popular wires

High concentration, hyperscaler capex and the quest for profit has put AI in bubble territory. That doesn’t mean you should sell out.

Alternative investments like income-generating credit can play an important role in diversifying retirement portfolios.

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.

For investors, the key question is not simply how concentrated emerging markets have become, but what sits behind that concentration

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...

Resilient global and Australian growth is being tested by renewed geopolitical tensions and stubborn inflation.

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....

Investors are becoming increasingly concerned about the risks of owning long-term government bonds.

What does Blackstone’s position as one of the largest private capital providers to the AI ecosystem tell us? In his latest 'Market Views' commentary, Blackstone’s...