The prospect of the new Trump administration raising tariffs may have helped push up interest rate expectations, bond yields, and the US dollar. While US equity markets have enjoyed a post-election ...

Russia's invasion of Ukraine has untethered gold's correlation to real interest rates and threatens to extend an ongoing bull ...

Stellar performance leads to swathe of glowing research notes. Plus, Pilbara chief cites ‘incredibly strong’ long-term ...

Profeta Investments has recently been acquiring shares in Perpetual Limited. We have an intimate knowledge of the business, ...

Realm Managing Partner Andrew Papageorgiou says the Dominion Income Trust is a step forward for investors seeking income on the ASX.

Last year saw markets rally strongly, powered primarily by growth stocks. Aside from some volatility earlier this week, that bullish trend has continued this year, with growth stocks again leading the ...

There are certain conditions and characteristics of founders and their businesses we look for when investing. We share some of them here.

The transformational merger of Chemist Warehouse Group and Sigma Healthcare has cleared the final hurdles, with both Sigma ...

When markets are flying and things are concentrated, it's easy to forget portfolio management. The tech selloff reminded us ...

As was widely expected, the Federal Reserve Open Market Committee (FOMC) chose to keep its benchmark rate unchanged at ...

That's because the Australian Dollar Trade Weighted Index (A$ TWI) is now below 60%. On a 12-month view, Nicol says "that ...

We discuss our stock picks from 2024 and then highlight three new high-quality companies best placed to navigate 2025.