Shares in the streaming giant don’t look especially cheap, even if management achieves its ambitious goals for 2030.

He says UniSuper is questioning its commitment to America and that, “I think we’ve seen peak investment in US assets.” He ...

While inflation had been falling closer to target, Trump tariffs are the latest source of economic uncertainty which will impact timing and magnitude of cuts. Money markets currently expect cuts of ...

Article Page URL has been copied to clipboard for sharing. The past few days have been unsettling for many investors. Every day, it seemed, a new announcement on tariffs ‘changed the game’. But the ...

In China, Tesla TSLA stopped selling the two vehicles made in the US due to the China tariff on US imports. Tesla shares were ...

We lower our Fair Value estimates for several media stocks as economic uncertainty could stifle vital advertising revenues.

As we outlined in this recent article, several asset managers have seen their moat ratings downgraded in recent years amid intense competitive pressure. This trend has continued into 2025, as ...

Just when European stocks looked to have turned a corner, they got whacked by the Trump tariff meltdown. A new report by Morningstar’s Michael Field and Fabienne Pfeiffer says this has brought the ...

We assume that pharmaceutical tariffs will be enacted. While this could bring short-term margin pressure, we have not changed ...