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12 September 2025
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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 recovery from COVID-19 is looking more like a K-shape, with some companies doing well while others struggle. The pandemic seems more akin to a black swan, exogenous shock than a structural downturn.
Each generation believes its economic challenges were uniquely tough - but what does the data say? A closer look reveals a more nuanced, complex story behind the generational hardship debate.
Australia could unlock smarter investment and greater equity by reforming housing tax concessions. Rethinking exemptions on the family home could benefit most Australians, especially renters and owners of modest homes.
This goes through the different options including shares, property and business ownership and declares a winner, as well as outlining the mindset needed to earn enough to never have to work again.
Everyone has a theory as to why housing in Australia is so expensive. There are a lot of different factors at play, from skewed migration patterns to banking trends and housing's status as a national obsession.
The creator of the 4% rule for retirement withdrawals, Bill Bengen, has written a new book outlining fresh strategies to outlive your money, including holding fewer stocks in early retirement before increasing allocations.
This AI cycle feels less like a revolution and more like a rerun. Just like fibre in 2000, shale in 2014, and cannabis in 2019, the technology or product is real but the capital cycle will be brutal. Investors beware.