Insights

Defying markets gloom, top investment chiefs pitched their best global ideas, from an “OG in AI” to a retirement giant.

One of the world’s top hedge fund managers says the global economy is strong enough to withstand an AI bubble and turmoil in private credit markets.

Shares fall 1.4pc; Advent’s Anjarwala picks Heidelberg Materials; Antipodes Ross favours Brookdale Senior Living; Marathon Resource’s Mullin likes […]

Lower-for-longer is dead and buried – higher-for-longer is here to stay, and you need to build portfolios that can thrive in this environment.

Read everything that’s happened in the news so far today.

A brutal correction in some of the sharemarket’s hottest stocks, including Life360, is gathering momentum and unleashing a wave of profit-taking by investors.

Investors are fleeing some of the hottest pockets of financial markets amid doubts about monetary easing in the US and Australia.

Two key concerns about AI are hardening in the minds of investors. Meanwhile, markets have an old-school problem too: US rate cut hopes are fading.

Portfolio manager Shaun Weick says small caps still have further to run and names two stocks that are being seriously underestimated by the market.

A better than expected jobs report has all but ruled out another rate cut from the RBA this cycle. But there is talk that the next move could be to lift […]

Bourse hits 10-week low as market trims rate cut bets; ANZ ex-dividend; DroneShield hammered; Webjet dives on outlook miss; Guzman y Gomez reiterates guidance […]

Read everything that’s happened in the news so far today.

The move comes within days of an embarrassing moment for the $3 billion operator, forced to withdraw an ASX announcement.

Billionaire investor David Booth has teamed up with an Oscar winning moviemaker, and a handful of Nobel laureates, to document the rise of modern finance.

The savage slump in shares speaks to the power of passive investing, the primacy of earnings momentum, the state of economy and, yes, even the AI bubble.

Morningstar has found that the key to beating the billions of dollars flowing into ETF and index funds comes down to spotting mispricing in the market.

The international energy watchdog has set out a new pessimistic scenario in its latest global outlook report to reflect fading commitment to climate change.

Investors are blaming the brutal sell-off on lofty valuations rather than a major problem at Australia’s biggest bank.

Those who gathered at UBS’ annual conference this week had reason to celebrate a strong year. Instead, they were anxious about what the future holds.

Shares fall; analysts back MinRes’ $1.2bn POSCO deal; ARN Media issues profit warning; Flight Centre reports strong demand; Aristocrat profit up 9 per cent. […]