ASX 50

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.

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.

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

Charter Hall’s Steve Bennett highlights a stock with a $40 billion funds management business that is basically priced at nothing.

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.

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?

What the market is missing on this healthcare stock

James Bay, Cygnus are the latest to see shares run on North American deals; Silver bulls rage as broker says ‘fill your boots’ with Andean.

Are all founder-led companies bottom-drawer stocks? Find out in the latest episode of Buy Hold Sell.

Paul Xiradis was inducted into the Funds Management Hall of Fame on Thursday night. Here, he shares the lessons from 45 years of investing.

The stage is set for an uptick in valuation and income growth for listed Real Assets. We discuss the assets we find favourable right now.