Coal plants close from 2028 and power demand rises 50% by 2035. Ben Griffiths says gas is the answer and a drilling boom is coming.

Morgan Stanley have assessed each REIT's FY27/28 interest rate hedges, and identified who is most exposed if rates remain elevated.

Sovereign default sounds like an apocalyptic scenario. Janus Henderson's Jay Sivapalan explains why it doesn't have to be.

Inside Blackstone is our weekly podcast taking you inside our walls to share the conversations and people shaping the future of markets

They may have double-digit short interest, but these stocks are still earning buy ratings.

As the global economic landscape shifts, the structural proposition supporting pure growth investing is beginning to wobble.

L1 Capital's James Hawkins breaks down the 3 sector buckets powering his concentrated 10-stock fund.

A year ago, Antipodes' Vihari Ross called Google the buying opportunity of the decade. How did her call turn out?

Skeptics question whether significant investments in AI CapEx will deliver for investors. Blackstone President & COO Jon Gray addresses that question in a presentation...

When the benchmark 10-year U.S. Treasury yields pierced five per cent on September 14, they reached their highest level since October 2023, and signalled a potential...

Livewire Live’s Signal or Noise panellists on whether the RBA has gone too far on inflation.

Australia’s ageing business owners are creating opportunities for private equity to support succession, growth and operational change.

CSL has already doubled off its May lows. Will Dougal Maple-Brown’s other shocking prediction land?

With cash offering attractive yields once again, Soul Patts CEO Todd Barlow explains why the bar for taking risk has risen.

The investment bank has introduced explicit inflation hedges as part of a major portfolio reset designed for an inflationary world.

Australia wants to build more homes and infrastructure, but there is only so much labour to deliver it.

Falling house prices, tax changes, gold versus bonds - Livewire readers had plenty to say about Chris Joye's provocative outlook.

Value investors and holders of energy stocks will fare decently; “growth” and tech speculators should prepare for disappointment – or worse.