Rational investors have abandoned CBA, resulting in a share price that gets 'pushed around' by passive and momentum flows.

Forget AI stocks. It was the old-world store of value and the new-age digital gold that stole the show in FY25.

Alphabet’s real strength isn’t in its parts, it’s in their integration. Break it up, and the signal powering Google ads deteriorates.

In this wire, we crunch the data on the country's top-performing Aussie equities funds for FY25 and examine their positioning.

These days, it’s widely recognised that nuclear power will be a critical component of the global transition to clean energy. In fact, some might say the theme is “old...

Bloomberg is talking a once-in-a-generation copper trade. Get ready to be sold to! Traders want you to take the other side of this trade.

Wide valuation gaps between the popular and unpopular offer extremely good prospects for those prepared to avoid the crowds.

The passage of the so-called “Big Beautiful Bill” will, by itself, boost growth over the medium term. However, offsetting the extent of any boost will be ever-changing...

With the AT1 hybrid market being phased out, investors will be looking for solutions. VanEck has a handful of ETFs that could fill the void.

In this series, we're profiling managers whose funds are constituents of the 20-Year Club (i.e. at least two decades of operation).

We unpack six key themes that stood out from over 30 meetings with prospective and existing investees across Europe, the UK and the US.

Markets remain upbeat but caution is creeping in as Trump tariffs loom, miners stumble and earnings season approaches.

Can AI retain its edge on the market? Aziz Hamzaogullari answers questions on why the Magnificent 7 are still leading the charge.

Last week, I wrote about the need to be on high alert for a copper breakout. This week, copper is breaking out.

The U.S. administration has decided to delay its self-imposed deadline for implementing reciprocal tariffs until August 1. Reciprocal tariffs, originally announced on...

Investment professionals live in a constant state of alertness over potential threats that may be lurking over the horizon.

Plus, Challenger feels a salsa coming on after years of hard slog in Latin America.

In this series, we're profiling managers whose funds are constituents of the 20-year club (i.e. at least two decades of operation).