Insights

Solid earnings and rising M&A activity spur steady gains for US stocks.

Big companies are just as much to blame as unions for lowering productivity but some conservatives' black-and-white view of IR could get in the way of justice.

The government may be looking to take advantage of the strong IPO market by fast-tracking its float of Medibank Private, while 21st Century Fox makes a play to become the world's biggest media company.

Wall Street responded positively to Janet Yellen's optimism on the US economy, while solid earnings and M&A activity also boosted sentiment.

In a perfect world, investment decisions would be made by rational investors on the basis of market fundamentals. But in reality, errors, bias and political interference are major obstacles.

A grand compact between unions and business is needed to usher in the economy's structural transformation, but such long-term vision is likely to be a casualty of ideological warfare.

The consensus view on our economy is benign … and some forecasts could create a perfect environment for investors.

SDI is well positioned for growth, with new products and efficiency efforts leading to a recent profit upgrade.

This week we look at Transurban, Fortescue Metals Group, Alumina, Navitas and Energy Resources of Australia.

Buying yourself a future income stream is rarely a full solution, but it may be very useful in combination with other strategies.

Qantas is now open to foreign investment, and a potential associated restructure. But who would want to buy into the airline in its current state?

Drilling services provider says it has been considering all options after restructure talk.

Upbeat Chinese GDP data, hint of early US rate hike not enough to move local investors.

The David Murray-led panel seems to have a conflicted stance on banking competition, while its views on consumer protection are a backwards step for the industry.

Mineral sands miner lifts production but sales volumes and prices slip.

Drilling services provider in trading halt after shares tumbled on news of restructure talks.