quality at a reasonable price

Quality stocks have suffered one of their worst relative periods in decades as investors chased AI, momentum and speculative growth.

As the market questions the return on investment on Artificial Intelligence capex - Tencent demonstrates the power of its digital eco-system

We introduce 'The Pendulum of Investor Psychology' and detail four Australian small caps with much to look forward to in 2024.

The market has got it wrong with respect to earnings, and by some margin, says Touchstone's Ron Sargeant. Find out why in this wire.

As the world enters a more challenging economic environment characterised by low or negative GDP growth, finding companies that can grow earnings regardless of macro...

Buy the dip may have become a new catch-cry for many investors but for global equity manager Walter Scott, brought to you by Macquarie Professional Series, enthusiasm...

If you’re looking for investment ideas – and that’s why you’re reading this, after all – getting inside the heads of Australia’s corporate leaders is a huge advantage....

The ongoing sustainability of businesses is a key concern for investors, especially within the current environment and for companies in the technology sector. A...