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The allure of Japan as an investment destination has always been there, but certain factors may have made it even more compelling recently.

The latest Firetrail Equity Edge Podcast has just landed.

In the final instalment of our series on AI, we explain the risks that investors must understand when accessing this powerful theme.

Global Data Centre Group (ASX: GDC, Mkt Cap $248m) and US Masters Residential Property Fund (ASX: URF, Mkt Cap $247m) remain attractive.

In this episode of Inside the Rope, David speaks with Michael Rosen, co-founder and CEO of Context Capital. They discuss his journey in finance and the founding of the...

In a “higher for longer” interest rate environment, it's important for investors to find quality income while avoiding unnecessary risk.

Measures announced last week are the most comprehensive stimulus policy actions undertaken in recent years in terms of scale and urgency.

Over a recent two-week trip spanning conferences, company and store visits I met with over 30 consumer companies including big box retailers like Walmart, staples...

And why First Sentier’s Dushko Bajic believes some companies should “stick to their knitting”

Authorities in China have finally delivered on stimulus after months of uncertainty. Just what should we make of it?

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.

As Claremont Global's Bob Desmond put it, it's really hard to make money from themes everyone is talking about.

In this wide-ranging interview, Marcus Padley says timing the market isn’t just possible – it’s essential if you want to sleep well.

On the next Signal or Noise, we discuss what the Fed's first rate cut in four years means for Australian investors.

The baby boomer generation has transformed society in countless ways — they’re now poised to revolutionise the residential aged care sector.

China’s policymakers have announced a significant package of easing measures designed to lift China from a state of entrenched economic weakness. Comprehensive...

Global growth momentum has softened somewhat in recent months, led by slower growth in the world’s major economies. We see this global growth slowdown as, for the most...

Quantitative investing isn't DIY friendly, but it has delivered consistent outperformance over the long term.

If you want to commit fewer loss-making errors, you must accept more gain-foregoing ones. I establish and justify this crucial exchange.

Everyone loves a quality compounder. In this wire, we introduce five potential compounders worthy of investor attention.