ASX 100

Rio Tinto seems ready to capitalise on the long-term new energy thematic and the incremental value it can generate.

If inflation won't go away, which investments will perform and what should you avoid?

The companies these fundies believe will help investors ride a downturn.

ASX lithium stocks are about to enter their third year of general decline. Most of the major lithium names are down in order of magnitude 70-90% from the highs set in...

Ray David discusses the importance of Governance, and four Founder led ASX businesses to keep an eye on.

Qantas shares are flying high after a well-received trading update. What do the big brokers think about the stock now? Buy, hold, or sell?

While small caps have underperformed the past three years, we think valuations are looking attractive and the time is right to invest.

ECP Asset Management's Jared Pohl says the firms' deep research helps them see long-term opportunities that other investors overlook.

The ASX stocks that enjoyed the biggest upgrades and price target increases this week (plus those shunned with downgrades and cuts!)

First Sentier's David Wilson shares insights from 40 years of stock-picking experience.

High multiples on the ASX are presenting a painful scenario that has played out multiple times before says Lazard's Dr Philipp Hofflin.

Playing a pivotal role in Australia’s health transition.

In this episode, Antipodes' Jacob Mitchell and Magellan's Arvid Streimann analyse five stocks that could benefit from lower rates.

In this Fund in Focus, Charter Hall's Steve Bennett walks us through the value he is finding in the ASX-listed REITs sector.

Our key insights from a week of visiting companies in Western Australia, with 5 actionable ideas

Global bull market lifts Australia to fresh highs

One of the biggest lessons for Forager's Steve Johnson over the last 15 years has been to not dump your winners too early.

Antares is celebrating 30 years - Head of Equities Nick Pashias has been there for 25 of them. Here, he shares his long-term perspecitve.

Citi has revised its lithium forecast, noting a “cautious approach”. This means downgrades for some ASX lithium stocks within its coverage.

In this video, you'll learn why the team is bullish on the outlook for these six ASX large caps.

IAG’s pricing tailwinds and innovative reinsurance deals create a strong earnings outlook for FY 2025 and beyond.

...Here is where he is finding some of his best ideas.

How consistent and repeatable is your investment process?

Most investors agree, "founder-led" is a big tick, but what do you do when a founding CEO becomes embroiled in a scandal?