Liu believes investors can look across the entire supply chain in search of AI beneficiaries - noting that energy companies and utilities are also likely to benefit. For example, Origin Energy ( ASX: ...

What is the bear case and bull case for the company's outlook?

While private credit is all the rage, experiencing phenomenal growth, things are only just getting started according to ...

Artificial intelligence doesn't just affect tech. As Munro Partner's Nick Griffin explains, it affects every industry on the planet.

This episode was taped on Tuesday 3 September 2024. In the world of active stock picking, you've got to have a point of ...

In this episode of Inside the Rope, David speaks with Michael Rosen, co-founder and CEO of Context Capital. They discuss his ...

For the first time in four years, the world's most consequential central bank, the US Federal Reserve, has cut interest rates ...

Global Data Centre Group (ASX: GDC, Mkt Cap $248m) and US Masters Residential Property Fund (ASX: URF, Mkt Cap $247m) remain ...

Global growth momentum has softened somewhat in recent months, led by slower growth in the world’s major economies. We see ...

The baby boomer generation has transformed society in countless ways — they’re now poised to revolutionise the residential ...

Neuberger Berman's Gabriel Ng shares why he sees private equity as especially well-placed to navigate what might be coming ...

China’s policymakers have announced a significant package of easing measures designed to lift China from a state of ...