News

Oil surges on Middle East tension as markets eye inflation risks and brace for global fallout ...
Next-generation aircraft helping European aerospace giant widen lead over Boeing. By Portfolio Manager John Whelan.
The $40 billion ASX bank hybrid market is going to disappear by 2032 and investors want an alternative that offers similar ...
The former adviser to both President Clinton and Obama addresses key risk factors for international investors.
The macro veteran on the end of US exceptionalism, Australia is the “stagnation nation”, and the one country offering big upside right now ...
LTR nearly got to $3 per share at the peak in 2023 – a rise of just under 15,000%. It helped make its major shareholder, Tim Goyder, a billionaire, at least for a while. It took eight years, and some ...
Company meetings are one of several tools we use to build a deeper understanding of a business. When approached with purpose, preparation and clear thinking, they offer insight into quality and risk.
Bauxite prices spiked 40% last year, but we think this is just the beginning. Here’s how we’re playing it and why.
The bank says the race to dominate AI chatbots and wearables for consumers is hotting up in 2025, with investors eyeing ...
One of Wall Street's top investors talks on building great culture at a financial services business and being a leader.
CPI report was weaker than expected, bringing the annual headline increase to 2.4%, a mild tick-up from last month’s 2.3% ...
Head of the Global Fixed Income Team at Loomis Sayles who has worked in markets for more than 40 years. David thinks that the ...