There’s some early evidence the equity boom is entering a bubble phase. Bubbles can last and keep inflating for a long time.

While Telstra’s share price is up about 80 per cent since the lows of Covid in 2020, the shares are trading at about where ...

In this week’s video insight, the focus is on Rolls Royce’s groundbreaking technology that could transform the green energy landscape. They have partnered with Skoda JS to manufacture components for a ...

Parts of America’s industrial heartland are being transformed, and smokestacks and steel mills are being replaced by the ...

Importers and consumers, then, are likely to bear the brunt. The Yale Budget Lab estimates tariffs could add US$2,400 ...

In 2025, the U.S. enacted the most significant trade policy shift in decades, with average tariffs rising from roughly 2.4 ...

June 2025 quarterly results saw its share price react very positively, appreciating 9.6 per cent to A$41.46, at the time of writing. This follows on from an 18 per cent increase following its March ...

Trump (always) chickening out (TACO), and The White House proclamation – that tariffs won’t be immediately imposed on refined ...

QBE Insurance Group (ASX:QBE), a top 10 company in the portfolios of The Montgomery Fund and The Montgomery [Private] Fund, ...

Investors have faced wave after wave of uncertainty – from fluctuating interest rates, persistent inflation and more recently, volatility driven by U.S. President Trump, Xi Jinping and Vladimir Putin.