equities

Global share markets seem to be more concentrated as earnings growth has become scarce and focussed on a small group of mega corporations. These businesses have...

Rate cuts are coming. The Fed needs to get ahead of the curve but the economy is slowing rapidly. That leaves risks elevated for investors.

Numerous economic and geopolitical risks continue to remain on the horizon and are keeping many people up at night, not just investors.

Fund flow data shows investors have an insatiable appetite for one asset class (hint: It’s not equities)

Featuring insights from Coolabah's Christopher Joye, ResCap's Andrew Parsons, Antipodes' Jacob Mitchell and Firetrail's Anthony Doyle.

Markets are hoping for a soft landing, but they are notoriously rare. I take a look at whether we will get one, and what to do if we don't.

Barrenjoey's Andrew Lilley is miles ahead of both his peers and the RBA

You'll find out in this episode of The Pitch, featuring Wilsons Advisory's David Cassidy.

PM Capital has had limited exposure to gold this decade. However, we initiated a position in late 2023 in Newmont Corporation.

...and two stocks that we are invested in which we hope will be part of that rebound.