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Brilliant Investment Thinking by Advisers for Advisers.
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AI impact on Australian growth stocks is reshaping market assumptions

The AI impact on Australian growth stocks is beginning to show in valuations and earnings expectations. As artificial intelligence erodes competitive moats,...

In active equity investing, process and humility may matter more than certainty 

Invesco’s Andrew Hall says the best investors are not the most certain: they are the most disciplined about process, psychology and knowing what can go...

Australia’s retirement wave is creating a quiet private equity boom

With 60,000 small‑cap businesses and little institutional competition, Fortitude sees the lower mid‑market as private equity’s true growth frontier.

Space X already lifted-off for Pengana

The potential Space X initial public offering (IPO) later this year will be the largest – and likely the most sought-after – stock market float yet seen....

Looking for growth? Then stay away from the S&P/ASX20

Where the US sharemarket index is concentrated in the "magnificent seven," in Australia, it's more like the "broken blue chips." The notion that you can...

AI, infrastructure, commodities and the investment case ahead

AI is now deeply embedded into society, and it represents the early stages of a long-term capital formation cycle, not a cyclical opportunity. However, a...

Does active management really protect on the downside?

To examine this proposition, we compare the randomly chosen First Sentier Wholesale Australian Share Fund and the Pendal Focus Australian Share Fund across...

Microcaps: The quiet engines of long-term wealth creation

Joel Fleming is most at home in a part of the stock market where not many analysts or fund managers venture. That's just fine with him.

Different paths to equity income: A comparative manager lens

As investor demand for stable equity-derived income rises – particularly among retirees and defensive portfolios – fund managers have taken diverging paths...

Global, growing, and undervalued: Is healthcare the opportunity of the cycle?

Healthcare, according to Perennial’s Victor Windeyer, is in the eye of the perfect storm— but in the best possible sense. Speaking at The Inside...

Australian small-caps: Benchmarks, fees and a quant’s playground

At the recent Investment Leaders Forum, Scott Bennett brought data, deadpan wit, and a surprisingly sharp message for anyone paying passive fees in small caps.