US Treasuries are often described as the “risk-free asset” of the global financial system. They’re the unsexy I-owe-you ...

A topic front of mind for every investor at the moment is the potential impact of tariffs on the global economy. The Trump ...

Short-term returns are random rather than seasonal; over the medium term, “buy and hold” has increasingly outperformed “sell and switch.” ...

Good Morning, It’s hard to fathom that, despite all the turmoil of recent months, the ASX 200 is back in the green, posting ...

A core principle of our investment philosophy is to be willing to change our minds when the material facts change - even when that means revisiting our own calls. In our last note, we outlined a ...

It’s fair to say gold has been the breakout investment of 2025 so far. With prices hitting record highs and investors literally queueing around the block to buy it, gold has once again proven itself ...

The Report Card indicates a funding gap of at least $3.6 trillion which, in our view, points to sizeable opportunities for ...

China's grip on rare earths has tightened again. Here's the science, the drama, and the ASX stocks that could benefit from ...

With birth rates falling and immigration facing political pushback, what does that mean for future economic growth and equity ...

The fund's targeting of high-quality businesses for income and growth has helped investors to steady returns for a very long ...

With the US dollar under pressure from Trump-era tariff policies, now may be an opportune time to consider a hedging strategy ...