04 March 2025 • By Matthew Macreadie • 1 min read
Australian bonds are set to stand out in 2025, offering investors significant advantages over US bonds, which may fall in price given Donald Trump’s...
READ MOREThe new US administration, led by Donald Trump in his second term as president, plans to impose sweeping new tariffs on some of the US’ key trading ...
READ MOREMany investors try to use seasonal patterns to time the market, but these patterns are not reliable and instead of trying to time the market, a better...
READ MOREAs investors position their portfolios for the new year, it is notable that many real estate investment trusts (REIT) are currently trading at a signi...
READ MOREThe concerns around China’s DeepSeek play into the growing debate on AI scaling challenges as well as the ROI of AI capex spend, and ultimately, con...
READ MOREIn life, we frequently conflate symptoms with their underlying causes, leading us to sometimes address the effects and not the actual causes of issues...
READ MOREThe prospect of the new Trump administration raising tariffs may have helped push up interest rate expectations, bond yields and the US dollar. While ...
READ MOREAmid a landscape where artificial intelligence and high-performance computing chips often steal the spotlight, it is vital to acknowledge that US domi...
READ MOREWhile 2024 proved to be a year of unexpected twists and turns, stock markets rallied ahead and economic indicators suggest a cautiously optimistic out...
READ MORETrustees must remain accountable for managing service providers and ensuring strong governance to prevent any disadvantages to members. Greater pub...
READ MORE