CAPITAL CYCLE News & Analysis

Why do some companies grow exponentially in value and others do not? Understanding the difference between two types of moat can help.

Impressive full year results lifted the neobank's valuation even higher. The rally may be overdone.

If we ignore history we are doomed to repeat it. Investors have been tripped up again and again by too much capital chasing seemingly attractive...

Australia is arguably obsessed with property, seemingly more than most other countries. What drives this obsession and is it rational?

The next source of issues in financial markets is anyone's guess but a focus on quality will allow you to sleep at night.

Morningstar has some gold-rated options to gain exposure to this asset class, writes Nicki Bourlioufas.

DNR Capital's Jamie Nicol reveals how his Australian Equities High Conviction fund finds quality businesses that will endure difficult conditions.

Some see the Fed's unanimous decision to raise borrowing costs for the fourth time this year as a nod to global uncertainty while others says it...

Boosting your fixed income holdings to counter-act share market volatility is a risky play in a rising rate environment, writes Nicki Bourlioufas.

The founder and CIO of PM Capital names three US companies of interest, and one negative stock pick that may surprise investors.