Stock picks

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

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.

If you missed it, we recently released the fundies’ #1 stock picks for 2022, and it’s the biggest and best one yet. This year we have 18 stock picks from a massive...

If the markets were going to close for the next five years, starting from tomorrow, and you could only own shares in one stock, what would it be?  It's always a...

In a previous Livewire video wire we introduced the idea of a "one stock portfolio". This story is about a Marcus Today member who took it literally and turned...

If you were told that tomorrow the market would close for five years and you could only own shares in one company, which company would you choose? It's a challenging...

There are some trades that so fill us with joy we become like a proud parent championing their children's sporting achievements, talking the ear off family and...

The digital transformation of the enterprise is a long-term trend which is now accelerating as a direct consequence of the COVID-19 pandemic. Privileged business...

The conventional wisdom today is that Facebook is a mature behemoth that is under intensifying risk of being penalised in a multitude of possible ways by regulators. ...

It is no secret that healthcare expenditure in the United States is an outlier compared to other similar countries. And, similar to much of the rest of the developed...

Have markets gotten ahead of themselves? Have we seen the bottom, or is there room for the market to plunge again? Investors have been caught up in the excitement of...

In the midst of a bear market, investors can't help but ask 'have we reached the bottom?' Will the economy face a W, U, V or even L shaped recovery? And how can...

In the midst of a crisis, it’s time to start thinking long term. In five years time, what companies will still be growing? Which companies have what it takes to...

New diseases have a particular power to capture the imagination. There’s just a lot about them which is scary. They grow and spread fast. We’re accustomed to thinking...

This time last year we invited five fund managers to pitch their #1 stock picks for 2019 and with just a handful of trading days left in 2019 it’s time to review the...

We have updated our key picks in the tech sector following last month’s reporting season and ahead of potential catalysts we can see. Our updated key picks are: ...

Westfield shareholders have a big question to answer. In December 2017, Unibail-Rodamco (UL:NA UL:FP), a major European listed property trust, made an offer to...

When Keppel DC REIT (AJBU.SI) listed on 12 December 2014, it appeared different, at least when compared to a typical property trust. The company’s share price has...