Equities Research

Discover the eight themes emerging from our company engagements so far this year, and what it says about the balance of 2024 and beyond.

We've seen the income stocks, now we're looking at growth stocks in this edition of "Fundie vs AI: Who is the better stock picker?"

Investors are always looking for an edge. We've partnered with MarketMeter to see if we can uncover one for you.

Note: This article was written on May 6.  Across many asset classes—global equities, fixed income and cash—real returns have been deeply negative over 2022, as...

That an article discussing the benefits of aligned interests should even need to be written deeply concerns and somewhat surprises me. Nevertheless, it's clear from...

What is the equivalent of uncovering a buried treasure on the ASX? Finding a software business that is growing sales nearly 100% while trading on a reasonable profit...

Corporate culture is a hallmark of quality businesses, yet often overlooked by investors in favour of more quantitative touchpoints. A quality culture can drive...

The conventional wisdom today is that Facebook is a mature behemoth that is under intensifying risk of being penalised in a multitude of possible ways by regulators. ...

In April 2016 Greenland Minerals updated its Feasibility Study on its Kvanefjeld Rare Earths Project in Greenland. Since the original Feasibility Study had been...