market outlook

Fully priced banks and miners, an AI capex boom built on shaky logic, and rising bad debt risk leave few safe places on the ASX.

We outline four key macroeconomic themes that will shape our investment strategy over the next 12 months.

With ASIC shining a light on fast-growing private markets, finding the sweet spot between regulation and investor protection is critical.

We expect 2025 to be the year of moderation. Here are three things we are watching in the next market year.

Claremont Global's Bob Desmond believes investors should be ready to take advantage of opportunities should a pullback occur.

Nikki Thomas, Portfolio Manager at Magellan shares her views on AI, investing in China and optimism about the US market.

Future Generation's investment performance continues to power ahead despite cost-of-living pressures and other market challenges

This episode of Future Generation's podcast series, 2fold: Take Stock, features William Low, Portfolio Manager, Yarra Global Share Fund, and Head of Global Equities at...

This interview was originally published on 14 February, 2024

Listen to the second episode from Future Generation's new podcast series, Take Stock