Investors need not expose themselves to material credit or liquidity risk to secure attractive income from the bond market in ...
What will you do when the RBA finally starts to cut interest rates? The answers are a lot more varied than you may expect.
The uranium trade was a rocky one in 2024 and appears to be starting 2025 on an equally uncertain basis. Bell Potter says: ...
As part of the 2025 Outlook Series, Livewire interviewed 10 fund managers. Here, we share the full interview with Pendal's ...
At the same time, the fall in interest rates that got underway in the autumn should continue through 2025, even if it is ...
Investors enter 2025 with cautious optimism following a stellar 2024 for equities, as stretched valuations and elevated bond ...
Or, consider Chinese equities, cellar-dwellers in 2021, 2022, and 2023. But as of the end of 2024, they ranked only second to US stocks in the BlackRock investment return map. In other words, being ...
Its GDP is growing – but relies upon mammoth, debt-fuelled deficits. Without this “stimulus” the U.S. would’ve been in ...
The areas that are likely to outperform in 2025 are those where demand is set to remain strong and supply levels tight.” ...
Dale Henderson explores the lithium market, EV & battery storage trends, challenges, opportunities, and PLS's position. It's a must-listen!
While there are company-specific issues at both companies, they are also emblematic of issues facing the wider active funds ...
Oaktree Capital co-founder and co-chairman Howard Marks wrote a note entitled bubble.com. He closed the 14-page note by ...