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Emanuel Datt from Datt Capital explains why.

Australia's two big players are still benefitting from inflation in the latest results, but Elston's Bruce Williams sees challenges ahead.

Callum Newman of Fat Tail Investment Research shares two indicators that show China is not close to a financial crisis...

Hansen invests in its products to ensure its clients remain agile, responsive & relevant to their customers

Bond yields and earnings yields have converged for the first time since the global financial crisis. Why? Implications for asset allocation.

Nvidia demolished analyst earnings expectations for the second quarter. But where to from here?

Two energy heavyweights have reported earnings that reflect the higher-for-longer oil and gas price thesis. But is it as good as it gets?

In this wire, Steve Johnson, CIO of Forager Funds Management and Gaston Amoros, Senior Analyst, discuss the market confusion

The Montgomery Investment Management team look at one of the ASX's most well-known tech stocks.

Our special guest for this brand new episode of Euroz Hartleys' "Finding the Front" is Mr Nick Griffin, the founding partner & chief investment officer of highly...

The snowball might become too large to stop. To date, China looks unwilling to pay the price. If it waits too long, it might be unable.

Weekly Update | 25th August, 2023

Former exploration geologist James Cooper challenges the one way traffic on bearish China sentiment and offers a different view

What's going on in the middle kingdom alongside its troubled property sector?

Join us for an exclusive opportunity to hear from GMO’s Jeremy Grantham via a live video interview. Grantham is a global investing legend renowned for his market...

In this wire, I talk about current consumer spending and what it means for the economy, why secular stagnation matters, the impact of higher earnings, and Touchstone’s...

The daily Match Out for Wednesday 23 August 2023 with James Gerrish of Market Matters.

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

Vertium Asset Management CIO Jason Teh says Origin Energy offers a 'decent' 5% return ahead of its Brookfield takeover.

Worley is at the forefront of a key structural change and in a “formidable competitive position”.