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We live in an extraordinary time for the global economy. Despite supply chain and workforce issues, a commodities boom and rising energy costs, the US Federal Reserve...

As we slowly reopen from a once in a lifetime pandemic, world economies have bounced back surprisingly quickly, which in turn has opened up a whole new set of issues...

Small caps have had a cracker of a year, with the S&P/ASX Small Ordinaries rising 19% over the past 12 months, including dividends. Meanwhile, the stocks outside of...

Financial repression has been used in the past as a tool for reducing government debt overhangs. Yet there are some specific conditions required for such an approach...

Japan's leading platform for trading used goods, Mercari, has grabbed the attention of the investment team at VGI Partners, who have placed it among their top 10...

A Quality global equities strategy that pays attention to valuation should deliver strong returns above the market, as well as downside protection. Such a portfolio...

In the world of business, there are ‘price makers’ and ‘price takers’. Companies that have pricing power from strong market positions in good industries, with wide...

Nineteen months since the end of the COVID-19 recession, Morgan Stanley's Nathan Lim believes we are currently well into the middle of the current economic cycle. In...

We’re all after the same thing, profitable investment ideas. Fortunately, I have assembled a crack team of analysts for a short and sharp live event that will present...

It's not earnings that drive share prices but surprises in earnings, says Alphinity Investment Management's Jeff Thomson. "It's that surprise in earnings, where...

The team at Eiger Capital looks to uncover the next big idea through an extensive filter of qualitative and quantitative measures. In this Fund in Focus, find out how...

There was a degree of anticipation this morning given the weekend news flow, however as currency markets opened and were fairly subdued it quickly became apparent that...

As an unprecedented European winter power crunch approaches, North America’s natural gas sector is rising from more than a decade-long slumber. For the sector, a...

This fortnight on Inside the Rope, Koda Capital's David Clark sits down with Michael Goldberg, the founder, managing director and portfolio manager of the Collins St...

Bianca embarked on a career change and joined Platinum as an investment analyst in 2003. Her rich knowledge base in molecular biology and first-hand insights into the...

Environmental, social and governance issues are now well and truly part of the investment mainstream. For BlackRock, a fund manager with about US$9.5 trillion in...

Most of Australia’s energy needs have been largely met by fossil fuels. Australia’s abundant and low-cost coal resources are used to generate three-quarters of...

The investment landscape is under pressure. Staying ahead brings investors tough choices: Drive immediate returns or maximise long-term impact? Select winning ideas or...

For nearly 30 years we have recognised the link between sustainability and innovation, and today we believe we are entering a decade of transformational change. The...

Imagine investing in the internet in its infancy, or taking a bet on a local buy-now-pay-later darling before it captured the country's attention. Well, Australia...