Growth

A contrarian AI thesis, surprising stock picks and a warning for investors chasing expensive growth.

SK Hynix soared past US$1 trillion on Wednesday, but Minotaur Capital’s Armina Rosenberg thinks its ascendency is far from over.

Viola's Daniel Kelly sees pain for growth assets, renters and first-home buyers. Chris Brycki fears behavioural fallout.

Will removing the 50% CGT discount push more investors into dividend producing equities?

AI will reshape everything. That doesn’t mean today’s leaders will win. A global fund manager reveals where value is emerging.

Seven fund managers walked into a sell-off and came out with a shopping list. Here are the 16 stocks they're backing.

When markets swing wildly, fundamentals take over. Jun Bei Liu and Oscar Oberg share the stocks and strategy guiding their portfolios.

After two decades of dominant themes, growth investing is evolving. The next winners won’t be obvious, but that’s the opportunity.

Investors are piling into safety trades, driving valuations higher and narrowing the market’s leadership.

For a century, value has virtually always beaten growth. And despite lagging over the past decade, its prospects again exceed growth’s.