Private credit can offer strong income, but the quality of underwriting and loan structure will determine who survives the next cycle.

Trump may be pulling the pin on his Iran attack, and savvy investors should be looking to benefit, says Regal's Group Investment Director.

Trump may be pulling the pin on his Iran attack, and savvy investors should be looking to benefit, says Regal's Group Investment Director.

More generally, a sustained energy shock would be recessionary for the advanced economies, where IMF research has shown that "recessions associated with a severe oil price shock [are much worse] than ...

Market volatility triggers panic. History shows the biggest risk isn’t the sell-off, it’s investors abandoning their process.

Oil just posted its second-largest weekly gain in 40 years. History says investors shouldn't panic but the next few months won't be smooth.

With investors fearing a “SaaSpocalypse”, Liu explains why she’s backing two businesses with structural demand and durable moats.

Investors have flocked into US assets. Eric Souders explains why emerging markets and flexibility may define the next phase ...

The copper backdrop may help. JPMorgan expects a refined deficit of around 330,000 tonnes in 2026, and for BHP every US$100 per tonne move in copper shifts EBITDA by roughly US$220 million to US$260 ...

Investors have disregarded one of the most important components of business value; durability. The asset heavy ‘nerds’ have made a comeback.

Amid AI disruption, fiscal uncertainty and stretched equities, Roy Keenan argues fixed income offers rare clarity and compelling risk-reward ...