After a few encouraging readings on quarterly inflation that allowed the RBA to cut rates, consumer prices spiked in Q3, rising by an annualised rate of 4% in underlying terms, as foreshadowed by the ...
Earnings stay strong and AI capex surges, but rising risks and rich valuations test how long profits can keep carrying ...
One notable absence: Buybacks. Buffett refrained from repurchasing Berkshire shares for the fifth straight quarter, a meaningful signal in itself. Berkshire stock has risen roughly 5% year-to-date, ...
Retail investors are crushing the pros and that’s rarely a good sign. Owen Lamont says “dumb money” wins often mark bubble territory.
Holding it doesn’t abate risks such as modest consumer price inflation; yet owning it at today’s prices creates a significant ...
The preliminary decision to block Cosette's acquisition of Mayne Pharma sets a bad precedent and would weaken Australia's capital markets.
Pzena Investment Management says extreme global dispersion has created a fertile environment for value investors.
The Metrics managing partner says private real estate debt may offer the protection investors search for when things look toppy.
Why investors are turning to factor-based ETFs to capture active-style returns with passive-style fees, transparency and ease.