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Many regional markets are enjoying a cyclical uplift from the AI capex boom, Japan amongst them. Unlike other regions, Japan’s cyclical boost comes during a multi-year...

Introducing MOON: a more targeted solution to access the Space Tech opportunity

Fixed income markets have shown relative calm versus other risk assets since the start of the year. That is unlikely to last.

Catalyst needed for gold to regain structural uptrend as investors treat Middle East crisis as ’transitory'.

Just as many thought the “cost of living” crisis may begin to ease, it appears these pressures will remain front of mind for most Australians. With the Reserve Bank of...

The Macquarie Conference has become one of the must-attend events in every Australian fund manager’s diary. In this podcast IML portfolio managers Daniel Moore and...

With negative gearing rules shifting, investors are eyeing equities. But can you handle the volatility that comes with a geared portfolio?

The tech sector has come under sustained pressure in recent days, with Anthropic’s latest model upgrade amplifying concerns that rapid AI progress could threaten...

Many investors will recall how challenging recent years have been for office markets. COVID-driven shifts in work patterns combined with poorly timed new supply drove...

Will the new wave of AI-related investment float the market or sink it?

AI’s next phase is here, and it’s shifting beyond software into robotics, hardware and real-world deployment.

The Future Generation chairs tackle the big questions facing the Australian economy.

Tariff revenue - which pays for most of the US government's tax cuts - is running behind forecasts in the near term.

Despite persistent macro uncertainty, the global economy remains supported by the AI investment cycle. While the initial benefits were concentrated among U.S....

For decades, rare earths and critical metals were largely overlooked by investors, often viewed as exotic, difficult-to-understand materials with real economic...

Gold bounced back in February on dip buying, dollar weakness and softer US Treasury yields.

Bull market intact, Iran a risk, software under threat. Munro’s Nick Griffin breaks down the good, the bad and the ugly.

When we first explored the ’critical minerals arms race ’ in early 2023, the dominant narrative centred on accelerating demand for the energy transition colliding...

Investors should be clear on why they are holding private credit as the justification will often determine the type of exposure held.

In the first half of 2026, our Global Equity Strategy returned 19.9%, outperforming the MSCI All Country World Index by 7.8% net of fees on an asset-weighted basis....