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Markets are going to spend the next six months arguing about whether to be bullish or bearish. The better question is when to be each

Metrics Credit Partners has released its latest research paper, Six Trends for Private Credit in 2026, exploring the opportunities and challenges shaping the sector in...

The remilitarisation of the world is seeing a rise in defence investing.

What’s war good for? With apologies to Motown songwriters Norman Whitfield and Barrett Strong, absolutely nothing from humanity’s point of view. While the human cost...

Kapstream’s Mark Bayley explains how fixed income has become a genuine return driver.

Investors have flocked into US assets. Eric Souders explains why emerging markets and flexibility may define the next phase of fixed income.

As the current environment introduces short-term uncertainty, it reinforces the importance of logistics infrastructure platforms.

Inside every smartphone, laptop, PC, smart speaker, smart TV, digital camera, USB flash drive and gaming console is a memory chip. And then there are industrial,...

Private credit is evolving. Muzinich’s Gianpaolo Pellegrini explains why structure, not yield, will define outcomes from here.

Investors are still driving the housing market, but government financial assistance has driven a surge in demand from first-time buyers.

We believe private infrastructure will become a meaningful part of individual allocations.

ASX IPOs are popping on debut then fading fast. The first nine listings of 2026 are all now trading in the red.

Tech prices having swung from consistently falling over recent decades to posting large gains, although non-tech inflation is also high.

Protein, coffee, pensions and crop protection are creating new Asian growth opportunities for four Australian-listed companies.

Bank of Japan quantitative tightening has compressed the spread between Japanese and global bond yields, even as the Yen hits new lows.

In news that surprised little in markets, a rate hiking cycle has begun, here’s how we are positioning portfolios accordingly.

We see compelling opportunities in China and India, while remaining selective on AI adoption and semiconductor exposures.

Not all hybrid replacements are created equal. Here's why chasing the highest yield could cost you more than you think.

Australia's capex data shows a growing AI-driven investment surge, revealing the scale of the data centre boom and its economic impact.

After nearly two decades of violent booms and busts, news headlines about Bitcoin’s “imminent death” have become less a warning and more a ritual. Each sharp drawdown...