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Beware the ‘aggressive optimism’ around overvalued tech stocks: Atrium

Technology stocks at the big end of the S&P500 have enjoyed a (mostly) golden run, but Atrium Investment’s Brendan Paul warns that Nvidia’s astronomical valuation may have tipped the balance.
Tahn Sharpe | 28th Jul 2023 | More
The ‘optical illusion’ making the S&P 500 look so much healthier than it really is

There is a hidden bifurcation in the S&P 500 that retail investors may not be seeing, but it has private investment manager Neuberger Berman showing a degree of caution.

Tahn Sharpe | 29th May 2023 | More
Franklin, Hyperion lead Morningstar award finalists

Last week, investment research firm Morningstar Australasia announced the finalists of the 2021 Morningstar Australia awards. Some of the big names include First Sentier Investors, Franklin Templeton and Hyperion Asset Management – all in the running to win the prized fund manager of the year award. Each of these funds has delivered exceptional returns to…
Ishan Dan | 22nd Feb 2021 | More
    • The FAANGs of fixed interest

    Consider the process by which a security or investment is priced. Separately, if it has similar fundamental underpinnings to the core part of portfolio, typically listed equity.
    Giselle Roux | 25th Aug 2020 | More