Coverage of ASX listed REIT as investor interest in property continues to grow.

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 ...

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 ...

We doubt the $5 billion is meaningful enough to force Nvidia to use Intel, either for core products or even for the chips in collaboration.

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 ...

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

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 ...

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 ...

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