I joined Jess Maguire on ABC Statewide Drive to reflect on how strong global markets have been over the past three years ...

Indeed, about three-quarters of General-Purpose-Technology (GPT) booms share a similar pattern of colossal over-investment, ...

Back in October, I examined the emerging trend of interest rate cuts across the Western world, looking at why they were ...

On this episode of Over the Money Fence, I joined Nicola and Di to reflect on what really shaped markets in 2025, cutting ...

I joined Paul Turton on ABC Newcastle Mornings today to discuss the broader economic backdrop, including why interest rates ...

Last night, on ABC’s 7.30 news report with Michael Rowland, I discussed whether surging investment in artificial intelligence (AI) is pushing large technology companies to unsustainable valuations. I ...

At the outset, let me state unequivocally that no one knows whether the equity market will crash. The fact is, we can’t even ...

Today on Ausbiz with Juliette Saly, I explained that while low valuations in 2022 set the stage for strong returns, we’re now ...

Would you ask a barber whether you need a haircut? Amid the negative sensationalist media headlines – what Macquarie Chief ...