The bottom line: We retain our $32 fair value estimate for wide-moat ANZ, with shares trading close to fair value. Unlike major bank peers, whose shares are expensive, ANZ’s shares trade at a ...

With the economy weakening but inflation sticky, markets see a small chance that the Fed will opt for a jumbo rate cut.

Heightened risk factors like a rapidly cooling labor market mean the economy is more vulnerable to a negative shock. Tariffs ...

Acquisition unlikely to improve prospects in the US and detracts from other opportunities. Xero ( ASX: XRO) is acquiring ...

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This week, Portfolio Manager Joel Grosvenor unpacks rising US unemployment and its impact on rate expectations, ahead of next ...

Nine Entertainment ( NEC) declared a special dividend of AUD 0.49 per share on Aug. 27, 2025, as part of the distribution of ...

The government wants to increase the supply of clean energy and housing but doesn’t have the resources to do so. The super ...

This week’s Chart of the week comes from the equity research team who conducted a sector review for US Technology. Tech now ...

The $10 billion is wholly incremental to our prior forecast for 60% AI chip growth in fiscal 2026. Management indicated that ...

A lot of the information at an investor’s fingertips today has little long-term value. The modern investing greats are not ...

A new brand of capitalism may be emerging - one where governments take equity in private companies. Is it state overreach, or ...