Between tech giants and coal companies, the new rules of blue-chip investing might look different to the past.

Equity portfolio teams must ask questions to determine where the narrative is overdone in a software industry facing ...

In his latest quarterly ‘Market Views’ commentary, Blackstone President Jon Gray noted that Blackstone’s private equity companies delivered 9% revenue growth in the fourth quarter, alongside continued ...

Private credit can offer strong income, but the quality of underwriting and loan structure will determine who survives the next cycle.

What if investment fees could fund real social change? The Future Generation Women Fund is backing top managers while tackling inequality.

Trump may be pulling the pin on his Iran attack, and savvy investors should be looking to benefit, says Regal's Group Investment Director.

Investors have flocked into US assets. Eric Souders explains why emerging markets and flexibility may define the next phase ...

More generally, a sustained energy shock would be recessionary for the advanced economies, where IMF research has shown that "recessions associated with a severe oil price shock [are much worse] than ...

Oil just posted its second-largest weekly gain in 40 years. History says investors shouldn't panic but the next few months won't be smooth.

Is there a better version of your favourite ASX stock overseas? We compare Australian stalwarts with global peers on P/E, ROE and dividends.

With investors fearing a “SaaSpocalypse”, Liu explains why she’s backing two businesses with structural demand and durable moats.

Markets are punishing companies despite solid results. One portfolio manager explains where he sees opportunity.