value

A recent US trip took us across five cities surfacing five thematics from an AI build-out to structural defence spending.

I dare you.

Luke Laretive, Emanuel Datt, Romano Sala Tenna and others share their hottest rotation ideas across ASX small, mid and large-caps.

A dividend-rich financial, a lithium rebound play and a bruised growth stock feature in brokers’ early-year calls.

The panic is real, but the price cuts are better. Find out why the smart money is ignoring the noise and hunting for bargains.

From record gold to AI disruption, Michael Goldberg explains why slow, patient value investing still works in a noisy macro world.

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.