With the bid now dead, we increase our fair value estimate for no-moat Santos by 9% to AUD 10.50. We recently lifted our ...

There was a wide range of forecasts among Fed officials in the so-called “dot plot” for the path that interest rates could take. While additional rate cuts appear to be in store after Wednesday’s ...

Conventional wisdom is a byproduct of groupthink that presents solutions good enough for the average person while ...

This week, Associate Portfolio Manager Ameya Hattangadi unpacks two major stories: ANZ’s $240 million penalty from ASIC, and ...

While Qube’s long-term prospects are attractive, its businesses are cyclical and cash flow may be affected by a deterioration ...

Also, today, U.S. small caps trade on a below-average 16x price-to-earnings ratio (PE). That’s a far cry from the two ...

The Federal Reserve lowered the federal-funds rate on Wednesday by 0.25 percentage points, setting a new target range of 4.00 ...

Investors have instead clamoured for equity income LICs. The Plato Income Maximiser (ASX: PL8) now trades at an 18% premium ...

This week’s Chart of the Week comes from Morningstar’s latest Mind the Gap study. We quote this study extensively as it ...

The surge of new products and entrants isn’t just a vote of confidence in our local investment market, but a sign that ETFs have matured into an ecosystem of sorts. One that thrives on the endless ...

A few months ago I had a debate with a prominent Australian economist who said that given the performance of US shares versus ...

Part of this is being hyper aware of lifestyle creep, a condition that is difficult to reverse and claw back from once it has ...