Trump’s pivot on fiscal and trade policy has changed our macro view. We no longer expect a recession - here’s why we’ve ...

With the US dollar under pressure from Trump-era tariff policies, now may be an opportune time to consider a hedging strategy ...

The precious metal has had a great run but Bitcoin offers a new narrative - and investors are starting to take notice.

Shares have rebounded on Trump’s tariff retreat, but his erratic policy shifts could weigh on long-term return expectations.

The latest Sohn Conference was held in New York overnight - here are the key insights from some of the world's best stock ...

As the market questions the return on investment on Artificial Intelligence capex - Tencent demonstrates the power of its ...

With Trump driven news flow in 2025 already exceeding Biden’s entire four years of Presidency, it’s a useful time to step ...

The AUD/USD is hovering near crisis lows, but the economy is fine. What’s behind the drop, and is now the time to hedge?

Many investors have never heard of Eurofins Scientific, yet this French-based global leader in testing is woven into the ...

Gold continued its ascent in April, breaking the US$3,500/oz mark in intra-day trading during the month. While gold pulled back from its record highs, it still finished strong, above US$3,300/oz and ...

Few investors have shaped the modern market like Warren Buffett. In his 60+ year career, Berkshire Hathaway’s share price has ...

Given US equities’ recent performance investors will be assessing what conditions are necessary to re-enter the market.