This Month
This boutique manager says Block is about to go on a tear
Jai Mirchandani of ELM Responsible Investments explains why he’s so bullish on Afterpay’s owner.
Here’s one ASX gold miner that is tipped to re-rate
SG Hiscock’s Phillip Li names one of the last remaining cheap gold stocks that’s set to soar and explains why he backs Qualitas.
Hedge fund bets US suitor won’t get out of Mayne Pharma takeover
Harvest Lane’s Ben Bailey says US-based Cosette will have to complete a multimillion-dollar acquisition of the Australian drug company.
Yarra Capital says this ASX 200 stock has the most upside
Marcus Ryan is bullish on telcos, explains how he’s playing the mining sector and reveals what the fund manager is doing about the big four banks.
June
Why this fundie has loaded up on ASX tech stocks
Chris Haynes has revealed which stock he believes people are sleeping on, and why he sees a lot of future upside in the health sector.
The ASX stock that Ausbil says has ‘material upside potential’
David Lloyd is betting on a housing recovery. He’s recently upped his holdings in Zip and Life360 and says Soul Patts has been flying under the radar.
WAM sticks with miners and these ASX stock picks
Wilson Asset Management’s Anna Milne reveals where she sees value in the sharemarket after the rebound and names four stock picks that look set to rally.
This fundie is buying these ASX stocks ahead of ‘several’ rate cuts
Centennial’s Michael Carmody has been busy putting money back to work before more rate relief. He also names two fintechs he says are poised for a rally.
May
Small cap fundie says this ASX mortgage broker is set to soar
Prime Value Asset’s Richard Iver reveals his latest stock picks and talks about why he’s doubling down on Breville and Pinnacle.
This $2.5 trillion investor says US stocks are still your best bet
T.Rowe Price fund manager Peter Bates doesn’t own one ASX-listed stock, says US exceptionalism is not dead, and names one foreign bank that’s set to re-rate.
Firetrail bets this chipmaker will trump US and Chinese rivals
Portfolio manager Annabel Riggs talks AI, her latest chipmaker bet and reveals which companies she’s been buying and selling during the market’s tariff tantrum.
The Wall Street stocks this $2b fund has been snapping up
Fairlight Asset Management’s Alvise Peggion reveals which companies his fund has been buying more of since the tariff induced sell-off.
Here’s where this early backer of Afterpay is invested now
Resolution Capital’s Sarah Lau says the ASX is an infrastructure desert, names some overseas stock bets and explains why she is backing nuclear.
April
Perth fundie tips this ASX small cap to re-rate
Endeavour Asset Management’s Hayden Beamish is using the tariff-induced sell-off to load up on certain stocks, and tips Smart Parking as a good buy.
Why this fundie has doubled down on Pro Medicus
Naos Asset Management’s Robert Miller says the ASX listed medical imaging company is well worth its $204 price tag and talks volatility over the past few days.
Why this fundie sold Meta and Alphabet but held Amazon and Microsoft
Swell Asset’s Lachlan Hughes sold out of the US two tech giants after almost 10 years of owning both. After piling into cash, he names a US consulting firm he expects to rally.
March
Going global? Here’s one Mexican stock tip that could pay off
Aikya’s Rahul Desai names a Mexican retailer that is flying under the radar, explains why he is sticking with Chinese stocks after the surge, but is weary of South Korea.
This fundie says investors should be piling into CSL after slump
Atlas Funds’ Phil Cornet says the weakness in the ASX 200 heavyweight makes no sense and Ampol is ripe for a rally.
This fundie tips GQG’s share price to rally after wild swings
ECP Asset Management portfolio manager Damon Callaghan expects the ASX-listed global equities manager to recover after investors pulled more than $1 billion.
February
Why Lazard is tipping a turnaround in these ASX fast food stocks
Tim Zhao says the latest banks sell-off could be the start of a correction and expects struggling quick service restaurant operators to reverse their fortunes.