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Delayed tariff drag, fragile resilience As 2026 begins, global markets are sending a deceptively calm signal. Tariffs remain a dominant geopolitical and economic...

Quickly reclaiming the six-figure mark would be a big statement of intent for the cryptocurrency in 2026.

Earnings topped forecasts, but the deeper story lies in how the platform is making its money.

2025 was another exceptional year for equity market investors with fantastic returns. It was a year dominated by the themes of Trump and AI. But through the year, we...

Why These ETFs Make Sense NowInnovation continues regardless of market sentiment. And materials are needed regardless of economic cycles.In a world where technology is...

Why the RBA is likely at the top of its hiking cycle, the implications and why we entering a new era for central banking: an age of robots.

At its June meeting, Kevin Warsh’s first as chair, the Federal Open Market Committee (FOMC) left the target range for the federal funds rate unchanged at 3.50%-3.75%...

In a market dominated by headlines around AI, quality growers delivering consistently strong earnings such Heineken have been overlooked.

PE funds in Japan have too much capital and not enough deal flow. Activists often drive companies into PE funds' arms.

Where the market sees a tired Japanese conglomerate, Contrarius sees something rare: an AI-Proof and AI-Winner at an attractive price.

As expected, the European Central Bank (ECB) kept policy rates unchanged today, following a hike at its last meeting. Rates on the deposit facility, main refinancing...

Inflation was fairly contained in July and in line with expectations, with headline CPI easing to 3.4% year-over-year. Core inflation also slowed further, to 2.5%,...

In this brand-new episode, Finding the Front is joined by two icons of the Australian mining industry, Tim Goyder - Non Executive Chair of Liontown Resources, Minerals...

As media scrutiny and regulatory attention increase, it is increasingly important to distinguish between the various segments of the market

The higher the LVR, the thinner the buffer. At some point, credit stops behaving like credit and starts behaving like equity.

Investors must determine what the AI capital-spending surge means for long-term business durability.

We believe US and Israel joint action against Iran has shifted the calculus for the Defence Tech theme. While US and allied capabilities far exceed Iran’s, the...

Recent volatility in gold prices reflects short-term pressures. Here’s why structural drivers could support gold going forward.

The December CPI was compiled after the shutdown using standard data collection methods, so the shutdown's impact is far smaller than in October, when no data were...

Recent data suggest that the BoE could pause in cutting rates when it meets in February.