Growth

Why Pzena believes misplaced fear from the AI revolution is creating some of the best value opportunities right now.

Centennial Asset Management's Matt Kidman expects the Housing and Defence sectors to outperform over the next 12-24 months.

Tech has reshaped how we live. Now it’s changing how we survive. Jacob Celermajer on the medtech shift redefining modern healthcare.

Nick Griffin reveals the structural shifts driving Munro’s global growth strategy, from AI and obesity drugs to defence and beyond.

Google's Gemini disrupting Google?

Explaining CBA's inexplicable surge and why it's the Steven Bradbury of the ASX.

A stock hit by temporary disruptions and one that is growing faster than it can manage.

Eley Griffiths' Nick Guidera tells the story of how he let caution override conviction and watched a stock rally from the sidelines.

How Aoris look through macro noise and focus on company culture to guide their current 14-stock portfolio selection.

The Continuous Glucose Monitor market is poised for structural growth, and we believe Dexcom is best positioned to dominate the growth cycle