Consider Dimerix ( ASX: DXB) which signed deals totalling $1.4bn for future sales of its kidney disease drug across 2025. Or ...
As chief market strategist for Lazard Asset Management, Temple is tasked with keeping his finger firmly on the market pulse, ...
As AI tools like Claude Code and Openclaw made headlines in early 2026, a cascading fear gripped software investors globally.
So much so, that one of J.P. Morgan Asset Management's (JPMAM) five surprise predictions for 2026 - gold hitting US$5,000 - took less than six weeks to materialise. But it's still important to take a ...
Health care is firmly in a new era of innovation, driven by ongoing advancements across biotech, life science tools and diagnostics, and managed care and distributors. These developments are steadily ...
New Hope Group ( ASX: NHC) sits squarely at the centre of this tension. The Queensland and New South Wales-based coal producer released its latest quarterly update this week, reporting improved ...
Nine key charts worth watching are: business conditions PMIs; US tariffs; inflation; inflation expectations; profit growth; share market valuations; the rotation trade from tech to non-tech shares; ...
Why we won’t be relying on a recovery in software or a continuation of semi strength to drive future performance ...
Speed bumps are almost certain to emerge over the coming 11 months, but we are encouraged by the market’s resilience and participation ...
This could be the best setup for natural resources in more than 40 years.
Atlas' Hugh Dive on why he's backing JB Hi-Fi despite valuation concerns and what sets it apart from struggling rivals.
Back then, investors were still coming to terms with a brave new post-war world, and a radical new approach to investing known as Modern Portfolio Theory, now better known as the 60/40 portfolio. More ...
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