Unpacking the hierarchy of the different types of financing used to fund commercial real estate and other investments.

According to an IBM report, India has the highest AI adoption rate, 59%, in terms of AI deployment.

Despite initial concerns that the outcome of the Presidential election might remain uncertain for days or even weeks, a decisive Republican performance has made it...

Morgan Stanley outlines why the prices of key battery metals like nickel and lithium aren’t likely to rally any time soon.

Investors might be deterred by bitcoin's high volatility but many traditional strategies can help manage this challenge.

It's the Signal or Noise property show for 2024! The big questions may be the same but the answers are changing.

What’s next for Australia’s volatile petrol prices? Our simple message: don’t rush to the pump just yet. In episode three of our 'Value Added Insights' series, I take...

In Episode 52 of The Rate Debate, Investment Manager Jessica Ren and I dive into the US election’s potential outcomes, exploring its implications for bond markets,...

APRA recently revealed plans to phase out banks’ use of AT1 capital - an atypical event in a sector offering attractive long-term returns

The two main economic policies at play in the election are fiscal and tariffs and their impacts on US macro fundamentals and rates.

Trump or Harris? Which is better for markets? We show you what usually happens in financial markets after a US presidential election.

The year was 2021. Investors were swept up in the euphoria of roaring stock prices and tech-fueled optimism. Behind the scenes, one ASX tech company was generously...

Emerging market companies are punching above their weight when it comes to tech.

The RBA has highlighted how policy is less tight than other countries, such that inflation is higher than in nearly all its peers.

Ahead of the annual Signal or Noise property show, we ask the experts where they think the signals lie.

An open letter from 23 Nobel Prize-winning economists (half of all living winners) has endorsed the economic policies of Kamala Harris.

Wondering which ASX stocks might benefit from the results? Wonder no more...

(1) Given the sometimes contentious nature of shorting investment cases we prefer to omit specific company names from this commentary.