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Daily Market Update: 03 December 2025
Energy and miners prop up ASXThe Australian market recovered modestly on Tuesday as strength in energy and mining stocks provided a buffer against wider...
Daily Market Update: 02 December 2025
ASX stumbles amid technical outage and risk-off sentimentThe Australian share market began December on a downbeat note, with the S&P/ASX 200 Index (ASX:...
Japan’s second act: Masa Takeda on compounding through reform
After three decades of relative isolation, Japan is finally back in town as an equity market, as a sustained campaign on corporate governance starts to bear...
Forty years of fundamentals: Ram Rasaratnam on the evolution of quant investing
In an era captivated by narratives and noise, systematic investing, grounded in fundamental analysis, can achieve enduring success.
The overlooked complexities of alternatives – and how independent advisers can close the gap
Independent advisers are expected to evaluate increasingly complex strategies, with confidence; yet many simply don’t have access to the resources they need...
India’s economic pivot: The wide implications for asset allocation
India’s policy-backed transformation, improved market access and a broadening domestic investor base, makes a dedicated India sleeve a pragmatic way for...
Daily Market Update: 1 December 2025
Australian Market Overview The Australian market ended the week on a steady footing, with the S&P/ASX 200 finishing flat at 8614.1, though it still gained...
Daily Market Update: 28 November 2025
Australian market outlookThe S&P/ASX 200 index rose 10.8 points to close at 8,617.3, gaining 0.1 per cent, continuing a third straight session higher. The...
World in motion: AI, tariffs and the indeterminate future of capital
Bentham CIO Richard Quin dissects how tariff shocks, data-starved policy and AI euphoria are colliding to reshape rates, credit and risk, and explains why a...
Daily Market Update: 27 November 2025
Rally fades as inflation data dims rate cut hopesThe Australian sharemarket pared stronger early gains after October’s Consumer Price Index came in hotter...
Daily Market Update: 26 November 2025
Australian market edges higher on gold surge The Australian sharemarket posted a modest gain on Tuesday, with the S&P/ASX 200 Index (ASX: XJO) rising by...
Daily Market Update: 25 November 2025
ASX rebounds as rate-cut hopes lift sentimentThe Australian share market began the week on a strong note, with the S&P/ASX 200 Index (ASX: XJO) climbing...
Strategic realignment and innovation: Investing in China toward 2030
As the world contends with a new era of geopolitical recalibration and economic divergence, China’s evolving strategic posture presents both an opportunity...
The real winners of the AI revolution are hiding in plain sight
Don't miss the most compelling story in the AI world. A hint: it might not be front-and-centre in the headlines or the stratospheric share price rises.