In an era where software moats erode overnight, we are drawn to businesses fortified by hardware, patents, approvals and 20 yrs of research ...

SaaS-pocalypse is probably overstating it. Changing the pricing model for the lines of code which underly every software business to a subscription fee rather than a one-off payment remains one of the ...

Amid AI disruption, fiscal uncertainty and stretched equities, Roy Keenan argues fixed income offers rare clarity and compelling risk-reward ...

Equity or credit in commercial property? We model the risk, return and downside trade-offs investors cannot afford to ignore.

Oil has surged above US$100, slamming the ASX. But energy stocks are rising. Here are the key ASX oil, LNG, and fuel names to watch.

With investors fearing a “SaaSpocalypse”, Liu explains why she’s backing two businesses with structural demand and durable moats.

Investors have flocked into US assets. Eric Souders explains why emerging markets and flexibility may define the next phase ...

Is there a better version of your favourite ASX stock overseas? We compare Australian stalwarts with global peers on P/E, ROE and dividends.

We take a detailed look at Hansen Technologies (ASX: HSN), a software stock which managed to avoid the worst of the selloff, partly through a strong result and also through its CEO effectively ...

The February employment report delivered significantly weaker-than-expected job losses, challenging the notion that the labour market was stabilizing after last month’s robust gains. Total non-farm ...

Rather than representing a destructive force, AI is accelerating productivity improvements across multiple sectors. The latest reporting season is already revealing tangible evidence of these changes.