popular wires

Giselle Roux provides her unconstrained view of the economy, markets, and where investors will find the best returns over the next decade.

Experience, quality and discipline are important drivers of investment outcomes, particularly in volatile markets. The Aoris International Fund is headed by one of...

Three to four rate hikes, to be exact...

I look at how the banks are better placed to weather 2023 and 2024 than in 2007 to deal with the last rate tightening cycle.

With the Aussie market correcting, are investors twigging on to the lagging impact of rising rates?

Everything is bigger in the US, but for a market darling like ARB Corporation (ASX: ARB), just how big is the opportunity?

It comes as Goldman Sachs downgrades the lithium darling to a SELL with a $59 price target.

Why I believe emerging markets are too important to ignore and my view on the best way to gain exposure.

With a market value of ~$235 billion in Australia and underpinned by compelling demographic and structural changes driving demand, ‘alternative’ real estate is set to...

Chinese households avoid borrowing, Fed dot plot tightens, UK inflation crunch, OECD producer prices fall while CPI lags and more.

We think the current environment bodes well for healthcare which is considered a defensive sector, possessing characteristics that tend to outperform during economic...

Are markets climbing a wall of worry, or is this actually a new bull market? Katana's Romano Sala Tenna isn't so sure...

The daily Match Out for Friday 23 June with James Gerrish of Market Matters.

Past rate hike cycles have seen tight monetary policy to control inflation.

One chart from Pictet Asset Management is creating a lot of buzz online - but is its argument valid?

Key Points: • After an initial boost tied to its abandonment of zero-Covid, China’s equity market has again underperformed developed markets due to a lacklustre...

Geologist James Cooper sees strong value amongst copper juniors... With recent stimulus from China this theme is growing stronger.

Plus, Lake’s problems should force re-think of lithium supply forecasts, Battery Age starts drilling and DevEx set for uranium drilling.

Diving into the rationale behind the RBA’s recent decisions, as the economy is demonstrating classic signs of a tipping point

The Income Series survey data is in and it makes for interesting reading...