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

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

In an era where software moats erode overnight, we are drawn to businesses fortified by hardware, patents, approvals and 20 yrs of research ...

After global markets sold off and oil surged yesterday, investors were bracing for further pain. What a difference a day makes. As the TACO truism goes, today Trump looked to chicken out on a ...

Oil prices have been extraordinarily volatile, but have risen sharply as about 20% of the global trade in oil will be out of action for some time. In real terms, oil prices are currently about 30% ...

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

Equity or credit in commercial property? We model the risk, return and downside trade-offs investors cannot afford to ignore.

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

Oil has surged above US$100, slamming the ASX. But energy stocks are rising. Here are the key ASX oil, LNG, and fuel names to watch.

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

Absent a quick transition to a friendly regime in Iran, which is a low-probability outcome at this stage, it’s fair to say that oil prices will remain elevated. How far they could go in the short term ...