equities

We examine the starkly different outcomes investors can experience with the same issuer.

Markets underestimated the disruptiveness of Donald Trump’s administration.

MA financial shares views across key asset classes including private credit, real estate, equities, private equity and venture capital.

Qantas (ASX: QAN) has posted a significant rise in half-year profits, demonstrating continued momentum in the airline’s post-pandemic recovery. The company reported an...

In Fisher Investments Australia’s experience, voters aren’t fans of do-little politicians—true whether in Canberra or Washington, DC.

ResMed’s (ASX:RMD) half-year FY25 results reflect a company that is not only thriving in its core business but is also strategically positioned to capitalise on future...

The prospect of the new Trump administration raising tariffs may have helped push up interest rate expectations, bond yields, and the US dollar. While US equity...

In this wire, we discuss the value that can be derived from investing with a top-performing CEO

Learn where investment experts see opportunity and risk within nine asset classes in this exclusive eBook.

Donald Trump’s radical policy agenda has created some financial market uncertainty, in terms of the outlook for investment returns.

Catapult’s journey to consistent profitability continues apace. Following its half-year results, we discuss why we like this company.

The US election and China's National Congress were important events. They will both matter for investors over the medium-term.

The Forager team undertook a research trip to Japan a couple of months ago, meeting more than 50 companies. Here's two that stood out.

The US election is nearly here. The opinion polls are close. What is not clear is what are the hopes and fears of ordinary Americans.

Amongst high performing funds, consideration of maximum relative drawdown adds value in fund selection

The concept of value is frequently forgotten but now is a good time to revisit it.

Part 1 of the highlights from our recent trips visiting management teams.

The current market’s valuation is among the top 3% of most expensive markets since 1881. Should investors be nervous?

Global share markets seem to be more concentrated as earnings growth has become scarce and focussed on a small group of mega corporations. These businesses have...

Rate cuts are coming. The Fed needs to get ahead of the curve but the economy is slowing rapidly. That leaves risks elevated for investors.