GROWTH AND VALUE

The world's biggest banks are back. Tom Wickenden explains why they now offer stronger growth, rising dividends and value.

QVG Capital knows small caps, and, despite a stellar 12 months, they believe share prices of such companies still have a way to run.

1H 2024 saw a significant performance disparity in the global stock market, driven by US trends and characterised by several key factors:

Having recently affirmed its FY24 guidance of ~$12m EBITDA, we think a low single-digit PE multiple undervalues this growing business.

It’s a new year. The Australian Open has been played & won. It’s time to refocus on the road ahead- 5 key opportunities we see for 2024

Most global equity funds started in the red but had strong gains in the final six months of the 2022-2023 financial year.

Worrying about value or growth? Why not have both say Magellan – just keep an eye on quality

A 60% payoff upside from even one ASX-listed company might be a pipedream for many investors, but it’s simply par for the course for the highly experienced Monash...

It’s easy to get bogged down in current market dynamics when a lot of energy is expended on predictions, but Bob Desmond, Portfolio Manager of the Claremont Global...

We talk a lot about US monetary policy, because they are an economic superpower, and what they do affects asset classes everywhere.We had jobless claims out overnight,...