Regal's Charlie Aitken doesn't bang the table very often these days but he says the recent capitulation in growth stocks is ...
Given the strong performance of most global indices, and the poor performance and high relative fees of many index-hugging ...
VanEck’s ALFA ETF blends data, computing power and long/short discipline to find winners and shorts across the ASX. Here’s ...
Canopy Investors breaks down where quality global growth exists today and why so much of it lies outside the U.S.
Cricket has arrived in markets where it was once invisible, and investors are moving with the urgency of those who see the ...
Global equities portfolio manager Scott Berg on Trump, AI, and how to navigate a bubble at a time of profound change.
The panic is real, but the price cuts are better. Find out why the smart money is ignoring the noise and hunting for bargains ...
In contrast, CBA has delivered almost no earnings growth over the same period. The blue bars show only 5% earnings growth in ...
The first ingredient of a highly successful takeover candidate is to buy it cheap to start with. When Forager first invested ...
RQI Investors reveal where real AI value is emerging and why infrastructure, not applications, will drive long-term returns.
US equity markets are clearly concentrated but whilst valuations are always interesting, they're not always important. The ...
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