Companies priced for a bleak future may make for great investments if the future is only bad. Read this extract from our latest Quarterly Commentary, where Dr Suhas Nayak explores the opportunities we see in Nufarm.
Read More >
  • Sort by

  • Author

The danger of predicting the predictable
When bleak is just bad – opportunities in Nufarm
Swimming against the tide – why we invest in AMP
Searching for better value
Allan Gray is pushing for change at the ASX
You miss 100% of the shots you don’t take
A fair day’s pay for a fair day’s work?
Valuing the portfolio against the market
Investing in the face of uncertainty
Swinging pendulums – finding opportunities in the small end of town
Searching for value in the sharemarket
A time to stay focused