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We look at some of the companies driving returns inside these top performing long-only retail funds investing in global stocks

The Schroders team believes inflation is likely to stay higher for longer... This is what it means for their portfolios.

Has the uranium market peaked? Geologist James Cooper examines the 1970s uranium boom for possible clues. Read on to discover more.

There were some strong moves in the Pharma and Biotech sector in May, with the share prices of 33 companies in the coverage universe rising by 10% or more. Below we...

Despite being one of 2023’s best performing global stocks, up almost 240%, at the time of writing, Nvidia’s share price has continued to rise by around another 150%...

Citi believes there are several short and long term reasons to remain “tactically bullish” on uranium - and for a massive target prediction!

The positioning implications are, we think, relatively straightforward. But first, to the numbers.

Next year’s estimated earnings massively exceed today’s actual earnings, and the market’s P/E is sky-high. They augur much lower returns.

L1 Capital’s CIO Rafi Lamm and Head of Research Amar Naik recently discussed where they see some of the best opportunities.

There are compelling tailwinds driving global small cap stocks at the moment, which presents an opportunity for Australian investors

Instos see history repeating; Meteoric could change view of Brazilian rare earths; Canaccord tips silver explorer Mitre to triple.

Morgan Stanley recently updated its macro and market assumptions for 2024 and 2025. We present the key take outs and implications.

Fidelity International recently launched four new active ETFs focused on Australia, global SMID caps, Asia & India - we summarise them here

Silver is one of the most overlooked investments in the world of commodities. Despite its many unique qualities, it often sits unwarrantedly in the shadow of its shiny...

The factors that have supported a strong US and Australia credit market are unlikely to continue

As widely expected, the European Central Bank (ECB) cut its key policy rates for the first time in five years. The interest rate on the main refinancing operations,...

And 3 financials companies Lazard Asset Management likes instead.

Macquarie's Australian Equity Strategy for June has some interesting insights into the market direction.

Get up to date on overnight market activity and the big events for the day.

The third lever - complexity - may answer that question.