Focus

Expert analysis of the most pressing issues facing investors, financial advisers and the economy in general. Expect thought leading content covering important macroeconomic themes, asset class analysis and deep-dives into individual sectors. The name says it all, uncovering alternative insights on traditional concepts and adding to your knowledge base.

Get to know Troy Armstrong from Koda Capital

Troy is a Partner and Adviser at Koda Capital. Troy is a FASEA-compliant financial adviser holding a Bachelor of Commerce and SMSF Specialist Advisor designation. He became a member of the Inside Network and an inaugural member of the Advisory Committee; seeking to learn from his peers and share his own wisdom from many years in the industry.

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E is not for easy

Recent years have had pundits focus on the potential growth and relative valuation of emerging markets. The terminology alone is obtuse, just what is emerging? Korea, Saudi Arabia, Brazil, Indonesia, Czech Republic?

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6 Pearls of Wisdom From June

What a month, with markets rallying again, capping off the strongest quarter for the ASX in more than 20 years. The technology-focused Nasdaq reached all-time highs and the S&P 500 had its best quarter since 1938. The month continued the

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The sun shines on M&A activity in renewables

Mergers and acquisitions have come to a grinding halt this year. But activity in the renewable energy sector is heating up with a number of deals. According to Bloomberg data, in the wider market, Australia’s deal activity dropped to $13.8

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What if?

Portfolio construction is a function of possibilities. Equity versus fixed income is the obvious; equity the potential of capital growth, and fixed income the promise of low-yet-secure returns. You can test returns based on evidence from whatever historic time frame

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A change in script on emerging markets

A lot of us spend an inordinate amount of time reading through erudite commentators on anything related to markets. ‘Stay informed’ is a common headline logo. Does this collective wisdom improve investment decisions? The current equity rally has a fountain

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Is big picture small beer?

Great debates on longer term economic trends and the impact on financial markets are often a go-to conversation with investors. Few call up to ask what is the discount rate or cash flow yield, but many have opinions on issue

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Finding the value in waste

A new take on environmental, social and governance (ESG) investing has emerged with the launch of a fund tackling sustainable opportunities in the water and waste management sectors. Fidelity International recently launched the Fidelity Sustainable Water and Waste Fund in

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Get to know Troy Armstrong from Koda Capital

Troy is a Partner and Adviser at Koda Capital. Troy is a FASEA-compliant financial adviser holding a Bachelor of Commerce and SMSF Specialist Advisor designation. He became a member of the Inside Network and an inaugural member of the Advisory Committee; seeking to learn from his peers and share his own wisdom from many years in the industry.

More »

E is not for easy

Recent years have had pundits focus on the potential growth and relative valuation of emerging markets. The terminology alone is obtuse, just what is emerging? Korea, Saudi Arabia, Brazil, Indonesia, Czech Republic?

More »

What if?

Portfolio construction is a function of possibilities. Equity versus fixed income is the obvious; equity the potential of

More »

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