value

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.