global macro

Despite AI concerns and elevated valuations, strong earnings and supportive economic conditions continue to favour global equities.

Resilient global and Australian growth is being tested by renewed geopolitical tensions and stubborn inflation.

On balance, we believe the risks remain skewed to the upside

Coolabah's Christopher Joye says Australia is becoming one of the world's least attractive places to invest. Here's how he'd turn it around.

US dominance isn't over but investors should begin preparing for a much broader opportunity set.

ClearBridge's Ross Kent and Reece Birtles discuss where they're looking now against a dramatic macro backdrop.

Morgan Stanley is backing resources, energy and AI-linked capex as Australia’s economy slows sharply.

Day-to-day price movements in markets remain dominated by what is happening around the Middle East conflict.

Why you should get runs on the board in an era of constrained capital.

Relying on the investment playbook of the 2010s may no longer cut it.