REA delivered steady growth, but cautious listings guidance and tech-sector volatility sparked extreme swings in the share ...

In our latest quarterly investor letter, I reflect on a subtle but growing risk I’m seeing across parts of private credit ...

As if investors didn't have enough other things to worry about, the discourse around the debasement of the US dollar is now ...

Volatility isn’t going away, but opportunity hasn’t either. Henry Jennings explains where selectivity still pays off this ...

If 2025 was defined by Resilience, Rates and Resources, we expect 2026 to be shaped by the three E’s: Earnings growth for the ...

Amcor’s result wasn’t strong, but it didn’t need to be. Why “less bad” was enough to lift the stock, and what matters from ...

Risk capacity, time horizon, income stability and liquidity needs should anchor portfolio decisions.

Plus, Nimy gets set to cash-in on US gallium demand and Orion fires-up on BHP backing and project funding talk.

As expected, the European Central Bank (ECB) held policy rates steady during today’s decision, extending its pause for a fifth straight meeting in the current easing cycle. Rates on the deposit ...

Stephen Arnold outlines why narrow market focus can misprice quality businesses and where he sees opportunity today.

Short term turbulence masks long term opportunity. How our framework guides stock selection and supports patient, compound returns.

Boothe highlights a similar opportunity set. Within investment grade, he favours high-quality, short-dated asset-backed ...