The United States has spoken. President Trump will return to the White House in the new year. But how can we cut through the ...

Like Lego, the value of investment models is not in the individual pieces. It's the combination of the pieces that can create ...

As long-term investors, you should be investing across cycles – not just for the shorter term, and there’s positive news for ...

No free lunches in investing... Can your own behavioural risks inhibit you from being a successful factor investor?

The ASX lithium trade has been both rewarding and debilitating at times over the last 2 years. Those who have endured the ...

Payton Capital manages $1.6 billion and is a specialist in Australian commercial real estate debt. According to Payton ...

Duration is a key one obviously, because that can make a big difference to the added value within the portfolio moving that ...

L1 Capital's James Hawkins recently conducted a webinar discussing the Catalyst Fund. Here we summarise the highlights of the session.

Generative AI assistants are rapidly improving. We investigate how one assistant can help investors understand complicated ...

The incoming Trump administration’s pro-growth policies may be about to put the US Federal Reserve in a very tight spot.

Apollo Global Management's Eric Hanno believes you don't necessarily need to take on extra risk for your returns.

In a few weeks we’ll be a quarter through the current century. It’s a good moment to draw some conclusions. 25 years is a ...