In contrast, CBA has delivered almost no earnings growth over the same period. The blue bars show only 5% earnings growth in ...

Global equities portfolio manager Scott Berg on Trump, AI, and how to navigate a bubble at a time of profound change.

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

The first ingredient of a highly successful takeover candidate is to buy it cheap to start with. When Forager first invested ...

MA Financial's Frank Danieli says its new Credit Portfolio Notes will give investors even more options in building a ...

US equity markets are clearly concentrated but whilst valuations are always interesting, they're not always important. The ...

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

Macquarie says now’s the time to ready the dry powder and target stocks with positive earnings revisions but momentum hit by ...

It is fitting that Warren Buffett should be replacing his famously wise and witty letters to Berkshire Hathaway shareholders ...

While most of the market has been focused on investing in hardware companies powering the AI theme, we believe there are many ...