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AFR Jonathan Shapiro: Where is all the credit market distress?

The corporate debt markets are just as jubilant as sharemarkets. But will it stay that way if interest rates remain high? ....

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NVDA: Nvidia soars after 'insane' Q4 earnings, artificial intelligence bulls cheer

Shares in the chipmaker have soared 10 per cent in after hours trading after the chipmaker smashed earnings expectations in the January quarter. ....

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'The hardest part of investing': Embracing uncertainty as an opportunity

The most challenging part of investing is uncertainty. According to Platinum Asset Management head of investment Douglas Isles, those who want to invest need to embrace unpredictability and use it as an opportunity. ....

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Fixed income investing: If bonds aren't cheap, equities can't be either

Interest rates may be at decade highs, but some of the world’s biggest fixed income funds say it’s still risky business to chase yield. ....

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Is the fossil fuel narrative simply too convenient?

With the energy transition set to take decades, avoiding traditional energy investments is immoral, according to Rajiv Jain, chief investment officer at the $100 billlion GQG Partners. ....

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