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An emerging risk of 2023 is the potential for heavy losses in commercial real estate. Higher interest rates are pressuring interest coverage ratios and are placing...

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

It admits it owes more than it owns, and if it were a company it’d be bankrupt, but insists this doesn’t matter. I’m sceptical.

Chinese lithium prices have been spiralling lower. But what's it really like out there?

As someone who has spent a lot of time worrying about my clients’ portfolios during financial crises, you begin to recognise signs that lead up to these events. One...

I'm worried about a credit crunch. But I'm also planning what to buy on the other side. In this post I examine sectors most affected by AI.

An exploration of Private Debt vs Listed Fixed Income

What happened? On 10th March Silicon Valley Bank (SVB), the 16th largest lender in the US, collapsed. Two days earlier the bank had realised a US$1.8 billion loss...

Another fairly flat session by the ASX today, although it’s looking tired and we wouldn’t be surprised to see a near-term top evolve with the first signs of money...

With increased global financial market volatility, investors are asking what other low volatility assets can help anchor their portfolio

There are some common themes across Australia's most-shorted stocks this year - but the outlook may not be as bad as you think.

In this Meet the Investor profile, Stephanie shares how her interest in politics and economics has guided her investment strategy.

Simple answer: Myanmar, right? Wrong. It is the United States of America! The walk diverges from the talk for our great and powerful friend.

Let’s jump back in time to 1997 when the Reserve Bank of New Zealand (RBNZ) was just about to make a horrible policy error.

Forward testing is a method of evaluating the performance of a trading strategy by applying it to real-time market data and observing how it performs in real-time, on...

Callum Newman of Fat Tail Investment Research explains why it's time to ditch the bears and focus on the big opportunity now.

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

Over the last six months, the market has shifted from focusing on value styles, valuations and short-term earnings to long-term realities of business models as well as...

Two key traits of a quality company are featured in this single stock story.

The world’s growing hunger for metals, combined with tight supplies, is underpinning one of the greatest investment thematics of our time. Driven by the...