We engaged Alphinity's Bruce Smith, who has been covering the supermarkets for decades, for his take on the investment case ...

With the Australian share market trading at a new record high, we look at fundamental and technical factors to see what might ...

"This time around, US inflation is actually higher [than Asian EM inflation]. But if you look at our portfolio, we invest in ...

Markets remain supportive of strong returns from fixed income as global central banks take the first step away from restrictive policy towards a more neutral stance. There is likely a sequence of rate ...

The BTC Markets Investor Study Report, now in its third edition, covers data from our exchange spanning FY21 to FY24, drawing ...

Global bond markets are racing to price in more easing as central banks show greater willingness to cut policy rates. The ...

The US budget deficit is over US$2T for the last year - that's almost 8% of GDP, highest since the GFC.

In this wire, I have an interview with a China expert for you. Louis-Vincent Gave of Gavekal Research gives his views on the ...

For private credit managers traditionally one of the key means by which additional value could be extracted from deal flow ...

What could be better than pitting two Hall of Fame investors against each other? Nothing... You are correct.

Smart-beta is still passive investing, in that it is investing done automatically on the basis of set rules, but it is more ...

Whitefield Industrials (WHF) is the longest operating listed investment company (LIC) in Australia, established in 1923. It ...