Performance has been very strong recently, with 71% of your capital invested in winning positions in the Allan Gray Australia ...

Reporting every loss as an asset class failure does little to help investors understand the risk-reward proposition they signed up for.

After more than a decade of falling interest rates, the income jungle has become more complicated. Inflation has returned, ...

For every additional investor loan for a new home, there were approximately 16 fewer loans for established properties.

With too many cooks in private credit, investors are finding comfort in agriculture. But it's the quality of the cook that ...

Intermittent electricity, ideologues have long insisted, is low-cost. I show why they’re wrong – and detail some implications ...

Token usage for Chinese AI models is surging. JP Morgan says that doesn't mean the US models are losing but it does change the economics.