Bad news for workers, but music to shareholders’ ears. Here are 10 discounted ASX small caps that could benefit from AI-driven cost cuts.
The Antipodes CIO talks about mispricings in structural growth trends and why the benchmark is the biggest risk to your ...
History is helpful here. Equity markets have experienced wars, oil shocks, financial crises, pandemics, and countless ...
James Hawkins explains how L1 Capital's Catalyst Fund hunts for value in unloved stocks and the catalysts that unlock it.
As most investors are aware, geopolitics has an impact on the prices of energy and materials. While the outcome and duration of the war are unknown, the demand for energy and critical minerals from ...
The coordinated U.S.–Israel strikes on Iran on February 28 and Iran’s subsequent retaliation, have pushed the region into its most volatile military confrontation in decades. With fighting still ...
A regulatory safeguard designed to protect superannuation members may now be distorting Australia’s equity market.
Move over Mag 7. Vihari Ross from Antipodes and Casey McLean from Magellan are running the ruler over the world's other biggest stocks.
Markets are punishing companies despite solid results. One portfolio manager explains where he sees opportunity.
Investors have flocked into US assets. Eric Souders explains why emerging markets and flexibility may define the next phase ...