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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.
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 ...
Not exactly, of course. It remains more volatile than traditional assets and has yet to fully establish itself as a reliable ...
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