australian equities

AI disruption, energy shocks & momentum are testing investors. Dion Hershan explains some of the decisions he’s making for the decade ahead

AI is accelerating software’s product cycle while cutting costs. The best companies are turning those gains into growth.

AI, energy and infrastructure are reshaping markets. The experts reveal where the real opportunities lie and two trends to watch next.

Is there a better version of your favourite ASX stock overseas? We compare Australian stalwarts with global peers on P/E, ROE and dividends.

A post reporting season rapid fire wrap up of the reporting season that was with the Yarra Capital Management equities team.

Luke Laretive, Emanuel Datt, Romano Sala Tenna and others share their hottest rotation ideas across ASX small, mid and large-caps.

SaaS-pocalypse talk ignores the cycle after buying expensive growth

Doug has built businesses and crossed continents, now he brings that same mindset to investing in good ideas and innovation.

A strong first half, upgraded guidance and stabilising market share have investors reassessing the turnaround story.

WiseTech Global: a case study.