I joined Juliette Saly on Ausbiz to discuss rising U.S. bond yields and what higher interest rates could mean for markets. We ...

I explain how we’re using AI in two key areas: to support investment research by synthesising information, generating ideas ...

July and August 2026 have delivered a useful reminder that even the strongest investment narratives eventually collide with economics. According to The Wall Street Journal, US momentum stocks suffered ...

In my recent article for The Australian, I explore the growing competition for capital between the U.S. government and the ...

Continue reading → ...

In my latest article for The Australian, I look at the growing pressure facing Australian homeowners as rising living costs, ...

In his latest essay published on his website GatesNotes.com, Gates writes, “The transition to the AI era will be one of the most turbulent times in human history. Right now, we are not preparing ...

I have spent the better part of the last 18 months warning investors the pattern of past returns from investing in new ...

For investors who still think of NRW Holdings (ASX:NWH) as simply a mining contractor, the Financial Year 2026 (FY26) result ...

BCA specifically note the U.S. economy is reaccelerating, or gaining momentum again, liquidity remains supportive, ...

ABC Statewide Drive – What did reporting season tell us? I joined Jess Maguire on ABC Statewide Drive to unpack the key ...

Magellan Group’s operating profit for the 2026 financial year (FY26) modestly beat consensus, but the quality of the result ...