At the start of 2026, critical minerals were the year’s hottest investment theme. Ten months on, the sector has fallen hard. What’s changed?

Bell Potter's Rob Crookston on the asset allocation decisions that actually move the needle.

The question income investors should consider as essential to their research.

VanEck's GOAT ETF looks at hundreds of global stocks. Here's what it's been buying and selling.

For Australian resources investors, China Shock 2.0 presents a more selective opportunity than the commodity boom of the early 2000s.

Uranium producers are in the sights, but it's a struggling market darling that tops the list.

Phil King speaks with Geoff Wilson AO to reflect on a career spanning more than 35 years in investment management.

PLS Group is blasting through the negativity with its lithium mine expansion. But the analyst community is unimpressed with cost

The number of Australians that are in what the super industry’s regulator calls “unsustainable funds” has increased to more than 1 million.

With bond yields potentially peaking, James Gerrish sees a market shift that could favour two ETFs over traditional S&P 500 exposure.

Family offices can be attractive prospective investors because some have greater flexibility than traditional institutional allocators.

Reporting every loss as an asset class failure does little to help investors understand the risk-reward proposition they signed up for.

An ASX case study in why being wrong can still mean getting it right in the end.

Intermittent electricity, ideologues have long insisted, is low-cost. I show why they’re wrong – and detail some implications for investors.

With too many cooks in private credit, investors are finding comfort in agriculture. But it's the quality of the cook that counts.

Australia's "dividend recession" may be passing as the 2026 August reporting season showed some revitalised signs in payment increases.

Token usage for Chinese AI models is surging. JP Morgan says that doesn't mean the US models are losing but it does change the economics.

The S&P 500’s CAPE is second only to the dot-com peak. But is the US market as expensive as it says?