Equities Research

Mining analysts have used cost curves for decades. Applied to AWS, the same tool points to a revenue path well above what Wall St. expects.

As AI commoditises information, investment edge is shifting. Airlie's Ray David explains why judgement may matter more than ever.

With top-tier returns across two funds, Ophir’s Andrew Mitchell explains the stock stories, signals, and strategy that made FY25 a success.

Alphinity's Bruce Smith shares where he and team have been making moves and why - and it's not what you might think.

Key themes and stocks to watch from the recently released Morgans 'Reporting Season Playbook'.

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...