us equities

Even with recession odds at 35%, JPMorgan has shifted its bias from defensive to cyclical stocks.

Schroders' Sebastian Mullins argues we should get used to higher inflation but in the meantime, these are the assets he likes.

Did you see the front page of the AFR this weekend? I did....I'll show you.

The narrowness of the equity rally to date remains a concern for investors. While the Magnificent 7 may not enjoy the same outperformance as earlier this year, solid...

If you want income, Aussie stocks are great. But if you want growth, there's no getting around it - they’re not so great.

Something new is underway in the "Old Cyclical" sectors -- big implications for global vs US stocks.

Higher core inflation will disappoint the Fed and shake optimism about risk assets.

Two investors share whether they believe this AI narrative will ever see a stumbling block.

Patience needed on US rate cut prospects

As 2024 unfolds, the spotlight shifts to four exceptional performers, promising an era of robust returns and strategic dominance.

Claremont Global’s investment process sounds easy but building a successful, concentrated global portfolio most certainly isn’t.

The divergence between the most bullish and most bearish sell-side analysts is wide - but not as wide as last year.

It is simpler to use PE ratios to value stocks than the "Fed" model of the equity risk premium.

Swell Asset Management CIO Lachlan Hughes becomes our first global equities money manager to take on The $10,000 Idea.