ASX commodity stock investors, but there were some bright spots if you knew where to look. Where does one look in 2025?
The Fed should forecast fewer rate cuts given firmer inflation, resilient economic growth, and the inflationary impact of ...
Jennings, who is Co-Head of Emerging Companies and Co-Portfolio Manager for the Small and Micro-Cap strategies, pointed to ...
"Moderate optimism" is how AI summarised the overall global outlook for 2025 based on the reports it analysed, with Goldman Sachs predicting another Goldilocks year across asset classes on the basis ...
The world is changing – and changing fast. With this rapid pace of change comes increased complexity for investors. Gone are the days of a rising tide lifting all boats – and of relying on passive ...
Australia's economic performance has deteriorated since mid-2022. Strong population growth is papering over the cracks, but the average household is still going backwards. • Some of this is due to ...
Elston Asset Managment's Andrew McKie shares his best & worst investments of 2024, as well as a factor that could have a big impact in 2025.
Potential market impact: Given a massive risk-off scenario is possible, investors could be bullish Yen and gold. Sophisticated investors could also take out hedges on the Nikkei 225 and/or the Topix ...
One such firm that believes the AI rally has even more legs to run is Goldman Sachs. In a note entitled "AI stocks aren't in a bubble" from September 2024, Goldman's Peter Oppenheimer noted that tech ...
While concerns around Big-tech valuations persist, the reality is that many of these stocks are more reasonably priced than they may appear. After a period of heightened valuations, the market has ...
Discover the intricacies of private debt, its role in the Australian market, and how it can benefit your investment strategy.
CPI report aligned with consensus expectations, likely confirming a Fed policy cut next week. Nevertheless, with monthly core inflation hitting its strongest rate since the inflation scare of early ...