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

Not all bubbles are created equal, and this one might still have air left. We break down what’s real and what’s not.

We reveal the companies that stand to see the most upside from the AI boom (Hint: it's not the AI companies).

Shawn Lese of Nuveen Real Estate on why global property has turned the corner and where investors can find resilience and growth.

Markets wobble, nerves twitch. But resilience isn't about retreating, it's about owning companies built to endure and adapt.

When markets turn soggy, only the sure-footed survive. We're on the hunt for the wet-track wonders, built to thrive in tough conditions.

Concentration and crowded trades are everywhere. It’s in this type of market that alternatives should shine.

Is the city you live in Australia’s top-performing property market? Read on - the results may surprise you.

With markets running hot, Todd Barlow explains how Soul Patts is buying at lows, holding real assets, and keeping cash ready.

The US, UK, and France face high and rising public debt, where increased defence spending will add to the problem.

They are 3 of the darkest chapters in recent financial market history. But it’s exactly these events that can teach the best lessons.

Australia is fast becoming a key player in the AI supply chain, fuelling the semiconductor boom with its rare earths and critical minerals

Despite a volatile week, the long term case for holding gold in a portfolio remains intact.

The ASX 20 is intriguing, it represents 60%+ of the ASX 200 but comprises businesses that simply aren’t growing and some appear to be broken

With volatility simmering beneath the surface, Noah Wise shares where investors can still find quality yield without chasing risk.

Scrutiny and trust are not opposites, they are sequential. The closer ASIC looks, the more credible disciplined managers become.

Chris Judd on how macro themes, liquidity, and leadership shape his investing at the Cerruty Macro Fund.

Spring racing is here and we’re backing market “stayers” — enduring performers built to last. Which quality compounders make the grade?