News & Insights
Fed holds rates steady despite concerns over inflation
29 Oct 2026
The Federal Reserve voted Wednesday to keep benchmark interest rates on hold, opting to take a patient approach in its fight against inflation despite mounting evidence that price pressures are proving more nettlesome than policymakers…
Read moreASX to lift after Fed rates call
29 Oct 2026
Australian shares are set to tick higher after the US Federal Reserve held interest rates steady. S&P/ASX 200 futures were up 22 points, or 0.3 per cent, to 8882 near 6am (AEDT). Fed chairman Kevin…
Read moreCaledonia promises to back more stocks after year of horror returns
Caledonia, the prominent Sydney hedge fund that invests on behalf of some of the city’s wealthiest families, says it has reassessed its key holdings as it tries to reassure restive backers to stick with the…
Corporate Travel’s battered investors rewarded with 45pc bounce
For most of this year, fund managers stuck holding shares in Corporate Travel Management have been slashing the value of their positions in the travel services provider after an accounting scandal prevented the stock from…
Investors are doing just as well this year by shunning AI. How to invest if the tech trade keeps fizzling
A version of the S&P 500 without AI briefly pulled ahead of the traditional index this year and is now neck-and-neck as investors rotate into other areas of the market. A proprietary Goldman Sachs index…
Biotech stocks are surging. How investors can play the new drug innovation boom
Moderna gave investors a scare as its stock plunged on Thursday. But it’s still one of the hottest biotechs this year. And it’s hardly alone – the sector is on a roll and looks poised…
Why private credit’s reckoning could be good news for investors
Australian investors are not discovering a fatal flaw in the sector after the collapse of Bathla Group; rather, they are confronting a test that comes with scale. The question investors used to ask their private…
Bonds and Warren Buffett’s Berkshire are flashing a warning to markets
For the vast majority of this year, the big story in global markets has been the relentless rise of bond yields. Probably the world’s most watched market indicator, the US 10-year Treasury yield, surged from…
ASX to fall after oil resurgence ahead of huge week for investors
The sharemarket is set to open lower on Monday after a lurch higher in the oil price on Friday, as investors brace for a huge week of market-moving events, from key inflation data in Australia…
Nvidia’s role as AI financier faces first big test as neoclouds take market hit
Nvidia’s emergence as financier for the global AI buildout is facing its first major stress test as credit markets tighten for key partners. After creating the chips that powered the early stages of the generative…
Traders weigh cash rate above 5pc after RBA’s warning shot
Financial markets are starting to price in the possibility that interest rates in Australia will climb above 5 per cent early in the new year after the central bank fired a warning shot on inflation…
Brent crude tops $113, highest level since May, after Trump hints at action on Iran
Oil prices spiked Thursday as investors fear escalation in the Middle East with the U.S. reportedly planning to resume strikes against Iran. Brent crude futures gained 4% to close at $113.17 per barrel, the highest…