Investment Perspectives: Maybe it's not "just like 1999"
Global equity markets continue to rise on the back of a surging US equity market. The source of the gains remains largely in the large cap ...
Investment Perspectives: Data Centres - An update is required
The AI boom has reshaped the data centre landscape at a pace few anticipated. Since our May 2024 whitepaper on the AI theme and its implications for ...
Investment Perspectives: Riding the silver tsunami
The aging population presents a powerful investment theme, but as the recent legal setback for Lifestyles Investment Communities (ASX: LIC) shows, ...
