Global equities portfolio manager Scott Berg on Trump, AI, and how to navigate a bubble at a time of profound change.

US equity markets are clearly concentrated but whilst valuations are always interesting, they're not always important. The ...

From record gold to AI disruption, Michael Goldberg explains why slow, patient value investing still works in a noisy macro ...

Macquarie says now’s the time to ready the dry powder and target stocks with positive earnings revisions but momentum hit by ...

It is fitting that Warren Buffett should be replacing his famously wise and witty letters to Berkshire Hathaway shareholders ...

We have been using Expedia’s backend technology, which generally only accommodation providers use to upload their hotel rooms onto Expedia’s websites. We have witnessed the key improvements they have ...

Block is building powerful user and merchant flywheels, and Cash App Pay is turning them into a closed-loop commerce engine.

With Gold hitting record highs, interest is surging. Here are three reasons to consider an allocation in your portfolio.

PM Capital’s gold positions contributed significantly to our portfolio’s strong returns in the September 2025 quarter. Our ...

As housing affordability continues to decline, many Australians are rethinking the traditional path to wealth.

Another way to view the current market environment is by explaining the difference between another thermodynamic concept: ...