Stock picks

We delve into the sectors that have caught our attention and call out a number of small cap stocks that have a big future ahead of them.

In this episode of The Pitch, Medallion Financial's Michael Wayne provides a deep dive on dividends.

In this wire, I analyse the opportunity in newly-listed company Light & Wonder.

67% of the stocks picked by the Outlook Series fund managers are in the black for the year, with one stock surging 37% on the final day.

Listen to the second episode from Future Generation's new podcast series, Take Stock

Explore a theoretical portfolio backed by strong empirical evidence.

---------- TRANSCRIPTION The Pengana Global Small Companies Fund team has specialised in investing in the small-cap universe for over 15 years, constructing...

This article was written by Richard Montgomery This year marks the 20-year anniversary of the SPIVA scorecard, the go-to report for investors and others interested in...

How do you gain exposure to artificial intelligence without taking on unnecessary risk?

68 companies within the ASX 200 saw share price declines of over 20% in 2022. So which will stage remarkable comebacks in 2023?

Late last year, we asked some of Australia's finest fund managers to nominate their highest conviction holding for 2022. For many, it didn't go as planned.

By taking a private equity approach to investing in the public equity markets in this difficult market, investors can harness the “best of both worlds” and still...

Successful investing is unashamedly a game of few winners and many losers. It’s about zeroing in on individual companies that demonstrate an ability to grow profits...

Conviction can be infectious. Engaging someone who is genuinely passionate about markets, has the courage to plant their feet, and the commitment to follow through...

“I remember the $0.05 hamburger and a $0.40-per-hour minimum wage, so I’ve seen a tremendous amount of inflation in my lifetime. Did it ruin the investment climate? I...

What would cause you to no longer use the products or services of a company? A drop-off in quality? Poor service or support? A new, more compelling offering from a...

Just because the macro environment is changing quickly, that doesn’t mean you have to turn your portfolio over regularly. Not if you have a long-term...

Funds management requires balance, between process and independent thinking. These two dimensions are not particularly compatible on the face of it but, if done...

Throughout the history of financial markets, there has been a tendency to overcomplicate things. Adding alpha is difficult, so therefore we must need ever more...

When equity markets go sideways, you often hear the expression that it is a ‘stockpickers market’. The insinuation is that if you know how to identify high-quality...