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10 April 2026
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Ambitious Australia joins a long line of reports examining research and development, finding Australia has fallen behind its peers on many fronts. It urges bold reform to address declining productivity and research spending.
OpenAI’s business model isn't sustainable in the long run. If markets catch on, the company could face higher borrowing costs, or worse, and that would have major spillover effects.
Small and mid-cap companies aligned with long-term trends like security, climate and digital media can offer compelling growth opportunities. Here are three US stocks that are set to take off in 2025.
AI has helped markets to new highs and rightly dominated news headlines. Yet there are other themes, including niche ones such as gene editing, which are also expected to drive investment returns over the next decade.
As the S&P 500 rips to new highs, the US now accounts for a staggering two-thirds of the world equity index. This looks at how America came to dwarf other markets, and what could change to slow or halt its momentum.
We are living in a golden age for innovation in health care, and it's not just confined to obesity wonder drugs. For instance, scientists are manipulating human DNA to find new ways to treat a wide range of diseases.
In an age of artificial intelligence bringing transformative changes to industries, innovative companies will continue to win, and win big. Here's a guide about how to identify the companies with long growth runways.
Australia’s population rose by 497,000 in 2022, driven by a record net overseas migration of 387,000. It's a staggering number that's grabbed headlines, yet less talked about is the continued decline in our fertility rates.
The biggest structural stories in healthcare will involve cell and gene therapies, and genomics. Companies that supply those developing vaccines and other therapies are where the best investment opportunities lie.
Barry Lambert’s lessons apply not only to business, but to life and are an insight into the behavioural differences which make founder-led companies a special hunting ground for investors.
Supply chain pressures highlight the important role and economic value created by companies working to make our infrastructure more efficient. We review two logistics companies that are well positioned to perform.
With global population expected to decline from 2064, it’s easy to focus on the negative economic outcomes. But what about the positives, such as wages growth, sustainability, and innovation and productivity improvements?
One in five Australians die before retirement and most have not set up their super properly so their loved ones can benefit from all their hard work and savings.
Stay on top of the latest changes to superannuation rates and thresholds for 2026, including increases to transfer balance cap, concessional contributions cap, and non-concessional contributions cap.
An ageing Australia is shifting the superannuation system’s focus from accumulation to the lifecycle of retirement. While these pressures have been anticipated for decades, they are now converging at scale and driving widespread industry change.
The 20 years after Peter Costello left Treasury have been deemed wasted...by Peter Costello. The missed opportunities for Australia began long before.
The Strait of Hormuz closure due to US-Iran conflict severely disrupted global energy supply chains. While various emergency measures mitigated the crude impact, the refined product market faces unprecedented stress.
With the upcoming budget increasingly likely to include bold proposals to alter the tax code I’ve outlined three incremental steps with fewer unintended consequences.