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Investors have flocked into US assets. Eric Souders explains why emerging markets and flexibility may define the next phase of fixed income.

As the current environment introduces short-term uncertainty, it reinforces the importance of logistics infrastructure platforms.

Inside every smartphone, laptop, PC, smart speaker, smart TV, digital camera, USB flash drive and gaming console is a memory chip. And then there are industrial,...

Private credit is evolving. Muzinich’s Gianpaolo Pellegrini explains why structure, not yield, will define outcomes from here.

Investors are still driving the housing market, but government financial assistance has driven a surge in demand from first-time buyers.

We believe private infrastructure will become a meaningful part of individual allocations.

ASX IPOs are popping on debut then fading fast. The first nine listings of 2026 are all now trading in the red.

Tech prices having swung from consistently falling over recent decades to posting large gains, although non-tech inflation is also high.

Protein, coffee, pensions and crop protection are creating new Asian growth opportunities for four Australian-listed companies.

Bank of Japan quantitative tightening has compressed the spread between Japanese and global bond yields, even as the Yen hits new lows.

Open source models and dynamic routing are pushing token costs lower while driving demand for hardware, hyperscalers, and SaaS agentic AI.

In news that surprised little in markets, a rate hiking cycle has begun, here’s how we are positioning portfolios accordingly.

We see compelling opportunities in China and India, while remaining selective on AI adoption and semiconductor exposures.

Not all hybrid replacements are created equal. Here's why chasing the highest yield could cost you more than you think.

Australia's capex data shows a growing AI-driven investment surge, revealing the scale of the data centre boom and its economic impact.

After nearly two decades of violent booms and busts, news headlines about Bitcoin’s “imminent death” have become less a warning and more a ritual. Each sharp drawdown...

Longview Economics' Harry Colvin lays out the Goldilocks scenario for US and global markets in 2026

Inside La Trobe’s Australian Credit Fund and the philosophy driving its conservative approach to private credit.

The US debt crisis has changed the dynamic on the security of bonds. Investors might need to look elsewhere for defensiveness.

Watch Plato Investment Management's latest February Reporting Season Update