3 small caps powering Ryder Capital’s double-digit growth and fully franked dividends

3 small caps powering Ryder Capital’s double-...

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Riding the rebound in CSL, Cochlear and finding the next opportunity

Lazard Asset Management's Dr Philipp Hofflin explains how increasing volatility and reduced liquidity are creating opportunities, takes a look back at the “fallen angel” stocks he bought a year ago, and picks another beaten up stock that’s great value. Thanks to our Sponsor Alpha ...  Show more

The index is risky. Why Antipodes is finding value beyond the AI trade

In this episode of The Rules of Investing, we discuss what value investing looks like in 2026, why market concentration has reached levels seen only a handful of times in history, and whether investors have been too quick to sort companies into AI winners and losers. We also expl ...  Show more

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