VALUE INVESTING News & Analysis

The prospect of a trade war has overshadowed positive developments in Europe’s economic outlook. Shares in many sectors trade considerably below Fair...

These shares have been left for dead, yet both companies appear to have secular tailwinds in their favour.

The global education services provider has gone from stock market darling to one of the ASX's weakest performers. What gives?

Johns Lyng’s interim results and index deletion have sent investors running for the exits. Our analyst Esther Holloway thinks the sell-off is...

Investors seem to be questioning long-term demand trends in alcohol. This may have sent the valuation of Wide Moat spirits company Brown Forman down...

Blindly basing investment decisions on target prices can lead to poor outcomes. 

These shares offer an opportunity to own high quality global companies at a more than fair price.

Three high-quality growth companies that have wide moats and a history of good capital allocation.

It hasn't been smooth sailing for these two companies recently. But our analysts disagree with how markets are assessing their future prospects.

Hyperion and Schroders take different investment approaches but the contrasts can inform all investors on how to view markets.