Tesla – The Inside Adviser

The ‘magnificent’ compression: What a P/E reset means for growth investors

May 12, 2025 by Jamie Nemtsas

For several years, investors, from institutional to retail, couldn’t get enough of the tech stocks with all their promises of future growth. But now the market has spoken and it’s saying precisely this – valuations matter again.

The ‘optical illusion’ making the S&P 500 look so much healthier than it really is

May 29, 2023 by Tahn Sharpe

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.

Trading volumes soft as ASX slides

June 24, 2021 by The Inside Adviser

ASX falls as Afterpay spikes, Woolworths' spin-off, retailers rally The ASX 200 (ASX: XJO) fell 0.3%, the second straight day of losses, with consumer staples (+1.9%) and IT (+2.1%) the only real...

ASX brushes aside COVID worries to hit new high

June 3, 2021 by The Inside Adviser

ASX trades off high, retail sales higher, Wesfarmers flags tough comparables The ASX 200 (ASX: XJO) finished at an all-time high, adding 0.6% on Thursday as the energy sector continued to rally....

ASX shakes COVID blues to close at new record high

June 2, 2021 by The Inside Adviser

Australia in rare air, ASX hits another record, Keypath IPO falls flat The ASX 200 (ASX: XJO) has taken the mantle of overseas markets, hitting another record on Wednesday after moving 1%...

ASX claws back ground after $41 billion nosedive

May 21, 2021 by The Inside Adviser

Shares bounce back, Victorian budget disappoints, mixed unemployment result The ASX200 (ASX: XJO) clawed back most of Wednesday's losses, adding 1.3% on Thursday as the risk-on environment returned. The rally was powered...

Tech sector runs red as ASX retreats

May 11, 2021 by The Inside Adviser

ASX hit as US rattled, Boral takeover offer, Rex clarifies misstatement The ASX200 (ASX:XJO) followed a global lead lower, falling 1.1% at the open and remaining in negative territory throughout the day....

Banks help ASX eke out narrow gain

May 4, 2021 by The Inside Adviser

Bank rally not enough, Westpac hike dividend, job ads continue to surprise The ASX200 (ASX:XJO) rose just three points to begin the week, with a powerful day from the financials sector (+1.4%)...

ASX ends slightly higher at fresh 13-month high

April 19, 2021 by The Inside Adviser

ASX struggles to another record, Sims upgrades guidance, lithium giants to merge The ASX200 (ASX:XJO) struggled to another record close, finishing just three points higher as a sell off in the energy...

Tech stocks send ASX soaring 0.8pc to seven-week high

April 6, 2021 by The Inside Adviser

Nasdaq rally, NZ travel bubble, merger activity sends market higher The ASX200 (ASX:XJO) followed a strong US lead on Tuesday, adding 0.8% with the industrials and IT sectors the key drivers. The risk-on...

ASX snaps three-day losing streak

March 22, 2021 by The Inside Adviser

ASX finished 0.7% higher, Crown (ASX:CWN) under offer, Fortescue (ASX:FMG) tanks The ASX200 (ASX:XJO) overcame a weak global lead to break a three day losing streak, adding 0.7% on Monday. Every sector...

What are High Conviction funds?

March 18, 2021 by Ishan Dan

Often used to describe a particular type of investment style - for example, the High Conviction Equities Fund - "conviction" is all the rage in equity markets today. This type of strategy usually holds...

ASX finishes higher on volatile day

March 8, 2021 by The Inside Adviser

ASX finishes higher on volatile day, US stimulus passed, Treasury Wine (ASX:TWE) now a takeover target The ASX200 (ASX:XJO) rallied strongly on the Labour Day public holiday for Victorians, opening 1.7% higher...

ASX down but positive week

March 7, 2021 by The Inside Adviser

ASX down but positive week, energy shines, asset management dispersion The ASX200 (ASX:XJO) fell 0.7% on Friday but managed to deliver a positive return for the week, finishing 0.6% higher. The commodities...

ASX on the cusp of five months of gains

February 23, 2021 by The Inside Adviser

ASX on the cusp of five months of gains, Seek (ASX:SEK) sold off on split, energy sector boom The ASX200 (ASX:XJO) rallied 0.9% on Tuesday, overcoming a weak start with the energy...

Franklin, Hyperion lead Morningstar award finalists

February 22, 2021 by Ishan Dan

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...

Portfolio diversification through innovation – Part 2

February 18, 2021 by Ishan Dan

Part 2 - Apollo Capital Fund It has been a busy few months for Bitcoin and the cryptocurrency world. Bitcoin's price rocketed to an all-time high of US$51,785 this month...

Are your clients asking about Tesla, lithium or space?

February 11, 2021 by Ishan Dan

Are your clients asking you why they don't hold Tesla? If they have an exposure to lithium? Are they looking for an exposure to the renewable energy boom? ETF Securities'...

Looking under the ETF bonnet

December 7, 2020 by Giselle Roux

Machines and the Mind Around 70%-80% of equity market volume is driven by algorithmic trading. There are a host of actors in this process, from hedge funds, exchange-traded funds (ETFs)...

Disruptive innovation delivered a 90% return for ARK

November 19, 2020 by Drew Meredith

The Dr Cathie Wood-led ARK Investment Management is facing a different kind of pressure as 2020 draws to a close. According to Bloomberg, ARK's ETF distributor, Resolute Investment Managers, is...