There are two reliable ways to make investors nervous. The first is for markets to fall. The second is for them to rise so dramatically that everybody starts wondering...

The good news is that US shares have risen following all midterm elections since 1950 given the removal of a source of uncertainty.

This conversation with Nehemiah Richardson, CEO of Pengana Credit, will force you to rethink how you engineer downside risk.

A lot of last week's selling appears to have been on autopilot, not a change of view. Bonds did their job, and markets bounced on Monday.

Perpetual funds are reshaping how investors can build and maintain long-term private equity exposure.

The infrastructure investing universe has expanded. EQT’s Sam Franklin on AI, energy and Australia’s standout infrastructure opportunity.

Asset-backed securities offer extra yield over corporate bonds, but it isn’t free. Challenger’s Chris Whitcombe on where the risks sit.

The RBA’s inflation dilemma: fighting inflation today, starving housing supply and small business tomorrow.

Down 6.3% in October to US$3,913/oz, gold nears a potential floor as price dislocation and dollar strength signal an approaching turnaround.

Hopefully, this falling knife doesn’t have much further to fall.

You can buy a Boost Juice or furnish your home at Fantastic Furniture. Buying a stake in those businesses is another matter.

Fiscal uncertainty in Europe and equity market weakness in Asia drove gold ETF inflows in October, offsetting North American outflows.

Strong job numbers

Livewire reader Chetan has a strong core portfolio and is considering an allocation to small caps. Should he go global or stay local?

Launching a stockbroking firm at the height of the 2008 GFC sounded like madness, but Marcus Freeman and his partners did it anyway.

A new supercycle or an ongoing structural growth story - whatever you call it, infrastructure is delivering in a way few asset classes can.

RQI’s Dr David Walsh on why value is winning, the AI risk he’s watching, and why his model still avoids WiseTech and Treasury Wine Estates.

Sentiment may say how folks feel today, but it can’t foretell their actions or stocks’ direction.