A recent US trip took us across five cities surfacing five thematics from an AI build-out to structural defence spending.

The Australian market saw a rebound to end FY26, up 4% for the three months to 31 March and rising 6.1% for the full year.

What a year it's been in Australian equities. The SaaSpocalypse in January and February saw tech shaken down to its bones. Then in March, the closure of the Strait of Hormuz sent ...

Chances are you already hold the Magnificent Seven in your portfolio. It’s a brave investor in this world that doesn’t. Fear not, this is not a story to condemn these stocks, but rather a reminder of ...

Something has shifted in the investing landscape over the past decade, and private equity firm EQT thinks it's one of the most important changes in markets today. Companies are staying private for ...

Despite persistent macro uncertainty, the global economy remains supported by the AI investment cycle. While the initial ...

The ASX might have been characterised by anaemic growth and troubling dislocations, but the picture for global equities has been far brighter over FY26. Building on the strong performance of the top ...