Lastly, he emphasized his favourite way to invest in AI is through power since data centers, robots, autonomous vehicles all need to be powered up. He also highlighted improving momentum in real ...

Equity portfolio teams must ask questions to determine where the narrative is overdone in a software industry facing ...

Investing right now feels hard. Pockets of opportunity exist but can evaporate faster than a puddle in the outback heat, while at the same time, there do not seem to be any standout opportunities that ...

Between tech giants and coal companies, the new rules of blue-chip investing might look different to the past.

What if investment fees could fund real social change? The Future Generation Women Fund is backing top managers while tackling inequality.

Trump may be pulling the pin on his Iran attack, and savvy investors should be looking to benefit, says Regal's Group Investment Director.

Private credit can offer strong income, but the quality of underwriting and loan structure will determine who survives the next cycle.

Markets are punishing companies despite solid results. One portfolio manager explains where he sees opportunity.

Investors have flocked into US assets. Eric Souders explains why emerging markets and flexibility may define the next phase ...

More generally, a sustained energy shock would be recessionary for the advanced economies, where IMF research has shown that "recessions associated with a severe oil price shock [are much worse] than ...

With investors fearing a “SaaSpocalypse”, Liu explains why she’s backing two businesses with structural demand and durable moats.

In an era where software moats erode overnight, we are drawn to businesses fortified by hardware, patents, approvals and 20 yrs of research ...