Daily FNArena News - International

All | Australia | Book Reviews | Commodities | ESG Focus | FYI | International | Small Caps | SMSFundamentals | Technicals | Treasure Chest

Latest Stories

Enterprise software is undergoing its most significant reset in a generation. Franklin Equity believes investors who treat software as a uniform asset class will make costly mistakes

Jun 01 2026

Investors should draw more confidence about the AI infrastructure boom from Nvidia’s latest quarterly update, Janus Henderson argues

May 25 2026


AI is changing the world in many more ways than investors might realise. Time to adjust investment strategies, argues MFS’ Robert M. Almeida

May 21 2026

Capital markets are changing with tectonic plates shifting at their greatest velocity for the past 40 years

May 08 2026


Previous Stories

The Great Rotation: End Of Easy Compounding

May 04 2026

As AI is creating a new world, financial markets are poised for change too, and well-diversified, active managers might find themselves in the new sweet spot, T. Rowe Price argues


George Noble Interview: Investing For The Future

Apr 23 2026

Investing legend George Noble recently chatted with FNArena’s Danielle Ecuyer to breakdown how equity markets have changed, how investors can navigate the noise and volatility, and the investment themes (and stocks) he likes


The Rise Of State-Led Capital In Southeast Asia

Apr 16 2026

The trend for increasing government intervention throughout South-East Asia should be on Australian investors’ radar


The Formidable Resilience Of Global Credit

Apr 15 2026

Macro Talking Points from Benoit Anne, Senior Managing Director and Head of Market Insights, MFS Investment Management


Op-Ed: Why Lending Needs A New Trust Model

Apr 08 2026

Traditional documentation checking practices are becoming increasingly more unreliable, posits Digidentity’s MD Fred Slikker, so what’s the Finance industry’s response?


Interview Michael Howell, CrossBorder Capital

Mar 31 2026

Michael Howell recently sat down with FNArena in London to explain global liquidity, where it is in the cycle and how investors should be positioning in light of the cycle


Emerging Markets At An Inflection Point

Mar 20 2026

Global market dynamics are changing, and to the potential benefit of Emerging Markets, according to Ernest Yeung, Portfolio Manager, Emerging Markets Discovery Equity Strategy at T. Rowe Price


Iran Disruption Now Market’s Base Case

Mar 18 2026

Daleep Singh, Vice Chair and Chief Global Economist at PGIM, explains the many ins and outs from the current oil supply shock, and why he remains positive on the US economy and equities


Five Reasons To Be Bullish On China (And One Key Risk To Be Aware Of)

Mar 05 2026

The Chinese market is going through one of its most important transitions in modern economic history. Maybe investors should review their perception too?


A Healthy Correction Underway

Feb 12 2026

Yesterday’s Champions are today’s punching bags and vice versa. Stephen Auth, Executive Vice President, Chief Investment Officer, Equities at Federated Hermes explains why and why this process isn’t over yet



Analyse The Market From A Different Angle