Picking on CSL as an example, much has been made of the extraordinary de-rate in CSL shares over the last five years as the ...

The global listed infrastructure sector's attractive characteristics remain intact, despite the high level of market ...

In a world where interest rates are higher for longer, capital expenditure must be justified – and returns demanded.

“Active managers have had a hard time, but when the tide goes out what you own matters a lot at a stock level. Getting asset allocation right matters most both in protecting the downside and ...

Paul: If you go back to when Trump was elected, lower rates, lower taxes, lower dollar, less regulation – they are all good things. So, you saw this bump in the market, but it then ran into what I ...