Would have, could have, should have. The human brain is good at regret. And no-one does it better than a stock market ...
Gold has staged an impressive rally thus far in 2024, with the metal recently hitting an all-time high. We believe that ...
Central banks’ actions and inactions are driving markets, with each geography navigating unique issues, as noted by our ...
With the ASX at all time highs, Wilson Asset Management's Matthew Haupt shares where he is finding value right now.
The Fed chose a bold first move to ensure a soft landing. The ensuing trajectory remains very dependent on the US elections ...
Liu believes investors can look across the entire supply chain in search of AI beneficiaries - noting that energy companies and utilities are also likely to benefit. For example, Origin Energy ( ASX: ...
While private credit is all the rage, experiencing phenomenal growth, things are only just getting started according to ...
This episode was taped on Tuesday 3 September 2024. In the world of active stock picking, you've got to have a point of ...
What is the bear case and bull case for the company's outlook?
Artificial intelligence doesn't just affect tech. As Munro Partner's Nick Griffin explains, it affects every industry on the ...
Global Data Centre Group (ASX: GDC, Mkt Cap $248m) and US Masters Residential Property Fund (ASX: URF, Mkt Cap $247m) remain ...
In this episode of Inside the Rope, David speaks with Michael Rosen, co-founder and CEO of Context Capital. They discuss his ...