“The distinction between investment and speculation in common stocks,” wrote Benjamin Graham in The Intelligent Investor, “has always been a useful one and its disappearance is a cause for concern. We ...

First Sentier’s Dushko Bajic explains why fundamentals still matter, and shares two stocks with massive potential.

In normal times, fiscal and monetary policy moved in sync. Today, big government is fueling the very inflation central banks ...

As was the case in the original Fundie vs AI income stock picking competition, it is worth noting that AI does not factor in franking credits. In contrast, Martin Currie does in its income-focused ...

Epsilon’s Joe Millward explains why investors should value a private credit provider’s lived experience to effectively manage risk.

A question that Loftus Peak has often been asked over the years is: can the disruptors be disrupted?