Mortgage stress is low, prices are up, and supply’s a mess - seven key charts map out the state of Aussie housing in 2025.

David Clark is joined by Nikki Thomas, global equity investor and the current Portfolio Manager of Magellan’s High Conviction Fund.

[00:31:31] – Takeovers & Small-Cap Opportunities Alex and Steve focus on takeovers (Bigtincan, PointsBet, Johns Lyng) and small-cap stocks such as AMA and Motorcycle Holdings, highlighting how these ...

Not exactly, of course. It remains more volatile than traditional assets and has yet to fully establish itself as a reliable ...

With inflation still sticky and interest rates likely to stay higher for longer, investors are searching for income strategies that can go the distance. For Magellan’s Ben McVicar, infrastructure ...

Prompted by a conversation with his daughter, the stockbroker shares his take on the property vs shares debate for young investors.

Bulls claim they would, but history contradicts them: when valuations are extended, sharply lower rates crush rather than ...

A guide to income investing in 2025, exploring how changing interest rates and new asset classes have transformed the yield ...

Earnings leadership, business quality, and valuation discipline are the key pillars that guide Trent Masters in constructing ...

Markets powered ahead this week as strong US earnings, soft jobs data and rising hopes of RBA cuts drove gains.