I like the lack of cyclicality in the consumer defensive space. They pay dividends and have the higher predictability of ...
Private credit funds have continued to gain traction among a broader range of investors, often supported by aggressive ...
Nvidia is calling for $3 trillion-$4 trillion of AI infrastructure spending per year by 2030. OpenAI has struck deals for ...
The process of rebalancing simply involves restoring your portfolio to its intended asset allocation, enforcing the principle ...
Better-than-expected Q3 earnings data in the U.S.; Australian banks show sharp share price declines.
Aristocrat’s ( ASX: ALL) fiscal 2025 underlying net profit increased 12% to $1.6 billion, driven by strong performance in ...
Commonwealth Bank’s ( ASX: CBA) first-quarter fiscal 2026 profit of $2.6 billion is up 1% on the average of the previous two ...
Being mortgage free provides psychological relief and more cashflow. It also provides a reduction of risk for retirees when ...
Importantly, we still expect the poor cost/income ratio of 53% to improve to 46% by fiscal 2030. As Westpac reduces headcount ...
We view Albemarle shares as materially undervalued, with the stock trading in 5-star territory at less than half of our fair ...
We expect REA Group’s growth to be primarily driven by growth in yield, or listing fees, within its residential division, ...
Growth stocks offer the highest returns—if you can find them in advance! That is no sure thing. Twenty years ago, the two ...