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Commodities

The Coming Resources Supercycle: Five Forces Reshaping the Global Economy

Years of underinvestment, geopolitical competition and changing patterns of global consumption are creating a significant shift in the economics of natural resources....
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Private Markets

Ari Emanuel on the future of entertainment in the age of AI

Legendary Hollywood agent Ari Emanuel makes about 300 calls a day, to people like Mark Wahlberg, Jonah Hill, and Martin Scorsese. The real-life inspiration for Ari...
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Macro

Phil Lowe on Australia's economy, productivity and the Future Generation model

The former RBA Governor discusses stagnating living standards, housing supply and ways to improve productivity.
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Markets

NVIDIA CEO under siege: How fund managers are reacting

Minotaur Capital’s Thomas Rice sees a potential buying opportunity, but wants to know who will run the company first.
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Equities

Three reasons why equal weighting Australian shares may continue to outperform

Australia’s mega-caps dominate the index, but faster earnings growth lies elsewhere. Equal weighting gives those opportunities room to run
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"A trifecta of resiliency, income and growth" and the market is sleeping on it

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Exchange Traded Funds (ETFs)

This sector beat the ASX 200 after 5 of 6 rate peaks. Here’s Bell Potter’s ETF pick to play it

The Australian property sector has historically trumped the S&P/ASX 200 by double digits following peaks in the interest rate cycle.
CHC
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Asset Allocation

9% yields, 20% earnings: J.P.Morgan's investment playbook for 2027

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Tom Stelzer
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Shares

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Woodside has just announced new rules for how it pays shareholders - is that a positive or a dividend cut in disguise?
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The opportunity investors can't ignore

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Macro

Strong US inflation points to a December Fed rate rise

Barring a slump in stock prices, the Fed is on track to resume raising rates in December given another strong reading for core inflation.
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Equities

The Anthropic IPO is on! We looked under the hood, here are the Red Flags...

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Education

Small caps trade three P/E points below large caps. The index won’t capture the gap

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Sell now or roll the dice? A $4.5 million decision for two business owners

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