The investment landscape in 2026 is being shaped by a mix of slower global growth, higher energy prices, and a return of inflation pressure that many markets had hoped was behind them. The IMF now projects global growth at 3.1% in 2026 and says inflation is expected to tick up before resuming its decline in…
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Knowing how to read a balance sheet is a key skill investors need to know, because the balance sheet is the most underrated document in an annual report. Most new investors skip straight to earnings - perhaps not knowing how importance the balance sheet is or having an appreciate but not knowing how to read…
S4 hits 71% contracted as utilisation jumps 60% to 667MW
NextDC (ASX:NXT) has added 250MW of contracted utilisation, a 60% jump in its total contracted base since December 2025. That tells us demand is now hitting at a much larger scale and appears increasingly tied to the new S4 development now that approvals are in…
Every investor eventually faces a version of the same fundamental question: do you buy what is cheap, or do you buy what is growing? The debate between value and growth investing has occupied financial minds for decades, produced competing camps of devoted practitioners, and generated mountains of academic research — much of it contradictory. Both…
A familiar scene plays out on earnings calls. A legacy casino operator talks about hotel occupancy and foot traffic, then pivots to app engagement, wallet adoption, and product release cadence. That pivot matters. Online casino now sits at the centre of many listed gambling strategies because it scales differently to venues, and it shifts where…
