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Commenting on all asset classes soaring to record highs, I explore the bizarre flood of liquidity into gold and growth assets simultaneously

ASX gold companies have tripled in value and now outrank household names as investors rush to the ultimate hedge.

In the wake of the recent Australian reporting season, three Australian small-cap stocks across three very different sectors stand out for the strong long-term growth...

Rate cuts are back — but rich valuations mean this time may not rhyme with history.

Five ways investors can embrace a long-term mindset and unlock decades of wealth creation.

It's a time of competing priorities and big responsibilities, which means getting the fundamentals right goes a long way.

We’re now in October and Australia’s superannuation funds are still breaking out the champagne after another year of strong returns. The median balanced option...

Stellar performance for the alternative assets has still seen them outpaced by adjacent trades.

Understanding how markets fluctuate and how long-term cycles play out is key to success.

April was a big month for many of the most-shorted stocks on the ASX. Here's how things stand now.

The former Deputy Secretary of the Treasury on the current US fiscal and trade policy and the edge Muzinich & Co brings to private credit.

The Ares Co-President explains what’s driving demand for private credit and where he sees the next set of global opportunities.

In a wide-ranging discussion, L1 Capital provided an update on four current positions that it continues to see opportunity in.

After surviving 2022’s market crash, LSN Capital’s small-cap fund is thriving - and still finding value others overlook.

The Mexican fast-food chain GYG has big ambitions and we've upweighted our position as a result.

Infrastructure is offering a generational investment opportunity and Ares is making the most of it.

Japanese long bond yields have a decided spring in their step, rising strongly in recent days and building on a year-long trend as inflation reasserts itself and the...

It's been a great time for investors recently, but signs are starting to emerge that the market might be starting to overheat.

Thematic ETFs promise exposure to the future. But every big bet on one sector quietly creates an equally big bet against another.

Gold's rally is being driven by tiny gyrations in the US treasury market. But unregulated coin and bar sales could spell longer-term trouble