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In this episode of "Inside the Rope," host David Clark welcomes back Tim Carleton, Chief Investment Officer at Auscap Asset Management, to discuss his fund's...

Fairlight’s investment mandate is to invest in wealth generating small and mid-cap businesses located outside of Australia. Provided there exists both a strong...

Murdoch speaks with Sunny Bangia, Global PM at Blackwattle about US housing, semiconductors, India, Brazil, AI & Memory, ecommerce & China

Should a sticky inflation release cause investors to revise their outlook for equities?

In the second part of our new series of The $10,000 Idea, Elston's small caps guru takes on the challenge.

Imagine a colossal gold mine, Australia's largest no less, where its scale and longevity could be confused for an iron ore mine in the Pilbara. Where massive trucks...

Get up to date on overnight market activity and the big events for the day.

During each cap rate softening cycle, we've tended to have inflation spiking and 10-year bond yields increasing.

U.S. Seniors Housing is attracting increased investor focus due to an aging population which will provide landlords with a demand tailwind coupled with some insulation...

Want to know who is buying and selling their own stock? Join Livewire's Chris Conway and Kerry Sun, and Dr David Allen from Plato.

Middle-aged Scottish men (of which there are a few in our office) tend to become subjects of good-natured ribbing. Some of it, admittedly, is deserved. One of the...

The threat of substitutes, or substitution risk, is when a customer either does something themselves, goes with a used rather than a new version of a product, or uses...

Coolabah Capital's Christopher Joye says market expectations have become detached from economic reality.

Acorn Capital's Rick Squire and Lowell Resources' John Forwood dissect the stocks exposed to the hottest commodity right now - uranium

TRUTH & LIES

Yarra's Dion Hershan is not afraid to think differently - his bold move away from some of the ASX's most-loved companies is proof of that.

In this edition of the Signal or Noise Rapid Fire, we take on the commodities world with lightning speed.

Gold stocks were strong all week – no surprise given the gold price is hovering at record highs. Today they were joined by uranium stocks.

Yield investing with data in a high interest rate environment

Weekly Update | 12th April, 2024