Emanuel Datt on why he's not sold on the AI hyperscaler thesis but still seeing plenty of opportunities across the market.
Complacency not catalysts will trigger the next 20% fall, and it could happen within 4 months ...
It wasn’t the only winner, but some of the other stocks have struggled over the last six months. However, instead of shying away from these picks, in this wire four of those fund managers examine what ...
A softer June CPI may offer relief, but persistent inflation pressures suggest it is too early to declare the RBA is done.
Allan Gray analyst Tim Hillier opens the firm’s latest quarterly commentary with a blunt assessment of where office real estate sits today. “Office real estate is out of favour,” Hillier says. “This ...
The expansion of investor access to private equity has seen the market undergo a fundamental transformation that makes the opportunity set genuinely more compelling than it was even five years ago.
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