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Heightened risk factors like a rapidly cooling labor market mean the economy is more vulnerable to a negative shock. Tariffs ...
Acquisition unlikely to improve prospects in the US and detracts from other opportunities. Xero ( ASX: XRO) is acquiring ...
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Nine Entertainment ( NEC) declared a special dividend of AUD 0.49 per share on Aug. 27, 2025, as part of the distribution of ...
This week, Portfolio Manager Joel Grosvenor unpacks rising US unemployment and its impact on rate expectations, ahead of next ...
The government wants to increase the supply of clean energy and housing but doesn’t have the resources to do so. The super ...
A new brand of capitalism may be emerging - one where governments take equity in private companies. Is it state overreach, or ...
This week’s Chart of the week comes from the equity research team who conducted a sector review for US Technology. Tech now ...
A lot of the information at an investor’s fingertips today has little long-term value. The modern investing greats are not ...
The $10 billion is wholly incremental to our prior forecast for 60% AI chip growth in fiscal 2026. Management indicated that ...
We are surprised that Teck agreed to the merger on these terms, and wouldn’t be surprised if there is a twist in the tale.
Valuations can rise much further from their current levels, boosted by supportive monetary policy and positive investment ...