diminished the likelihood of an RBA rate cut in the near...

There are reasons to believe that companies aligned to AI’s adoption could deliver earnings growth significantly above consensus expectations, making...

Compared to mid- and large-cap private equity markets, the lower mid-market offers a significantly larger opportunity set with substantial under-penetration...

Heading into 2025, artificial intelligence (AI) remains a salient investment opportunity, particularly when packed into an ETF wrapper.

Recent developments have underscored the view that boutique asset managers, such as GQG and Platinum, lack a sustainable competitive advantage...

In October, Perpetual’s chair, Tony D’Aloisio, foreshadowed potential delays in the company’s deal with KKR, citing regulatory hurdles and tax...

The number of Australia-headquartered active fintech businesses has dropped 7 per cent year-on-year, driven by sector consolidation, mergers and challenging...

Recent geopolitical events, including the fall of the Assad regime in Syria, political instability in France and a brief declaration...

The fund manager has now completed one of the largest green loan transactions in the Australian real estate sector.