Investment
Growth asset coverage for advisers, including domestic and global equities, emerging markets, and high-conviction strategies.
- Contributor
- Cristina Lee
- Dion Hershan
- Drew Meredith
- Emanuel Datt
- Francyne Mu
- Giselle Roux
- Greg Bright
- Ishan Dan
- James Dunn
- Lachlan Maddock
- Laurence Parker-Brown
- Michael Block
- Nicki Bourlioufas
- Peter McPhee
- Rob Perrone, Eric Marais & Shane Woldendorp
- Staff Writer
- Tahn Sharpe
- The Inside Adviser
- Tom King
- Tyndall Asset Management Australian Small Companies Team
- Yarra Capital Management
Volatility is opening doors in Australian micro cap stocks
Ellerston's Jack Briggs says Australian micro cap stocks in infrastructure, industrials, and healthcare are best placed to navigate persistent inflation, with...
Where jurisdictional risk becomes an energy advantage
Datt Capital's Emanuel Datt sees supply risks building and jurisdictional concerns creating a specific opportunity for investors who know where to look
AI is booming yet the supply chain is not keeping up. There lies the opportunity
AI infrastructure bottlenecks are creating structural pricing power across semiconductors, networking and optical companies. ClearBridge's Eliza Mazen argues...
Australia's AI infrastructure boom is creating small-cap opportunities
Ellerston Capital's micro cap fund returned 27.8 per cent over the year to May 2026, comfortably beating its benchmark by 16.6 per cent, as AI infrastructure...
Earnings, not fear, should drive the outlook
The S&P 500 has gone nowhere for six weeks, but the ClearBridge recession dashboard remains green. Jeffrey Schulze makes the case that a stalled index after a...
Riding the re-rating case for Southeast Asia's standout story
For investors seeking genuine diversification from the ‘Magnificent Seven,’ and exposure to a compelling, under-appreciated growth story, Vietnam is making...
The profit test: what 12 years of global earnings reveal about equity value
Capital Group's Value Watch study challenges how advisers think about global equity valuations, finding the world's 1,600 largest listed companies earned back...
Why the loudest AI trade might not be the best one
While US mega-cap IPOs attract retail capital at stretched valuations, Datt Capital's Emanuel Datt argues the real AI opportunity lies in Australian small-caps...
Baillie Gifford's formula for investing in the age of AI
Baillie Gifford's Kyle McEnery says the market is getting AI's direction right but consistently underestimating its demand, and that the real opportunity lies...
AI destruction: the fear value investors are quietly buying
Pzena Investment Management’s John Goetz says the AI panic sweeping global markets is destroying far more value outside his portfolio than inside it, and...
While growth stocks chase the future, value investing is quietly winning
The 2026 Federal Budget and AI disruption are shifting market dynamics, driving a powerful tailwind for disciplined Australian value investing strategies...