Record earnings are in. Now investors are focused on execution, balance sheet repair and what comes next for MIN.

Strong operating leverage, disciplined acquisitions and a growing order book position Codan for sustained multi-year growth.

Matt Heine says growth is shifting from platform wins to adviser productivity, technology gains and deeper client engagement.

ClearBridge's Andrew Chambers says the energy infrastructure company is well-positioned to keep providing steady defensive ...

Plus, Marmota chief mobbed by conference investors ahead of more assays from spectacular South Australian gold find.

A mining engineer turned fund manager explains why oil demand and consolidation could power the next resources cycle.

The use of leverage to enhance returns can work very effectively in environments of stable or contracting credit spreads. It is a double-edged sword, however, with the combination of widening credit ...

With reporting season taking a positive turn, I had a conversation with James Gerrish of Market Partners to get his hot take on a big week of reporting season, the key beats and misses, and what he's ...

The other driver may be superannuation. It was recently announced that Australian Super, for the first time in over 20 years of data, is in “competitive outflow” mode. NWL FUM per account has been ...

Big Tech’s $600B AI spend isn't a bubble. It’s a self funded infrastructure build out with superior ROE and capital efficiency ...

For companies as storied and significant as BHP Group , genuine milestones are a rare commodity. And yet milestones are wh ...