Insights
It Takes a Village: The Semiconductor Industry’s Vital Equipment Suppliers, in Four Charts
Just about anything with an on-off switch contains a semiconductor chip, but only a few companies produce them, and a...
What a Trump presidency means for sustainable investors
We’ve heard a lot about the ‘Trump Trade’ in the aftermath of the US election. This describes the huge stock...
EVs are dead? – Long live EVs!
There has been a lot of doom and gloom in the media about the prospects for battery electric vehicle (EV)...
ASA Virtual Investor Summit 2024: Unlocking Global Private Credit with Dean Weinbren
Global private credit is one of the fastest growing asset classes over the last 15 years, driven mainly by the...
ASA Virtual Investor Summit 2024: The hidden traps of income investing on the ASX and how to solve them
In this session, Tim Richardson, Investment Specialist at Pengana Capital Group, shares his expertise on global diversification and sustainable investing....
Not all carbon offsets are created equal
By Katie Woodhouse As the world grapples with climate change, reducing greenhouse gas emissions (GHG) is at the forefront of...
Why has corporate earnings growth become so concentrated?
Global share markets seem to be more concentrated as earnings growth has become scarce and focussed on a small group...
MoneyTalks: Pengana’s James McDonald reveals his top three ASX biotechs
MoneyTalks is Stockhead’s regular drill down into what stocks investors are looking at right now. We’ll tap our extensive list of experts...
How Microsoft Became the Business World’s Portal to Generative AI
After missing out on the smartphone era, the company made its software indispensable to the workplace. Now, as businesses look...