us equities

Patience needed on US rate cut prospects

As 2024 unfolds, the spotlight shifts to four exceptional performers, promising an era of robust returns and strategic dominance.

Claremont Global’s investment process sounds easy but building a successful, concentrated global portfolio most certainly isn’t.

The divergence between the most bullish and most bearish sell-side analysts is wide - but not as wide as last year.

It is simpler to use PE ratios to value stocks than the "Fed" model of the equity risk premium.

Swell Asset Management CIO Lachlan Hughes becomes our first global equities money manager to take on The $10,000 Idea.