Investors spend a lot of time thinking about returns. Time is spent debating performance figures, opining on market ...

Stock markets have been at elevated valuations. Geopolitical tension is real. Interest rates remain high by recent historical ...

We assume a 10% CAGR in earnings per share for our explicit 10-year forecast period, primarily driven by higher revenue per ...

We have analyzed the AI threat and revisited our thesis about SiteMinder’s competitive landscape and its broader operating ...

For many investors, the huge increase in spending on the artificial intelligence buildout is proof that there is no bubble in ...

From 1 July 2027, negative gearing for residential property will be limited to new builds. Investors who buy a newly ...

Fees should never be the sole decider of what investment option or provider you choose, but they should be one of the main ...

ASX top pick remains cheap as investor concerns around wage costs might be overdone. The week’s insights come from equity ...

In a scenario with low inflation, strong returns early in retirement, and a normal lifespan the 4% rule dictates a level of ...

Big picture: WiseTech’s CargoWise has no competitors of note and has a long runway of problems to solve for customers—where ...

Why the market may have overlooked this ASX top pick.

Reflecting on the Knicks’ run I’ve come up with three lessons for investors. Is this a stretch? Perhaps. But indulge me this ...