There's constructive signs for Qantas, but it must prove it can manage competition while staying disciplined on costs and ...

It’s no wonder that investment funds that focus on “great businesses” often own Auto Trader and businesses like it for the ...

Data centre revenue – key for the street as it proxies AI demand – is up an absurd 75% from a year ago. This result confirms ...

When Charles Dickens opened A Tale of Two Cities with his now-famous line, he was describing a world defined not by a single prevailing condition, but by sharp contrasts existing at the same moment in ...

In Part One, we argued that the market's indiscriminate repricing of software companies fails to distinguish between ...

A strong first half, upgraded guidance and stabilising market share have investors reassessing the turnaround story.

It was a year dominated by the themes of Trump and AI. But through the year, we also saw a lot of speculation creep into the ...

Automation is accelerating. Artificial intelligence is reshaping supply chains in real time. Most investors express those ...

Hundreds of billions of dollars are being spent on advancing AI. AI capability has surged but the costs to "AI Appliers" have ...

By deploying capital when others are sellers, investors can acquire stakes in dominant technology franchises at a discount to ...

2026 should reward investors focused on quality assets, valuation and long-term fundamentals rather than short-term ...

A secure 5% yield, 3–7% dividend growth, minimal operating risk. IML's Michael O'Neill shares why Dalrymple Bay remains a ...