australian equities

Murdoch is joined by Romano Sala Tenna, one of the founders & PMs at Katana Asset Management to discuss their long-only, listed ASX strategy

Fund managers see a lot to like in global and Australian equities markets that fit their bottom line

As is the case with every results season, August 2023 revealed multiple surprising outcomes, including in Winners and Losers for the season.

The Montgomery Investment Management team look at one of the ASX's most well-known tech stocks.

After exceeding $21 per share in late-2021, Megaport Limited (ASX:MP1) experienced a very rough 17 months. The company now seems to have its mojo back from the trough...

Sentiment is positive while Confession Season is back, but only in a relatively mild way. Expectations are low. What to expect from August?

Join us as we talk to the Merlon Capital Partners team about their investment process and how they achieved the results they did last year

When reporting on 12 month investment returns, the starting point is as important as the finish line, a fact investors should not ignore.

Most people associate Wesfarmers (ASX: WES) with some of Australia’s best known retail names such as Bunnings, Kmart and Officeworks. While this is where the bulk of...

Annuities provider well positioned for rising interest rates and structural growth in retirement savings.

A strong board aligned with company management is crucial to a company’s fortunes, so where do institutional investors see the top boards?

Investors had better not fall into the "AI is but a temporary bubble" trap, because tomorrow's future is about to be rewritten.

Investors will soon find out whether forward indicators signalling the US economy will slide into an economic recession are correct.

Since listing in 1999, the share price of REA Group (ASX: REA) – Australia’s leading online property portal – has risen from around 50 cents to around $140. So you’d...

Appearances can hide the real picture, as is the case in today's financial markets.

Cash flow is king and not every company will be able to back up its stories with facts.

Macquarie noted four key market themes, upgraded some stocks and downgraded others in its 2023 Conference. In this wire, I'll explore these.

In this video Roger discusses why calendar year 2023 could be a good year for investors. Disinflation has always been positive for stocks, particularly innovative...

Are rising asset prices at a time when the global economy is heading for recession too good to be true?

WaveStone Capital’s Henry Hill believes success comes down to sustainable competitive advantage and exploiting the herd. Here’s why.