Latest News & Analysis
markets
US stock market outlook: Where we see investing opportunities in February
Greatest fair value increases include late-cycle tech stocks.
funds
Australia’s best fund managers chart the course for 2026
How Australian managers are navigating the investment seas.
investing
Making sense of record high markets as the world catches fire
Are we witnessing the unravelling of the global system as we know it?
stocks
AMD earnings: Data center demand still looks quite strong to us
AMD has the components to target $100 billion of AI revenue in the next few years.
stocks
PayPal earnings: Growth slows, new CEO appointed
We expect to lower our fair value estimate of PayPal stock.
stocks
Morningstar initiates on ASX income play
This REIT may be an option for investors seeking income.
stocks
What Goodman’s upcoming earnings could reveal about data centre & AI growth
Answering key questions about Goodman & its data centre pipeline ahead of earnings
stocks
Palantir earnings: Another quarter, another rule-of-40 record
Palantir’s earnings has impressed our analysts.
markets
Why are gold and silver plunging?
The two precious metals wiped out $7 trillion in a single day’s perfect storm.
stocks
Finding yield on the ASX
The ASX, known for its yield appeal is at its lowest level in 20 years. Here’s why, and what investors should do.
stocks
ExxonMobil earnings: Continued execution, on track for 2030 targets
We’ve raised our fair value estimate of Exxon stock.
stocks
Disney earnings: No big surprises in solid results
Growth in areas critical to the firm’s future.
stocks
Lessons from Droneshield
In this episode of Investing Compass, Mark and Shani run through the lessons of this volatile share that investors can’t stop talking about.
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