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28 May 2024 • By Brent Puff • 1 min read
While investors may have benefited from the strong rise of the Magnificent Seven, the tide could turn and the risks of being concentrated in these sto...
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It was the late great (at least in economic circles) Noble Prize-winning economist Harry Markowitz who said the only free lunch in investing is divers...
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Australia has some of the best dairy farmlands in the world, while strong supply and demand fundamentals are driving income returns and capital growth...
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The two themes that will drive investment returns over 2024 are actually themes that will impact investment markets for the next decade too. These ...
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Higher yields mean fixed income is well positioned in 2024. Global equities, as measured by the MSCI World Index, have delivered an annualised retu...
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The most opportune time in recent years for investors to consider the yield and diversification benefits that investment grade credit can bring to a p...
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But can strong technicals lead to stronger fundamentals? In the hit movie Honey, I Shrunk the Kids, the children were left bewildered when everythi...
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Raise your hand if you honestly thought year-over-year US headline consumer price index (CPI) inflation would peak in June 2022 at 9.1 per cent and st...
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The advances in artificial intelligence (AI) over the past 18 months alone have been enormous. ChatGPT and other large language models are now used...
READ MORE As keen students of history with a numbers-over-narrative mindset, we've noticed several key statistics signalling potential risks and opportunities a...
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