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We can't beat Father Time so we adapt as we age. We depend on trucks and by default those behind the scenes who keep us moving forward.

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

The daily Match Out for Wednesday 13 September 2023 from James Gerrish of Market Matters

Oil that is, black gold, Texas tea Oil demand is a key barometer of economic activity, and its price can have significant inflation implications. Since the end of...

Weekly Update | 15th September 2023

Shares in the semiconductor company Arm popped 25% above their IPO price on Thursday. Does it have more legs to run or is it all hype?

Against the current macroeconomic backdrop of ongoing fiscal stimulus, labour shortages, a global energy transition, and heightened geopolitics, we continue to...

In this piece, we highlight some interesting themes and observations from the trip that support our ongoing overweight to Europe

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

We have never seen more ASX-listed companies with zero hiring intentions for FY24. We believe this signals the RBA's rate hikes are finally taking their toll on the...

Teiki Benveniste from Ares shares his insights into the credit market and explains the opportunities he is pursuing.

Reporting season wrapped up in August with significant volatility in small and micro cap industrial stocks as results were released. The below takes a look at 6...

Plus, he shares what he has recently heard at the coalface during reporting season that has him concerned.

Geologist James Cooper looks at AI and algorithms in exploration... Will this make new discovery easy? If so, should we expect more supply?

Perhaps more than any other developed country in the world, Australia has benefitted from the 30 years of rapid Chinese industrialisation

Plus, MLC Asset Management's CIO shares why there's an 80% chance that the US is headed for a recession.

Ares' Teiki Benveniste sits down with Livewire to discuss credit market risks and opportunities.

The month of August was dominated by results released by LICs and LITs. In the attached report we take a look at the key news flow for the month as well as providing a...

The US economy is showing signs of accelerating growth. We discuss the impact of shelter costs in driving disinflation.

As we navigate the ever-evolving landscape of investment, data-driven strategies are emerging as the compass to navigate the challenges posed by rising bond yields,...