The software sector remains challenged by pressured valuations, uncertain recoveries, and less reliable sponsor support.

Competitively advantaged businesses with strong prospects for growing earnings at rates well above the market are currently on sale.

Anchoring is one of the most pervasive wealth-eroding behavioural biases in investing. It’s our tendency to latch onto an ...

In a very minor way, Berkshire shareholders have participated in the American miracle by foregoing dividends, thereby ...

The upcoming Budget risks feeling like a stealth tax grab on workers and investors. Here are five reforms I want to see.

Regulation allows the company to earn a fair return over time, but in exchange it agrees to limitations on the prices it can charge. The regulatory regimes governing National Grid, Ofgem in the UK and ...

Stocks are back at record highs. Is the rally real, or are markets sleepwalking into another crash? What you need to know ...

Chinese automakers have taken the global cost curve. Western OEMs have written down over US$65bn. We went to Shenzhen to see it first-hand.

While Ampol is widely recognised for its national convenience retail network, we believe the market underappreciates the ...

Atlassian's loss could be space stocks' gain. Rocket Lab, Planet Labs and AST SpaceMobile run hot ahead of Nasdaq 100 ...

The headlines on US private credit markets are alarming. How much of this applies to Australian investors? The short answer: ...

Gold is no longer just an inflation hedge. Commodities are no longer a footnote. And EVs are back. Here's why.