Vertium

Record gold-to-oil ratios are driving unprecedented margins for gold miners as surging prices and low energy costs fuel vertical earnings.

Speculation drove silver’s surge, but the high prices are now pushing solar makers to switch to copper.

The massive AI infrastructure spend is driving a new commodity supercycle rooted in the physical demands of the digital economy.

The golden era of cheap US natural gas is ending, driven by collision of supply and demand forces that are redefining the energy landscape

Prolonged overvaluation of mega-cap stocks in recent years may stem from the structural shift in market structure from passive flows

CBA's valuation bubble is a symptom of the structural rise of passive investing that has changed how active managers impact market prices.

Stock market booms and busts are rare. However, the dominance of passive investing has fuelled a dangerous cycle of market instability.

Don’t buy Quality stocks if you’re looking to get rich quick. That said - if done right - you might get rich slowly.  That’s one of the overarching messages I’ve...

The end of the dream run for Growth and a longer-term period of outperformance for Quality could be close, says Fairlight Asset Management portfolio manager Ian...

“We have delivered on our commitments and we are laying the foundations for future growth into the next decade”.These were former CEO David Thodey’s comments at...