US equity

As a small open economy, monetary policy decisions made in other parts of the world matter for Australia. In particular, the actions of the United States Federal...

Australian exchange-traded fund investors should be optimistic as 2020 tapers off and a new year approaches after the listed vehicles passed their biggest trial by...

With the upcoming US election set to define the economic landscape over the next four years, how might markets respond? This time, it’s different. That might...

As interest rates have fallen globally, first in response to economic and market conditions post the GFC and more recently due to the COVID-19 pandemic, returns from...

How much do elections impact the stock market and portfolio returns? Should elections even matter to long-term investors in the first place? These are the questions...

Driven by what has been often characterised as the Fourth Industrial Revolution, the technology sector has led global equity markets in recent years as the powerful...

Names like George Soros, Howard Marks and Ashok Jacob are recognisable to most investors. Mary Manning has the unique experience of working inside the investment...

A relaxation of lockdowns and substantial support from policymakers have elicited an impressive and co-ordinated rebound across global economies. But, while this has...

The latest round of earnings are set to pour through, with the US banks on the radar of funds and analysts in the week ahead. Across the S&P 500, earnings are...

Last week we touched briefly on a couple of Aussie defence stocks and how global defence industry spending generally does not wane even during economic slowdowns. This...