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2 January 2026
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Trump may be right on two trends: nations are shifting from aspiration to essentials and from global dependence to self-reliance, pushing capital toward security, infrastructure, and energy.
The US economy faces an unprecedented clash in leadership styles, but the President and Fed Chair could both take a lesson from the other. Not least because the fiscal and monetary authorities need to work together.
Buffett's surprise decision to step down as Berkshire Hathaway's CEO sparked reflection on his legendary legacy and concern for America’s future, as he warned of unsustainable deficits and possible cracks in U.S. exceptionalism.
While appointing a seasoned banker to lead a US sovereign wealth fund sounds promising, the plan itself could expose the country to massive risks, market distortions, and dangerous expansions of presidential power.
Equity markets have been lashed by Trump's tariff policies, yet REITs have outperformed. Not only are they largely unaffected by tariffs, but they offer a unique combination of growth, sound fundamentals, and value.
Investors are getting back to business after a tumultuous election year. Weighing up the fundamentals is complicated, however, by policy crosscurrents that splinter the outlook in several industries.
The return of Donald Trump to the US presidency brings the prospect of more US tax cuts and deregulation, but also more tariff hikes, trade wars and policy uncertainty. Here's what it means for markets going forward.
US Presidential elections can be divisive and unsettling, and at times, it can seem like the fate of the world hangs in the balance. But when it comes to investing, do elections really matter all that much?
Book reviews: Michael Lewis’ stranger-than-fiction take on how America’s public health mechanisms failed during Covid-19, and Nigel Inkster’s look at China, America and the struggle for technological supremacy.
A review of the performance of gold in the aftermath of prior US Presidential elections gives a feel for where the price may head, but with a wide disparity within the one-year figures.
If he wins, Joe Biden will enter office with a weak mandate relative to expectations due to the underperformance of his party, but the executive branch wields a great deal of power in the regulatory framework.
The US is days away from a presidential election with major repercussions for economic policy and investments in the US and the world. Views from First Sentier Investors and BNP Paribas Asset Management.
The superannuation system has succeeded brilliantly at what it was designed to do: accumulate wealth during working lives. The next challenge is meeting members’ diverse needs in retirement.
Two years ago, I wrote an article suggesting that the odds favoured ASX shares easily outperforming residential property over the next decade. Here’s an update on where things stand today.
I am a professional real estate investor who hears a lot of opinions rather than facts from so-called experts on the topic of property. Here are the largest myths when it comes to Australia’s biggest asset class.
In an interview with Firstlinks, CEO Mark Freeman discusses how speculative ASX stocks have crushed blue chips this year, companies he likes now, and why he’s confident AFIC’s NTA discount will close.
It might not be quite an ‘everything bubble’ but there’s froth in many assets, not just US stocks, right now. It might be time to stress test your portfolio and consider assets that could offer you shelter if trouble is coming.
I’ve been comparing property and shares for decades and while both have their place, the differences are stark. When tax, costs, and liquidity are weighed, property looks less compelling than its reputation suggests.