global mid caps

CFRA Chief Investment Strategist Sam Stovall has been in the markets for five decades. He says this Great Rotation is real and here to stay.

Culture is hard to assess but, as the saying goes, you'll know it when you see it. The problem is, most people don't look.

The flagship fund at Fairlight Asset Management has had a strong 12 months. Partner and PM Nick Cregan shares how they did it.

Generating alpha in today's equity market means looking where others aren't.

In 2020, 35% of Australians held shares directly, with a quarter of investors buying shares for the first time in the past two years. But while many of us own...

Earnings come in cycles but rarely do those numbers come into the post-maturity stage of a business cycle like the one we are witnessing right now. As 2021 turned to...

We recently pressed some of the country's finest fund managers to name one peer (or competitor) that they would be happy to invest their own savings with, if not their...

The doom and gloom associated with 2020 has grabbed a lot of attention but investors are missing the case for optimism, argue Catriona Burns and Nick Healy from Wilson...

There are only 31 listed companies in the world with a market cap of over US$200B, and some of them are covered by 50+ analysts. Meanwhile, there are over 8,000...