The veteran adviser discusses the current setup in growth and software - and three names he’s been waiting to buy at better ...

Cyclical headwinds have hit Diageo hard. But its iconic brands, fresh leadership, and long runway may reward patient ...

I’ve shown that momentum and growth generally fail, and since 1990 small caps have disappointed. I now explain why value ...

There are important questions to be asked about what constitutes a reasonable performance fee in funds management.

The world must now maintain the fossil fuel system it depends on while building an entirely different energy architecture ...

EVs have hit an inflection point, as rising fuel costs and energy security concerns accelerate the shift to battery tech.

In part 1 of this wire, I explored the recent history of the long-lauded 60-40 portfolio, where 60% is at-risk, invested in ...

But a closer and more clear-eyed look at the long-term global evidence completely dismantles the ‘case for hating dividends’ ...

The priority for the Federal Budget should be to avoid making housing pressures worse by supporting more demand while hurting ...

Markets are growing increasingly worried over the prospect of an AI-led tech bubble. Our investment analysts are less so.

The Australian banking sector approaches the May 2026 reporting season, at a possible structural turning point in the credit ...

After two decades of dominant themes, growth investing is evolving. The next winners won’t be obvious, but that’s the ...