equities

How gold’s glitter can blind investors.

The optimistic thesis rests on measurable macro and microeconomic tailwinds. The pessimistic view centres on vulnerability of the AI theme.

How time is an investor’s biggest advantage.

The price action in precious metals is a microcosm of moves seen across risk assets

One model is a liability. An ensemble of many models beats the best of them, just as a diverse crowd beats its cleverest member.

Fulcrum's Fawaz Chaudhry explains why AI, energy and policy are colliding to create new winners and losers.

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

With negative gearing rules shifting, investors are eyeing equities. But can you handle the volatility that comes with a geared portfolio?

If you want to know where the stock market might be headed, you have to look at the economic gravity being exerted by the bond market. Right now, U.S. stocks and bonds...

What a simple model reveals about the World Cup, the wisdom of crowds and where that wisdom runs out.