Australian growth

The macro veteran on the end of US exceptionalism, Australia is the “stagnation nation”, and the one country offering big upside right now

The US view suggests a weaker dollar, lower growth and long-term tariffs, but it's not all bad news, especially for Australia.

It’s rare to see a stock where your downside is supported but with capacity to grow sufficiently to be a 10-bagger, if things go to plan.

This $60m ASX-listed biotech, with a cutting-edge pipeline of transformative therapies, stands at a key inflection point for value creation.

Everyone loves a quality compounder. In this wire, we introduce five potential compounders worthy of investor attention.

In today’s ROCast Murdoch sits down with Andrew Mitchell Co-Founder at Ophir Asset Management to discuss outlook, TMDX, Life360 & more.

Environmental Group (EGL) is exposed to several secular growth markets and is run by a management team that has done it before.

Murdoch speaks with Kevin Bertoli the Co-Portfolio Manager of Global and Australian equities of PM Capital.

We introduce a set of rules to target companies that have a track record of delivering on ‘growth’. 

Journalist Donald Horne once proclaimed Australia to be ‘the lucky country’. Horne’s intent was to comment that, while other industrialised nations created wealth...

IPH Limited (ASX:IPH) is the leading intellectual property services group in the Asia Pacific region and its shares had fallen as much as 15 per cent from their 2020...

Over the past six months, the manic-depressive side of Mr. Market has come to the fore, especially in the technology sector. Anything even remotely related to the...

The Australian housing market is a source of endless barbeque conversation and media pontification. Potential first home buyers complain that they are perpetually...

The A2 Milk share price has seen one-way traffic since its full-year result in August last year, down 75% before basing out in May. Whenever we see a great brand...

It is always interesting chatting about the big macroeconomic forces impacting and influencing corporate profits, property prices and job prospects. But our main game...

In Part 1 of this collection, One industry growing multiples above the economy, I outlined why the cybersecurity industry is an investment theme worth your attention....

With the ever-evolving post-COVID landscape, some investors see risk and others see opportunity. Yet, the outlook remains layered and complex based on a range of...

Growth stocks dominated markets in 2020. So much, so that value investing has now had it worst run in twenty years. The speed at which these companies grew captivated...

The March lows from the impacts of coronavirus spelled the sharpest correction experienced in decades. Yet from this fall, we are experiencing a recovery almost as...

With interest rates heading to zero, keeping your money in the bank has become a poor way to increase – or even preserve – your wealth. A better strategy, I believe,...