A recent US trip took us across five cities surfacing five thematics from an AI build-out to structural defence spending.

The Australian market saw a rebound to end FY26, up 4% for the three months to 31 March and rising 6.1% for the full year.

What a year it's been in Australian equities. The SaaSpocalypse in January and February saw tech shaken down to its bones. Then in March, the closure of the Strait of Hormuz sent ...

Despite persistent macro uncertainty, the global economy remains supported by the AI investment cycle. While the initial ...

BHP Group (hereafter “BHP”) is the world’s largest (by market capitalisation) mining company; by the same metric, it’s also Australia’s biggest corporation. It’s hardly certain, but it’s probably not ...

The ASX might have been characterised by anaemic growth and troubling dislocations, but the picture for global equities has been far brighter over FY26. Building on the strong performance of the top ...