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The Fed now narrowly expects one rate hike this year. Policy rules point to a peak in the funds rate of about 4½% (previously around 4%).

When the arms of the vice - declining GRV & senior debt accruing default interest - begin to close, subordinated debt investors are at risk.

At its July meeting, the Federal Open Market Committee (FOMC) left the target range for the federal funds rate unchanged at 3.50%-3.75% for a fourth consecutive...

How passive flows, systematic investing and factor crowding are reshaping the market—and what active fundamental investors can do about it.

The opportunity set across emerging markets is much wider than the AI-driven rally suggests.

The outlook remains constructive, though not without risks that could create periods of volatility along the way.

Key Takeaways: The Australian market experienced a robust 2025, with the S&P/ASX 200 rising over 10%. High-beta names outperformed, while expensive growth names...

What separates enduring investment managers from the rest? A masterclass on alignment, private markets and long-term capital stewardship.

As investor demand for resilient real assets continues to grow, Australian pubs are well positioned to deliver attractive outcomes.

By Portfolio Manager, Kevin Bertoli.

How remaining open minded, following research where it leads, and applying the same discipline regardless of the country, is the ticket.

The space economy is bigger than you think. It already powers parts of your everyday life, from GPS navigation and weather forecasts to global internet coverage.As...

Private credit has grown rapidly, but so have the misconceptions. Here’s what investors should understand.

Data centre delays raise bubble fears, but real physical constraints and strong hyperscaler cash flows signal the AI boom isn't over.

Geopolitical and policy risk will remain constant investor concerns, given shifting global security and political developments.

President Trump announced over the weekend that, beginning February 1, the U.S. will impose a 10% tariff on all goods imported from Denmark, Norway, Sweden, France,...

Global spending growth should be good news for markets, even as things move quicker than ever.

India’s share market may have lagged broader emerging markets this year, but structural forces may be aligning for a potential turnaround. Fiscal discipline, strategic...

Earnings growth could continue energizing an emerging-market stock recovery.

The rise of AI has sown doubt within public equity markets about the software industry’s long-term viability. What might that mean for software equity investors and...