Investment
Growth asset coverage for advisers, including domestic and global equities, emerging markets, and high-conviction strategies.
- Contributor
- Cristina Lee
- Dion Hershan
- Drew Meredith
- Emanuel Datt
- Francyne Mu
- Giselle Roux
- Greg Bright
- Ishan Dan
- James Dunn
- Lachlan Maddock
- Laurence Parker-Brown
- Michael Block
- Nicki Bourlioufas
- Peter McPhee
- Rob Perrone, Eric Marais & Shane Woldendorp
- Staff Writer
- Tahn Sharpe
- The Inside Adviser
- Tom King
- Tyndall Asset Management Australian Small Companies Team
- Yarra Capital Management
Why global small caps deserve a permanent place in portfolios
Goldman Sachs Asset Management’s Sadhvi Gupta says global small caps give investors a different set of businesses from their large cap holdings, and a...
Cathie Wood’s conviction is undimmed and that should worry the skeptics
Private markets are where the next generation of trillion-dollar companies is incubating, and that's where renowned tech investor Cathie Wood has an...
When index inclusion changes everything except the business case
NorthStar's Claudia Kwan expects Tasmea to join the ASX 300 shortly. The promotion improves liquidity, but advisers should look past the index effect to the...
Australia's AI exposure lives outside the ASX 20
Ellerston Capital's James Barker and Jack Briggs say the companies building and adopting AI in Australia barely register in the large cap index, and advisers...
Volatility is opening doors in Australian micro cap stocks
Ellerston's Jack Briggs says Australian micro cap stocks in infrastructure, industrials, and healthcare are best placed to navigate persistent inflation, with...
Where jurisdictional risk becomes an energy advantage
Datt Capital's Emanuel Datt sees supply risks building and jurisdictional concerns creating a specific opportunity for investors who know where to look
AI is booming yet the supply chain is not keeping up. There lies the opportunity
AI infrastructure bottlenecks are creating structural pricing power across semiconductors, networking and optical companies. ClearBridge's Eliza Mazen argues...
Australia's AI infrastructure boom is creating small-cap opportunities
Ellerston Capital's micro cap fund returned 27.8 per cent over the year to May 2026, comfortably beating its benchmark by 16.6 per cent, as AI infrastructure...
Earnings, not fear, should drive the outlook
The S&P 500 has gone nowhere for six weeks, but the ClearBridge recession dashboard remains green. Jeffrey Schulze makes the case that a stalled index after a...
Riding the re-rating case for Southeast Asia's standout story
For investors seeking genuine diversification from the ‘Magnificent Seven,’ and exposure to a compelling, under-appreciated growth story, Vietnam is making...
The profit test: what 12 years of global earnings reveal about equity value
Capital Group's Value Watch study challenges how advisers think about global equity valuations, finding the world's 1,600 largest listed companies earned back...