consumer discretionary

Sustainability risk need not be about avoiding companies with poor performance; investment opportunities exist in a variety of sectors.

Ahead of his appearance at Livewire Live on 12 September, Antipodes Partners' Jacob Mitchell answers a handful of burning questions.

In this wire, Steve Johnson, CIO of Forager Funds Management and Gaston Amoros, Senior Analyst, discuss the market confusion

The market has become too bearish on retail stocks and we think earnings will be the catalyst for a rebound.

Here's how he's doing it...

A snapshot of the top undervalued picks by sector from Morningstar's Quarter 3 2023 outlook and a closer look at undervalued growth stocks.

The largely resilient Australian consumer is starting to slowdown. Here's what Macquarie is seeing and the stocks it favours going forward.

Are we seeing a turning point for consumer discretionary stocks? Here's what several brokers and two fundies think.

Last year was a torrid time for most asset classes and most investors, but at least there was no mystery over what created the chaos – rampant inflation. Higher...

Tipped to hold up better than most, JBH has a few traits others in the space don't, says Hugh Dive of Atlas Funds Management