global markets

The bull market still has room to run says Morgan Stanley. Here it reveals what it likes across equities, AI, resources and global markets.

Betashares' Cameron Gleeson says investors have a few ways to position against the scenarios that could play out in the Middle East.

Higher inflation and lower growth lie ahead; the question is, what will the magnitude be?

Gold steadies after a correction, while equities face mixed signals from earnings, policy, and geopolitics. What happens from here?

A follow up from last week, that highlighted two things to worry less about.

Craig and Tanna unpack why growth is holding, rates are easing, and risk assets are still being rewarded across global markets.

There are a lot of big predictions -- both good and bad -- regarding AI. But the actual outcome is likely to be far less dramatic.

Structural shifts in trade, immigration and fiscal policy could reshape markets.

Plus, why Trump's second era of tariffs may not have as consequential an impact as markets fear.

Matthew explains China's stimulus aims to restore confidence amid a property crisis, focusing on consumption not commodities.