News

Shares in the streaming giant don’t look especially cheap, even if management achieves its ambitious goals for 2030.
He says UniSuper is questioning its commitment to America and that, “I think we’ve seen peak investment in US assets.” He ...
In China, Tesla TSLA stopped selling the two vehicles made in the US due to the China tariff on US imports. Tesla shares were ...
We assume that pharmaceutical tariffs will be enacted. While this could bring short-term margin pressure, we have not changed ...
While inflation had been falling closer to target, Trump tariffs are the latest source of economic uncertainty which will impact timing and magnitude of cuts. Money markets currently expect cuts of ...
The principles of sound investing remain the same as they were two weeks ago, a year ago, and even a decade ago. Your trading history should not be a random collection of buys and sells. Each should ...
Persistent outflows in Perpetual’s asset management business have overshadowed the moaty nature of its other segments. It isn’t all bad news.
We lower our Fair Value estimates for several media stocks as economic uncertainty could stifle vital advertising revenues.
US President Donald Trump’s tariffs have rattled the global markets. Tariff rates have been raised to levels not seen in a century, which may set in motion a cascade of supply/demand side shocks, ...