Oksana Patron

The fundamental, proprietary research into industries and companies combined with consistent application of intrinsic value process and cashflow

Despite strong superannuation returns at the start of the financial year, super funds could be in for a rockier ride ahead with volatility expected to increase.

The post-election retracement in gold, driven by its negative response to the US election outcome and continued upward movement in bond yields and the US dollar, is expected to be a “near-term phenomenon”, as underlying fundamentals remain supportive.

Nvidia founder and CEO Jensen Huang has called for a radical transformation in data centre design, emphasising the need for “densification” to improve efficiency and reduce costs.

ASIC’s proposed review of private market transactions could dampen investor sentiment, leading to reduced trust and a slowdown in deal activity within the sector.

Demand from institutional investors was the main driver of growth in Australia's responsible investment (RI) market in 2023, as the industry continued to gain momentum.

Environmental, social, and governance (ESG) principles are expected to face further challenges, or even “weaponisation” under a second Trump administration, according to a research house.

With a softened global growth forecast in 2025 and geopolitics playing a growing role in reshaping the global economy, emerging markets are expected to make a comeback, outperforming developed markets.

The global economy is expected to face ‘another challenging year’ in the next 12 months, with the US showing resilience, while Europe and China will face ongoing secular pressures.

Australian small-cap stocks are poised for a “long-awaited” rebound, driven by their superior earnings growth outlook, according to market analysts.