latest wires

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.

We expect to see core CPI rising to around 3.5% by end-2025 before settling down - fiscal policymakers will need to tread carefully.

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).

Hamish FitzSimons and Dougal Maple-Brown apply their respective lenses to four pairs of ASX stocks across the quality and value spectrum.

Despite its many attractive features, regulatory scrutiny of private credit continues to grow. Valid questions being asked around how assets are valued and how...

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

Investors are wondering if Google's "Kodak moment" has arrived with the launch of ChatGPT. The result is a sell-off that's gone too far.

Auscap’s Will Mumford reveals 2 growth stocks he’s backing in a sector where “discretionary” items are starting to become essential.

The great US momentum trade continues. The data shows the economy is nowhere near to a recession.

Real returns from the S&P/ASX 300 have been solid lately, but what’s driving them has been nothing short of remarkable.

T.Rowe Price’s Dominic Rizzo shares why AI spend has been essential and how he has managed through uncertainty.

The RBA again uses global uncertainty as a crutch to delay interest rate easing.

I outline why critical metals (like copper) are on the verge of following the early 2000s iron ore playbook.

For structural and cyclical reasons, the good times for hedged corporate credit can continue.