russia-ukraine war

There is still significant opportunity in defence stocks, despite the stellar run investors have witnessed in the last few weeks.

Signal or Noise conducts a deep dive into the global commodities market and the structural factors affecting it.

This ASX and Hong Kong-listed miner rides high on a record thermal coal price but key questions remain around its sustainability

The first earnings result since the BHP Petroleum merger was (understandably) messy and bolstered by high gas prices, but still impressive.

Though often mired in controversy surrounding "dirty" energy assets, power infrastructure companies operate critical assets

EFG Asset Management takes on some of the world's wealthiest clients. Ahead of 2023, the investment firm has also laid down two big contrarian calls.

The biggest tech companies in the US have grabbed all the headlines this reporting season. Disappointing quarterly results from Amazon and Meta have seen their stock...

Nearly eight months ago, the world watched in horror as Russian forces invaded Ukraine. We gravely overestimated Putin’s interest in diplomatic relations (or...

In June, I went on a trip to Europe with Tasneef Rahman, Senior Investment Analyst at 4D, to meet with management teams from regulated utilities, renewables,...

This year has dreamt up everything a gold bull could want. War in Ukraine has set volatility alight. Investors have flown to safety, as stock and bond markets have...

Russia invaded Ukraine on 24 February 2022, no doubt expecting a quick and easy triumph in achieving its territorial ambitions. Consistent with the old proverb...

Shares have had an awful start to the year. Portfolios are bleeding and savers are scared. Forget about making money, the problem is holding on to it. For years US...

Perpetual’s Vince Pezzullo sincerely hopes financial markets aren't heading for a repeat of the 1970s - or the 1990s - as he explained in the latest episode of...

Australia’s been known as the “lucky country” ever since Donald Horne penned a book by the same name back in 1964. According to Horne, Australia would’ve been a...

Last year saw very strong investment returns and was relatively calm in investment markets. While there was a lot to worry about, the biggest drawdown in US shares...

The numbers are quite staggering. In Australia, two out of every three businesses have been knocked by supply chain chaos, according to a survey conducted by the...

Despite the bubbling uncertainty, 2021 was a wonderful year for markets as the bull market continued its trajectory. Earnings recovered, dividends returned and the...

Probably the most significant event of 2022 so far on commodity markets has been the invasion of Ukraine by Russia in February. Both Russia and Ukraine are...

Whether you’ve been hoping to buy a new car, source fittings to complete a building project, or purchase a new iPhone, you’ve probably experienced frustrating delays...

After a lost decade post-financial crisis, the agricultural sector is having a renaissance. The prices of soft commodities like corn and wheat increased by more than...