News

QBE’s CFO on growth, margins, catastrophe risk, and why the insurer is backing business investment over buybacks.
The telco giant beat profit expectations but follows other big ASX peers downwards following mixed FY25 results.
Pro Medicus’s FY25 results prove the company is cementing its position as a dominant player in its total addressable market, ...
“There are two reasons for that. First, we are now rolling onto FY26 earnings forecasts, whereas we were using FY25 back in December. So the market’s expecting a bit of earnings growth this financial ...
Forget sentient robots or cures for cancer, AI’s single notable achievement so far has been to prop up a stock market that, ...
As Scott Bessent recently highlighted, change is constant for investors as governments increasingly participate in economies ...
Commonwealth Bank ( ASX: CBA) took a rare 6.3% dive in early trade, despite reporting a relatively sound FY25 result. After ...
Forget sentient robots or cures for cancer, AI’s single notable achievement so far has been to prop up a stock market that, ...
Markets have shrugged off chaos in 2025. Scott Berg explains why - and where he’s finding growth without chasing hype.
These ten charts highlight the key themes we're watching - where growth is slowing, where risks are rising, and why ...
Mid-cap stocks sit in the alpha sweet spot — with better growth than large caps, but lower risk than small ones.
Current valuations for market leaders are untenable, and growth prospects of these companies are insufficient to support current optimism.