April 18, 2024

Santos (ASX:STO) saw a 7% drop in its oil and natural gas production in the first quarter of its 2024 financial year after its operations were disrupted by heavy rain and planned maintenance. Santos told the ASX on Thursday that production of 21.8 million barrels of oil equivalent (MBOE) in the three months to March […]

Over the last decade, Mondelez, one of the world’s largest snacking companies, has evolved and strengthened its economic moat, reaccelerated growth and increased the reliability of its earnings algorithm. Although Mondelez itself is a young company, following the split from Kraft Foods in 2012, it stands on the shoulders of a portfolio of iconic, century-old

[00:00:40] Arvid, last year the focus was all about interest rate rises. This year people have been talking about rate cuts. Can you give us your view on how you think this might impact portfolios? Economic cycles have unfolded more slowly than initially anticipated, with both inflation slowdowns and consumer resilience defying earlier expectations. Amidst

[00:00:37] The ASX has had another strong quarter up 5%. What are your key takeaways from the February reporting season? The ASX has shown remarkable resilience over the past quarter, reflecting a positive shift in market sentiment compared to a year ago. With the recent reporting season, there’s evidence contradicting the doomsday scenarios previously priced into