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Capturing Opportunities Before the Index

Markets aren't expensive, they've evolved. Today's companies are higher quality with better margins and stronger balance sheets.

Ahead of the August Productivity Summit, here’s 10 recommendations that will meaningfully lift Australia’s woeful productivity levels.

From AI to alternatives, J.P. Morgan AM highlights the themes investors should back to ride out volatility and capture 2025 opportunities.

One question I get asked often is how US equities can keep rising even as the US dollar weakens. At face value, it feels contradictory but the dollar’s weakness is not...

At its July meeting, the Federal Open Market Committee (FOMC) decided to keep its benchmark policy rate unchanged at 4.25%-4.50% as expected. However, this was not a...

Real estate private credit is gaining traction as a compelling solution for investors prioritising capital preservation and income stability

Is it a good idea to invest when the market is at an all-time high? Here's what 100 years of data tells us

Centennial Asset Management's Matt Kidman expects the Housing and Defence sectors to outperform over the next 12-24 months.

Global markets have always been concentrated, and nothing has changed.

No defaults or missed payments – Sam Milner on how Ares delivered income through crises and where it’s finding opportunities now.

Structural shifts in trade, immigration and fiscal policy could reshape markets.

Amid retail disruption, convenience retail has proven resilient — driven by essential goods, population growth, and stable demand.

CBA’s soaring market capitalisation may actually serve better as a teaching moment for investors.

The three metrics that define quality investing and why they matter for building long-term wealth.

Penumbra's aspiration-based mechanical thrombectomy devices are building one of the most defensible competitive moats in medical technology

This quarter highlighted the resilience of major secular trends, which could be key to returns going forward.

Wages, inflation, and living standards hinge on one thing: productivity. The answer? Tough economic reform.

Why Pzena believes misplaced fear from the AI revolution is creating some of the best value opportunities right now.

Life360 is today's winner, but you've got to find tomorrow's winners to make massive returns and Qoria's results last week created a stir.