Tag: global equities

Jonas Palmqvist, portfolio manager at Alphinity Investment Management, doesn’t waste time debating growth versus value.

Paul Moore, chief investment officer of PM Capital, has never been shy about challenging market orthodoxy; and at a recent lunch hosted by The Inside Network, he was in iconoclastic form.

In an industry obsessed with breadth, Cooper Investors’ Endeavour Fund is doubling down on depth and specialisation.

John Woods, deputy chief investment officer at Australian Ethical, knows that investing ethically isn’t about feeling good—it’s about thinking long. At The Inside Network’s Equities & Growth Symposium, Woods delivered a comprehensive and, at times, sobering take on where values-driven capital fits in a world facing economic uncertainty, climate urgency, and geopolitical rupture.

In a profession where egos inflate as easily as bubbles, Trent Masters, portfolio manager at Alphinity Investment Management, brings a refreshing combination of humility, process discipline, and wide-eyed curiosity.

Having parted ways with its external distribution partner, Bell Asset Management is ramping-up its strategy to augment its internal capabilities, having hired former Allianz Retire+ wealth distribution lead, Andrew Stewart, in a newly created role of head of retail sales.

It’s easy to forget, when listening to Marcus Guzzardi and Geoff Di Felice speak about investing, that their job is fundamentally about numbers. Not because they ignore the maths – on the contrary, both men are steeped in detail – but because the way they describe their work sounds more like anthropology than asset management.

In an era of volatility and heightened societal that influence the sentiment toward sustainable investing, Grace Su, Portfolio Manager at ClearBridge Investments, offered a refreshing and grounded perspective during her fireside chat at the Investment Leaders Forum INAUS, held in Byron Bay. What emerged from her discussion was a firm belief in the enduring relevance of ESG—not as a marketing label or a fashionable acronym, but as a lens for identifying value and driving long-term performance.

Plenty of significant investment opportunities exist in the market according to Bell Asset Management’s Ned Bell and John Malloy from Redwheel, but investors need to look beyond large caps and developed markets to find them.