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
- Mishan Dahia
- Nick Hatzis
- 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
- Will Arnost
- Yarra Capital Management
While growth stocks chase the future, value investing is quietly winning
The 2026 Federal Budget and AI disruption are shifting market dynamics, driving a powerful tailwind for disciplined Australian value investing strategies...
Sizing up: why a 10-20 per cent allocation to global small caps belongs in portfolios
Ausbil Investment Management's Tobias Bucks argues that global small caps are the most overlooked part of the opportunity set, and that deglobalisation and...
Fear, euphoria and the emerging-markets opportunity investors keep missing
Pzena Investment Management president Allison Fisch says the assumptions that steer investors away from value in emerging markets don’t hold up. If anything,...
DNR Capital's small-cap fund earns back-to-back recognition in 2026
The firm is gaining major industry recognition as its Australian Emerging Companies Fund secures another finalist nomination, highlighting a disciplined,...
Volatility is masking the best stock-picking environment in years
PineBridge's Michael Mark says the macro noise driving markets in 2026 is real, but underneath it lies an earnings story stronger than most investors realise...
Franklin Templeton on where AI is creating winners and casualties
Franklin Templeton's Jonathan Curtis argues AI is not destroying enterprise software, it is repricing it. The winners and losers are already emerging, and...
The queue that isn’t forming: why Australia’s IPO market has stalled
Katie Hudson, head of Australian equities research at Yarra Capital Management, argues that the IPO drought gripping listed markets is not a demand problem, it...
The 25-year cycle: how history is pointing advisers toward small caps right now
After 26 years in small cap investing, Wellington Management's Peter Carpi has a clear message for advisers: the rotation from large caps to small caps is not...
Be disloyal: why blue chips may be costing your clients
Yarra Capital Management’s Dion Hershan argues the set-and-forget mentality that has defined a generation of Australian equity investing is now a liability....
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...