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Buying ‘value’ companies could once again be the dominant factor for generating alpha over the medium term as ‘sticky’ inflation persists.

The RBA is hierarchical, insular, supercilious, hubristic, and resistant to outside influence.

The dominant macro narrative for copper is well passed its use-by date, says Mark Gardner at Maqro Capital.

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

Global smaller companies are under-owned by investors because they are perceived as ‘risky’ investments. They are also inadequately analysed and inefficiently priced....

The cyclical nature of cloud spend is a positive signal, demonstrating the flexible and scalable nature of cloud computing.

Shares had a strong start to the year seeing gains into early February around or above what we expect for the year as a whole. But we still expect that it will be a...

If you think a company must be ‘value’ because its share price is down 50%, look again.

In this episode we are hugely fortunate to have an absolute leader in their very specialist field join us on the show. Our special guest is Mr Paul Anderson, CEO and...

This article was written by Richard Montgomery This year marks the 20-year anniversary of the SPIVA scorecard, the go-to report for investors and others interested in...

With a laser focus on ASX penny stocks, Patrick likes to eyeball management and employs painstaking research before buying or selling

ARK Invest is out with its annual list of big ideas and investments which pair with those ideas. This wire summarises the best of them.

With nearly US$500 billion in assets under management, KKR sure know how to find winners. Now, you can hear about how they do it.

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

I discuss how our intrinsic approach to assessing a company’s worth helps us identify undervalued businesses

Ratings, consensus price targets, and FNArena insights on each stock covered feature in the following article

Despite the rebound in iron ore prices in recent months, the former Morgan Stanley strategist argues a bar in Bangkok would be a safer bet.

The traditionally emissions-heavy sector is working to make sustainable change and Goldman Sachs believes it’s time to recognise this.

Rick Pegus, CEO and Chief Pilot of Navair, has always wanted to fly. Now, he says you can too for a fare that won't break the bank.

It's one of the best environments for small and micro-caps in some time, according to Wilson Asset Management's Tobias Yao and Oscar Oberg.