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21 May 2026
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Technological leaps - from air travel to computing - has enriched society but squeezed margins. As AI accelerates, investors must separate progress from profitability to avoid repeating past mistakes.
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.
Data centres offer compelling growth prospects. But their potential hasn't gone unnoticed, and DigiCo appears to be buying properties in a seller’s market, resulting in better opportunities being found elsewhere.
What we know about DeepSeek so far could be a mixed bag for data centre owners like Goodman Group. However, it's worth remembering that AI adoption isn't the only thing that matters to the industry's outlook.
Members of First Sentier Investors’ Global Listed Infrastructure team hit the road to see what’s happening in key industries across the United States. What they found has big implications for utilities.
The copper market is barrelling towards a significant deficit and price surge over the next few decades that investors should not discount when looking at the potential for artificial intelligence and renewable energy.
With a high rate of adoption of the internet globally and the large growth in cloud computing, network-dense data centres are well placed to generate long-term returns.
A proposal to address Australia's 'stranded balances' in retirement by requiring super funds to transition members to pension phase at 65, boosting retirement income and reframing super as a source of income.
Here is a checklist of 28 important issues you should address before June 30 to ensure your SMSF or other super fund is in order and that you are making the most of the strategies available.
UK retirement expert, Guy Opperman, believes super funds are failing at supporting members in deaccumulation. Here is what Australia should do about it.
A retirement researcher's take on retirement and her focus on each of her six resource buckets to stay engaged during the transition and beyond.
The debate over the budget is increasingly shaped by frustration and perceptions of unfairness, rather than clear-eyed assessment of policy outcomes.
As the budget approaches debate continues about the need and method for addressing wealth inequality. Could reinstating wealth transfer taxes be the answer?