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.
This $6.5 trillion investor is looking beyond Australian stocks
UBS, the world’s largest wealth manager, is instead betting on China and the blistering technology rally that it says has much further to run.
The ASX stocks to buy and avoid this reporting season
Bell Potter warned that bank and technology shares are vulnerable to a sell-off. Instead, there are bargains to be found in healthcare and utilities.
‘Very high risk, very volatile’: Why this fundie went nuclear
The Chinese AI upstart DeepSeek is the latest event to send uranium stocks sinking. But this long-time energy market guru says investors have little to fear.
Ex-L1 fundie catches big fish with rival long-short strategy
Lev Margolin managed a similar fund at his old employer for seven years before starting his own. The stellar performance has caught the attention of Fidante.
January
Don’t rubbish DeepSeek hype so quickly, say top Asia fundies
Could US rules limiting high-end chip sales to China have fuelled the development of superior AI? Investors say the Chinese start-up should be closely watched.
Why Millennials are going all-in on US stocks and ETFs
Nearly 70 per cent of total trading volume on our platform this month to date was in American equities, which is double the same period last year.
This media company’s share price is tipped to double
Lennox small caps manager Liam Donohue says he’s bullish on Botanix Pharmaceuticals and explains why he is eyeing up some former market darlings.
The Australian investors who hit the jackpot in 2024
Triple-digit returns abounded for cryptocurrency strategies, but one stock picking veteran managed to outpace the bitcoin bros and take the crown.
Former Lazarus broker accused of fraud, investigated by ASIC
The firm’s one-time senior dealer allegedly directed clients to pay his personal bank accounts by “amending” the Sydney company’s invoices.
17 stock picks from three top-performing fundies
Three Australian fund managers who delivered annualised double-digit returns over the past 10 years share their views on what’s next for listed markets.
Veteran financial crash survivor warns of 2025 Wall Street bubble
After successfully navigating some of the worst collapses in financial markets history, Perth’s Willy Packer says US shares are flashing red.
December 2024
Three cheap ASX stocks fund managers are snapping up
It has been a volatile end to 2024 for the sharemarket, but some fundies see big opportunities to pick up stakes in good companies for a bargain.
The stocks that did the most damage in 2024 – and the ones that ruled
One fintech darling has more than tripled in the past 12 months, but the same can’t be said for lithium stocks on the front line of the EV slowdown.
Five ASX micro-cap stocks fund managers are buying
A miner, a telco and two technology darlings are among the micro-caps stocks fundies have named for 2025.
Why Australia’s newest fund may have an edge over rivals
Some of the nation’s best money managers have lined up to drive Future Generation’s latest vehicle, which Geoff Wilson tips could gather billions in assets.
November 2024
Travel stocks are in the bargain bin. Is it time to buy?
For investors looking for good opportunities in an expensive market, this sector provides a compelling hunting ground.
MinRes named the best stock to ride 2025 lithium bull run
Morningstar says now is the time to pile back into these shares before prices of the battery material go on a tear next year.
Eleven stock tips from Sohn to get you through 2025
Presenting in Adelaide on Friday, top investors pitched their ideas for how to make big returns from the sharemarket over the next 12 months.
The only election outcome that matters (and 10 ASX stocks to watch)
This presidential race is simply too close to call. And that might be the big problem for sharemarkets that are all-in on the rally continuing.