australian retailers

Why we see opportunities in consumer-related stocks this year

AMP Capital

What’s next for Australia’s retailers?

Forager Funds

The bear case on ecommerce stocks

Watermark Funds

Why is the market valuing this stock so cheaply?

Datt Capital

One way to catch post-COVID upside

Firetrail Investments

Firetrail Investments

What's behind the wallet shift for consumers?

Nikko Asset Management

Discretionary retail thrives as we spend up big at home

Montgomery Lucent Investment Management

Adairs and Kogan benefit from COVID-19-inspired themes

Roger Montgomery

Montgomery Investment Management

Nick Scali reports strong sales in May and June

Roger Montgomery

Montgomery Investment Management

Three Antibodies for COVID-infected Retailers

Forager Funds