russia-ukraine war

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...

The war in Ukraine has rocked global energy markets and also affected the so-called “soft commodities” of the agriculture sector – in addition to the conflict’s...

Uninvestable is a brutal description reserved for extreme situations. Chinese equities is not one of them, says Kerry Craig of JP Morgan Asset Management, who joined...

Yep, you're not alone in thinking the first quarter of 2022 was an absolute minefield. In times like these, it may be helpful to refresh your knowledge of the "safe...

Portfolio Manager, Adam Chandler, from Claremont Global, one of Australia’s best performing international funds(1) , discusses opportunities in the current market,...

Fears of a global recession have waxed and waned since the pandemic hit more than two years ago. As government policies and bond-buying propped up economies around the...

In early March, a decision to adjust equity portfolio weightings to various regions could be viewed as one based on relative exposures to higher energy prices, says...

The Russian invasion of Ukraine has thrown up a plethora of issues for European and global markets. This is mainly because Russia, like Australia, is heavily endowed...

Howard Marks' latest memo has dropped, and it's a doozy. Why? Well, the Oaktree Capital legend has applied his decades-long "obsession with the concept of the...

At a headline level, stocks are down around 11% since the end of last year, but this belies the fact that many company valuations have seen falls in the order of 30%,...