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

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 ...

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

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

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 ...