value investing

After reviewing 52 ASX updates over the past fortnight, our verdict is unchanged: genuine opportunities remain limited to a small handful.

Unlocking new revenue streams while benefitting from AI-driven cost cuts underpins an enviable—and underappreciated—earnings outlook.

The veteran fund manager believes today's biggest market risk isn't AI - it's investors ignoring what companies are worth.

Has the market become too complacent? Two investors reveal the catalysts hiding beneath the surface - and the energy stocks they favour.

The gap between the best and worst ASX 200 sectors just hit an all-time high. This financial year, diversification meant devastation!

Last year's simple value + growth screen provided strong results. I review the winners, the lessons, and six new ideas for the year ahead.

I’ve previously shown why value stocks excel; I now show why value ETFs don’t – and also why factor, sector and thematic ETFs are toxic.

Heavy investment, uncertain adoption, and wide outcome dispersion define today’s AI landscape.

The Saaspocalypse demands valuation discipline, but even on a simple earnings multiple basis, one tech name is still very cheap...

ClearBridge's Ross Kent and Reece Birtles discuss where they're looking now against a dramatic macro backdrop.