value investing

Antipodes portfolio managers discuss the stocks and key themes to watch in global markets in 2025.

There's more to value investing than meets the eye, while the eye often focuses too much on performance - more than it deserves.

Should you hold your bank shares? Should you sell them? Should you buy more, and if so, which ones?

Hear Michael, Co-Founder of Collins St AM, explain how hands-on research & real-world insights uncover hidden value in Aussie equities.

We investigate the cheapest and most expensive ASX sectors as we move into what is typically the strongest period of the year for stocks.

Can you have it all? Chris Conway and Carl Capolingua bring you their list of ASX stocks with great earnings, value, and technicals.

With the ASX at all time highs, Wilson Asset Management's Matthew Haupt shares where he is finding value right now.

Is there any value left after global growth's stellar run? You'll find out in this episode of Buy Hold Sell.

After the broker calls to "sell all the banks" they have proven very robust.

Regulatory and economic fear has gripped Chinese stock markets in recent years but there are signs the very negative sentiment is turning.

And how Talaria Asset Management delivers investors income no matter the economic cycle.

The Schroders team believes inflation is likely to stay higher for longer... This is what it means for their portfolios.

In this episode, FNArena's Rudi Filapek-Vandyck outlines why value investors can't expect a reversion to the mean.

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

Parts of the mega cap tech complex are still performing, but is a meaningful rotation into real assets like gold and copper underway?

We investigate the burning questions on Aussie bank investors’ minds! Which has the best dividend yield? Which is the cheapest? And more...

Inconsistent and muted investor reactions to strong results are throwing up opportunities, says Montaka’s Andrew Macken

History rhymes because human nature never changes. It's a fact worth remembering in today's stretched markets

Since the early days of behavioural economics (born in the late 1960’s), much has been made of the evolution of our understanding of investor behaviour. While once it...

And the role the magnificent seven have had in creating market dislocations.