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.

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

In the past week and a half, Iran’s Supreme Leader has been assassinated, oil surged from around US$72/bbl to as high as US$119.50/bbl, the Strait of Hormuz closed, and local markets corrected by ...

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 ...

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 ...

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.

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% ...

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

Is there a better version of your favourite ASX stock overseas? We compare Australian stalwarts with global peers on P/E, ROE and dividends.