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Bloomberg is talking a once-in-a-generation copper trade. Get ready to be sold to! Traders want you to take the other side of this trade.

The RBA’s proposed surcharge ban and fee caps may reshape payments, but Visa and Mastercard are already positioned for the shift.

While markets chase the AI hype, medtech quietly trades at decade-lows. Here’s why that’s an opportunity for long-term patient investors.

In a world chasing passive giants, Australian small caps shine with active alpha, sector diversity, and next-gen growth potential.

Explore U.S. economic trends: growth uncertainty and rising inflation risks.

These days, it’s widely recognised that nuclear power will be a critical component of the global transition to clean energy. In fact, some might say the theme is “old...

We unpack six key themes that stood out from over 30 meetings with prospective and existing investees across Europe, the UK and the US.

By learning to avoid mistakes you can improve your returns as much by learning what qualities to look for in a business.

Alphabet’s real strength isn’t in its parts, it’s in their integration. Break it up, and the signal powering Google ads deteriorates.

Auscap’s Will Mumford reveals 2 growth stocks he’s backing in a sector where “discretionary” items are starting to become essential.

Hamish FitzSimons and Dougal Maple-Brown apply their respective lenses to 5 ASX stocks with strong balance sheets.

With the AT1 hybrid market being phased out, investors will be looking for solutions. VanEck has a handful of ETFs that could fill the void.

In this series, we're profiling managers whose funds are constituents of the 20-Year Club (i.e. at least two decades of operation).

With the index near record highs, Dougal Maple-Brown and Hamish FitzSimons go bargain hunting.

The passage of the so-called “Big Beautiful Bill” will, by itself, boost growth over the medium term. However, offsetting the extent of any boost will be ever-changing...

Investment professionals live in a constant state of alertness over potential threats that may be lurking over the horizon.

Plus, Challenger feels a salsa coming on after years of hard slog in Latin America.

Can AI retain its edge on the market? Aziz Hamzaogullari answers questions on why the Magnificent 7 are still leading the charge.

In this series, we're profiling managers whose funds are constituents of the 20-year club (i.e. at least two decades of operation).

Despite its many attractive features, regulatory scrutiny of private credit continues to grow. Valid questions being asked around how assets are valued and how...