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CBA's valuation bubble is a symptom of the structural rise of passive investing that has changed how active managers impact market prices.

We expect to see core CPI rising to around 3.5% by end-2025 before settling down - fiscal policymakers will need to tread carefully.

If your portfolio hasn’t changed, or your conversations about it, you’ve got a problem. And it has likely cost you (a lot of) money.

The U.S. administration has decided to delay its self-imposed deadline for implementing reciprocal tariffs until August 1. Reciprocal tariffs, originally announced on...

Investors are wondering if Google's "Kodak moment" has arrived with the launch of ChatGPT. The result is a sell-off that's gone too far.

From soaring deficits to political theatrics, gold’s strength holds as investors hedge against mounting US fiscal instability.

Weighing the trade-off between reducing your mortgage and building long-term wealth through investing.

The stock-to-flow model has been surprisingly accurate during past bitcoin bull runs - will it get it right this time?

The great US momentum trade continues. The data shows the economy is nowhere near to a recession.

The RBA again uses global uncertainty as a crutch to delay interest rate easing.

From Trump’s tariffs to business conditions and the gap between earnings yields and bond yields, here are key charts to watch.

100 years of evidence might surprise you.

Aboud on legacy, learning, and Perpetual's long game. Plus, the next big opportunities in markets: Mispricing, AI, and fewer active managers

In this edition of the IIR LMI Monthly Update we take a look at the key news in June as well as whether now is the time to be investing in small caps given the RBA...

I outline why critical metals (like copper) are on the verge of following the early 2000s iron ore playbook.

Private credit managers may look similar, but few play like Epsilon. Joe Millward’s rule: real cash beats fantastical returns.

Livewire's annual investment day is shaping up to be an event like no other... Don't miss out!

For structural and cyclical reasons, the good times for hedged corporate credit can continue.

Investing in small caps can sometimes feel like living in the shadow of a giant. But as giants lumber across the market, they drop crumbs — and for nimble investors...

Hamish FitzSimons on why defensive stocks are underappreciated, the parts of the ASX his fund is keen on, and those it isn't.