Delayed tariff drag, fragile resilience As 2026 begins, global markets are sending a deceptively calm signal. Tariffs remain ...
You get solid dividend income, and the benefit of the franking credit system, without some of the volatility of many ...
On the surface, 2025 looks like a solid year for markets. Beneath the headline returns, it was anything but straightforward.
Owner of 62% stake in REA (realestate.com), which is currently considered a possible AI loser. Perhaps the LLMs (ChatGPT et ...
Inflation-linked cash flows and a capex supercycle suggest listed infrastructure remains mispriced as growth improves.
Fund performance is typically viewed over longer timeframes than one year (i.e. three-year and five-year rolling periods).
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