australian equities

NextDC's share price collapse has exposed an uncomfortable reality for AI investors. Henry Jennings explains why the worst may not be over.

High returns, pricing power and balance sheet strength. Henry Jennings and Rudi Filapek-Vandyck test whether these wide moats are intact.

Do events like the Firmus IPO debacle clearly demonstrate the lack of growth potential in the Australian stock market?

Glencore has arrived on the ASX with little fanfare. Blackwattle Mid Cap explains why it is one of the highest-quality miners on the ASX.

Rising rates and stretched valuations weigh on Australian equities, while strong commodity demand creates opportunities in resources.

Almost half-price from their highs, these former market darlings are catching UBS's eye, while AMP's rally may be running out of steam.

Jun Bei Liu calls Firmus "very high risk", while two other fund managers question the growth credentials of CBA and Sonic Healthcare.

Macquarie’s analysts reveal where they see the biggest positive catalysts and earnings risks across corporate Australia.

L1 Capital's James Hawkins breaks down the 3 sector buckets powering his concentrated 10-stock fund.

Australia’s SMSFs hold roughly $1.1 trillion in assets. What can investors learn from where this money is going?