News

With top-tier returns across two funds, Ophir’s Andrew Mitchell explains the stock stories, signals, and strategy that made ...
Australia’s $2 trillion RMBS market is often overlooked – but Gryphon Capital sees rich income opportunities hidden in the ...
Mortgage stress is low, prices are up, and supply’s a mess - seven key charts map out the state of Aussie housing in 2025.
Not exactly, of course. It remains more volatile than traditional assets and has yet to fully establish itself as a reliable ...
Dividends, capital growth, which is better? Why not both, and consistency as well? These are the most consistent ASX dividend ...
A guide to income investing in 2025, exploring how changing interest rates and new asset classes have transformed the yield ...
Earnings leadership, business quality, and valuation discipline are the key pillars that guide Trent Masters in constructing ...
David Clark is joined by Nikki Thomas, global equity investor and the current Portfolio Manager of Magellan’s High Conviction Fund.
[00:31:31] – Takeovers & Small-Cap Opportunities Alex and Steve focus on takeovers (Bigtincan, PointsBet, Johns Lyng) and small-cap stocks such as AMA and Motorcycle Holdings, highlighting how these ...
Bulls claim they would, but history contradicts them: when valuations are extended, sharply lower rates crush rather than ...