InvestSmarts Evan Lucas has written and spoken extensively about markets, the economy and financial behaviour. So what does he make of the current divergence between bond market pessimism and equity

As the economy slows, the booming stocks of recent years may no longer be firing up your portfolio. So where does growth come from?Listener favourite Roger Montgomery joins the podcast to share:Why

As interest rates fell over the last decade, investors sold their fixed income portfolios and sought yield in property, equity and other higher risk sectors. Now rates are normalising, a defensive hol

As rates normalise and the world economy slows, the obvious opportunities for growth may not be right in front of you. So what should an investor be looking out for when it comes to picking the winner

The dominance of big tech is still a key market driver, but recent events have accelerated the risks for investors in this sector. When youre looking for growth, what opportunities do new technology

The Australian dollar is generally considered a risk sensitive currency, so what happens when markets are attempting to assess a US bank collapse, still hot inflation, and employment numbers that coul

While many are blaming central bankers for misjudging inflation, rates and economic growth around the world, sharemarkets are hoping that they can engineer a soft landing. So how realistic is the mark

Sometimes a single statistic can tell a whole story. In a complex world, where rates and inflation are driving the narrative, 10 stats can tell you a lot about whats going on.Hugh Selby-Smith from T

The ASX was one of the worlds top performing sharemarkets in 2022, and has burst out of the gates in 2023. So how do investors position themselves when the top might be in?Jun Bei Liu of Tribeca Inv

History may not repeat, but it can tell us a lot about the likelihood of certain outcomes, even in unusual times. Julia Lee of State Street Global Advisors has read the research, and believes it could