ClearBridge's Andrew Chambers says the energy infrastructure company is well-positioned to keep providing steady defensive growth.
The ASX 200 has hit a record high, but a narrow rally led by banks and resources companies raises questions about its staying power.
Bunnings steady, Kmart manageable, lithium volatile. Wesfarmers remains dependable, but the multiple is demanding says Jim Power.
Telstra hits all-time highs after topping interim dividend expectations. But is the valuation getting ahead of itself?
The US trades at a 20% premium to its long-run relative multiple, sitting on the 75th percentile. Quality and growth are above trend. Meanwhile, value, emerging markets, Europe, and mid-caps all sit ...
Netwealth ( ASX: NWL) reported a strong first half on Wednesday, with a broad beat against market expectations and record funds under administration. The stock finished the session up 13.5% and is up ...
A miner takes back the top spot, while Aussie tech has so far avoided big short interest despite huge selloff. Will it last?
Seth Klarman’s Baupost opened a brand new position worth approximately US$490 million. Bridgewater increased its existing holding by 73%, adding over 820,000 shares. Soros was so bullish that he added ...
Together, these persistent forces point toward a durable, demand heavy environment for commodities. These are the building blocks of what we perceive as the early stages of a sustained commodities ...
Matt Heine says growth is shifting from platform wins to adviser productivity, technology gains and deeper client engagement.
Most Australian investors are heavily exposed to US tech and little else. Here's what they're missing according to Cameron ...
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