value

Visibility is the theme this month, with brokers backing stocks that have clear catalysts for growth and re-ratings.

Macquarie challenges Buffett's wisdom of buying wonderful businesses at fair prices, and finds stocks that fit the reverse principle.

The top-tipped ETFs of 2025 show that growth isn’t the only flavour driving returns — value and dividends have been the real stars so far.

The Mag Seven make up nearly 35% of the S&P 500, but Ellerston’s Nick Markiewicz says the next AI winners won’t be the names everyone knows.

In this episode, Medallion's Michael Wayne and First Sentier's David Wilson hunt for value among the ASX's beaten down stocks.

1H 2024 saw a significant performance disparity in the global stock market, driven by US trends and characterised by several key factors:

We see a disconnect between valuations & financial performance in China, creating intriguing opportunities for disciplined value investors.