A miner takes back the top spot, while Aussie tech has so far avoided big short interest despite huge selloff. Will it last?
Together, these persistent forces point toward a durable, demand heavy environment for commodities. These are the building blocks of what we perceive as the early stages of a sustained commodities ...
Seth Klarman’s Baupost opened a brand new position worth approximately US$490 million. Bridgewater increased its existing holding by 73%, adding over 820,000 shares. Soros was so bullish that he added ...
Matt Heine says growth is shifting from platform wins to adviser productivity, technology gains and deeper client engagement.
The sell-off is real. But for SaaS companies with genuine moats, this is exactly the kind of entry point you've been waiting for ...
This may all come as a timely reminder to investors hurting from CSL (ASX: CSL) that there are plenty of other fish in the ...
Most significantly, copper accounted for more than 50% of the BHP's overall revenue for the first time in the company's ...
As chief market strategist for Lazard Asset Management, Temple is tasked with keeping his finger firmly on the market pulse, and distilling the data into actionable investment ideas. In this interview ...
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 ...
Atlas' Hugh Dive on why he's backing JB Hi-Fi despite valuation concerns and what sets it apart from struggling rivals.
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