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

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

Finally, the spread between a 5-years-to-call Big Four Tier 2 bond and a 5-years-to-call Big Four senior bond is generally ...

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

While most of the market has been focused on investing in hardware companies powering the AI theme, we believe there are many ...

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

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

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

Proof that the ASX can host world-leading tech companies, shareholders are trimming Xero for struggling against Intuit in the US.

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

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