With geopolitical risks and deglobalisation increasing, investment opportunities are emerging beyond renewables and ...

For instance, Aristocrat Leisure says a single US cent change in the AUD/USD exchange rate could translate to an estimated ...

The United States has spoken. President Trump will return to the White House in the new year. But how can we cut through the ...

Glenmore Asset Management's Robert Gregory has outperformed over an extended period. Here, he shares some insights as to how.

In Australia, growth is expected to improve but remains below trend, with government spending the key driver ahead of the ...

Like Lego, the value of investment models is not in the individual pieces. It's the combination of the pieces that can create ...

Lithium minerals markets have been dynamic over the past few weeks, with prices staging a modest rally. We check up on the ...

As long-term investors, you should be investing across cycles – not just for the shorter term, and there’s positive news for ...

No free lunches in investing... Can your own behavioural risks inhibit you from being a successful factor investor?

Payton Capital manages $1.6 billion and is a specialist in Australian commercial real estate debt. According to Payton ...

Duration is a key one obviously, because that can make a big difference to the added value within the portfolio moving that ...

L1 Capital's James Hawkins recently conducted a webinar discussing the Catalyst Fund. Here we summarise the highlights of the session.