Shareholder activism in Japan. What is the opportunity, why does it exist, who is already invested, and what is the best way ...
In this paper "Own the Opportunity, Not the Index", I look at what happens when the same mechanism that made passive ...
Forget momentum. Here we revisit the Dogs of the ASX, rates last year's calls, and names two stocks primed for a rebound.
How Schroders is positioning for higher inflation, why credit is doing the hedging bonds used to, and the stocks momentum has ...
The year's biggest returns came from unexpected places, revealing how investor enthusiasm shifted well beyond Big Tech.
Plus, Australian Vanadium prepares to usher in new generation of energy storage for Australia with bid to build Kalgoorlie ...
As investor demand for resilient real assets continues to grow, Australian pubs are well positioned to deliver attractive ...
A year on, ChatGPT and Reece Birtles delivered a split decision (kind of), with one winning total return, and the other ...
The only thing approaching a free lunch in investing is diversification, says Wilson Asset Management's Nick Kelly. With the ...
The S&P/ASX 200 limped to a 2.7% gain in FY26, as miners carried the index, and darling sectors like tech, healthcare and ...
The broker argues investors are focusing too much on interest rates and not enough on what's happening beneath the surface of ...
The gap between the best and worst ASX 200 sectors just hit an all-time high. This financial year, diversification meant ...
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