Pullen opened by addressing the question dominating global markets: are we in an AI-fuelled stock market bubble? He noted ...

Ross said the energy transition would trump AI as the decade’s biggest capital cycle. A year on, she says the numbers still back her view.

We handicap 24 LICs by performance, discounts, managers and market conditions and reveal the three we think can cross the line first.

After a few encouraging readings on quarterly inflation that allowed the RBA to cut rates, consumer prices spiked in Q3, ...

Earnings stay strong and AI capex surges, but rising risks and rich valuations test how long profits can keep carrying ...

One notable absence: Buybacks. Buffett refrained from repurchasing Berkshire shares for the fifth straight quarter, a meaningful signal in itself. Berkshire stock has risen roughly 5% year-to-date, ...

The preliminary decision to block Cosette's acquisition of Mayne Pharma sets a bad precedent and would weaken Australia's capital markets.

Pzena Investment Management says extreme global dispersion has created a fertile environment for value investors.

Retail investors are crushing the pros and that’s rarely a good sign. Owen Lamont says “dumb money” wins often mark bubble territory.

Holding it doesn’t abate risks such as modest consumer price inflation; yet owning it at today’s prices creates a significant ...

The Metrics managing partner says private real estate debt may offer the protection investors search for when things look toppy.

Gold’s surge into the $4,000s highlights powerful demand drivers, supply limits, and why the metal remains both compelling ...