Marcus Today’s Henry Jennings is unimpressed by CSL’s results - and even less so by its handling of the CEO change.
Markets may be factor-led for now, but Catriona Burns believes earnings growth will ultimately drive share prices again.
Many investors will recall how challenging recent years have been for office markets. COVID-driven shifts in work patterns ...
In our Poll of the Week, I argue landlords are being scapegoated to feed a government with a spending addiction. Vote and ...
The veteran adviser offers three valuable lessons to help investors put the growth equities correction into perspective.
Australia’s inflation rebound looks partly temporary, but strong demand and elevated government spending are testing the economy’s limits.
January’s gold rally was powered by volatility and flows. The next phase depends on inflation and bond markets.
The tech sector has come under sustained pressure in recent days, with Anthropic’s latest model upgrade amplifying concerns that rapid AI progress could threaten traditional software business models.
For decades, global strategy has revolved around an assumption that the US is the world’s consumer, market and the centre of gravity ...
Winter has arrived for technology stocks. That is the assessment of FN Arena editor and veteran market analyst Rudi ...
"Even outside the AI theme, you're seeing countries like Turkey do extremely well. You're seeing South Africa doing well ...
When markets inevitably change course, risks and opportunities reset, with one investor’s new opportunity another’s pitfall.