The AI boom has reshaped stock markets, but a June selloff exposed the risks of lofty valuations and growing concentration.

Compared to my previous article on the most shorted ASX companies, total short positions in GYG shares have also trended ...

Australia not long ago was a world-beater on global stock markets. Now it’s lagging other nations, with even once steadfast ...

Stock markets have been at elevated valuations. Geopolitical tension is real. Interest rates remain high by recent historical ...

We assume a 10% CAGR in earnings per share for our explicit 10-year forecast period, primarily driven by higher revenue per ...

Investors spend a lot of time thinking about returns. Time is spent debating performance figures, opining on market ...

For many investors, the huge increase in spending on the artificial intelligence buildout is proof that there is no bubble in ...

We have analyzed the AI threat and revisited our thesis about SiteMinder’s competitive landscape and its broader operating ...

Why the market may have overlooked this ASX top pick.

Fees should never be the sole decider of what investment option or provider you choose, but they should be one of the main ...

Big picture: WiseTech’s CargoWise has no competitors of note and has a long runway of problems to solve for customers—where ...

From 1 July 2027, negative gearing for residential property will be limited to new builds. Investors who buy a newly ...