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PM Capital has had limited exposure to gold this decade. However, we initiated a position in late 2023 in Newmont Corporation.

Aussie shares dipped into the red by the close but there were several bright spots including critical minerals and gold stocks.

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

The strong performance of the Nasdaq-100 Index underlines an important lesson. The technology companies can produce big winners. In fact, the tech sector has produced...

Fixed Income alternatives: relying on ‘long only’ credit allocations hasn’t paid off in recent years

Markets face headwinds from geopolitics, protectionism, deficits, and demographics, but AI is one of several causes for optimism

In this episode of Harding Loevner's five-part Porter Forces video series, Co-Deputy Director of Research David Glickman discusses the threat of new entrants with a...

In the final installment of Harding Loevners Porter's Five Forces series, Director of Research Yoko Sakai looks at the rivalry and competition between existing...

Are there implications from lingering inflationary impulses?

Geologist James Cooper explains why copper, gold, silver porphyries will become the ideal assets to own in a commodity supercycle set-up

Despite InvoCare being delisted, we believe the remaining funeral business on the ASX is a better company that offers more value.

TMS Capital's Ben Clark talks artificial intelligence, growth investments and holy grail stocks.

What will be the short-term and long-term impact on markets of new sanctions on Russian copper, aluminium and nickel?

Shares are vulnerable to a bout of volatility - but here are 5 reasons why the trend will likely remain up.

Stock market history is littered with great trades. In this wire, we explore the greatest trades from Steve Johnson & Henry Jennings

It was a tough day at the office, or home, or park, or coffee shop, or gym. Basically, wherever you decided to check your portfolio today...

It's been a positive quarter for both the All Ordinaries Index and our fundie picks.

In this episode of The Pitch, Wilsons Advisory's David Cassidy outlines his expectations for inflation and rates for the months to come.

Secular changes affecting public equity markets and a surge in inflation have accentuated some of the vulnerabilities of public equities as an asset class. Public...

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