australian equities

People that know me know that I love a burger. If it doesn’t work out for me as an investor it has been suggested − that with my list of 74 burger joints...

In my column today I analyse why ScoMo really won, noting that "during the week I advised my investors, media colleagues and friends that it would not be surprising if...

Investors have rewarded stocks demonstrating the ability to deliver growth while also exceeding market expectations. However, the multiples on some of these stocks are...

In early May the once highly popular ASX-listed funds manager Janus Henderson (JHG) released a rather underwhelming March quarter financial performance report. Among...

At the start of every year we publish our Equity Strategy Key Themes report, which as the name suggest discusses the key themes our team believes will impact asset...

The path forward for equity markets will be dictated by a number of cross currents that we are well prepared for. April is a seasonally strong month for equities,...

Another really strong day for Aussie stocks as traders position for further interest rate cuts locally following a weaker than expected print on inflation at...

Investors are forever on the hunt for steady and reliable income streams, which often come in the form of utilities, infrastructure stocks and REITs. And given the...

In this 4 minute video, Portfolio Manager Uday Cheruvu explains how Pact Group (ASX: PGH) may benefit from the scale it has built in the Australian packaging...

Boral Limited is a multinational company dealing in building and construction materials. Founded in Australia, it also has extensive operations in the United States...

Investors have had stimuli like QE and low interest rates to help drive growth in recent years. While the US leads a small retreat of liquidity, the fundamental parts...

After recent market volatility, Portfolio Manager Uday Cheruvu writes on some ways to get to the bottom of a tech company's true value. In 2000, when OneTel was the...

I always think of periods of market volatility as manageable brush fires - while still causing market nervousness they’re actually better for the long-term market...

We don't really break up between ‘growth’ and ‘value’. To us these constructs don’t really matter. The question is what is a company’s intrinsic value and, more...

There is one specific reason as to why I would caution investors to have high expectations about the local share market post October carnage, and that is because of US...