It wasn’t hard to get good returns over the past decade. Markets were rising and even imperfect portfolios delivered strong ...
Since the Iran war began, gold has declined sharply to below $4,200 per ounce, despite increased market uncertainty that typically stokes demand for safe-haven assets. Inflation fears and the dollar ...
Our long-term forecasts are broadly intact. We maintain our NZD 0.80 (AUD 0.67), $10.00, and $3.00 fair value estimates for Air New Zealand, Qantas, and Virgin, respectively. While movements in oil ...
Plenty of AI impact is baked into stock prices today, but we also expect more volatility in the near future as AI labs, eventually aiming to go public, continue to rapidly iterate their agentic ...
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Choosing an Aussie equity ETF isn’t just about picking the most popular option. It’s about understanding what drives its ...
The stock performances of Apple, Nvidia, Microsoft and others depend on scarce materials that are being cut off by the Iran War.
Emerging markets aren’t all they are cracked up to be Periodically the emerging market bulls will rear their heads. Now is one of those times. Huge untapped markets, fast economic growth and the ...
You’d be hard pressed not to come across AI doomsday pieces in the media recently. From dystopian forecasts on AI’s economic impacts to AI leaders announcing the end to white collar jobs. This article ...
Patient investors should consider building a position in this wide-moat stock while it’s seriously undervalued.
We had already anticipated strong earnings growth in fiscal 2026, but this is better than expected, and we lift our fiscal ...
Nvidia NVDA reported fiscal fourth-quarter revenue of $68.1 billion, up 73% year over year, up 20% sequentially, and ahead of ...