Emanuel Datt on why he's not sold on the AI hyperscaler thesis but still seeing plenty of opportunities across the market.

Complacency not catalysts will trigger the next 20% fall, and it could happen within 4 months ...

A softer June CPI may offer relief, but persistent inflation pressures suggest it is too early to declare the RBA is done.

The expansion of investor access to private equity has seen the market undergo a fundamental transformation that makes the opportunity set genuinely more compelling than it was even five years ago.