Some central banks might release their modelling this week, but the IMF recently published its estimated impact of an oil ...

The FY2026 interim reporting season saw a large divergence in results between sectors, with companies experiencing ...

As rising inflation and a worsening housing crisis puts political heat on property, I explore why intervention may only make it worse.

Earnings are rising but prices are not. These companies sit where the market’s disconnect may be most visible.

The Antipodes CIO talks about mispricings in structural growth trends and why the benchmark is the biggest risk to your ...

Investors have never had more control over their portfolio construction and it's come at a time when control is more ...

History is helpful here. Equity markets have experienced wars, oil shocks, financial crises, pandemics, and countless ...

Macquarie has produced a chart-based state of play for the global economy, and what it thinks could happen next.

James Hawkins explains how L1 Capital's Catalyst Fund hunts for value in unloved stocks and the catalysts that unlock it.

The coordinated U.S.–Israel strikes on Iran on February 28 and Iran’s subsequent retaliation, have pushed the region into its most volatile military confrontation in decades. With fighting still ...

As most investors are aware, geopolitics has an impact on the prices of energy and materials. While the outcome and duration of the war are unknown, the demand for energy and critical minerals from ...