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‘The stock prices will follow’: Earnings key to big-picture portfolios

Understanding how macroeconomic changes may affect companies’ earnings profiles is key to Ausbil Investment Management’s top-down approach, which lets the fund manager invest with confidence in uncertain markets by focussing on the things it does know, says CIO Paul Xiradis.

Lisa Uhlman | 21st Dec 2023 | More
Equities & Growth Assets Symposium 2022: INBrief with Simon Wood from Ausbil

Simon Wood from Ausbil speaks with Drew Meredith at The Inside Network’s Equities & Growth Assets Symposium.

The Inside Adviser | 12th Apr 2022 | More
‘You can’t just ride the trend’

The “green” future is covered in dirt. As the proposed shift toward carbon targets and decarbonisation continues apace, it is increasingly clear that the shift will rely heavily on old-fashioned commodities. These range from the well-known metals, including lithium and copper, to the lesser lights in nickel and manganese.  Presenting on the topic ‘Eyes on…

Staff Writer | 7th Jun 2021 | More
  • No greenwashing in sight at the ESG Masterclass

    This year The Inside Network held its industry-leading Environmental, Social and Governance or ESG Masterclass with some of Australia’s leading thinkers from the sector, to engage with and discuss some of the biggest problems humankind is facing, and the role of investors and advisers in contributing to a more sustainable economy. Hosted by Giselle Roux,…

    Ishan Dan | 25th Mar 2021 | More