Investment
Growth asset coverage for advisers, including domestic and global equities, emerging markets, and high-conviction strategies.
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- Dion Hershan
- Drew Meredith
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- Francyne Mu
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- Michael Block
- Mishan Dahia
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- Nicki Bourlioufas
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- Rob Perrone, Eric Marais & Shane Woldendorp
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- The Inside Adviser
- Tom King
- Tyndall Asset Management Australian Small Companies Team
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- Yarra Capital Management
Looking for exposure to the booming semi-conductor sector?
Not a day goes by that we don’t hear about the massive semiconductor shortage created by the pandemic. Supply chains around the world which span Europe,...
Advisers take a fresh look at emerging markets
A confluence of largely unrelated trends is prompting advisers to rethink their former reticence about emerging markets for all but their better-heeled...
Smaller company sell-off offers opportunity - Twidale
The Australian market is in a world of its own, pushing ahead with a strong post-pandemic-led recovery while a rebound of the global economy is edging closer...
Equities & Growth Assets Symposium Summary
This report provides a short summary of each presentation and the key learning outcomes from the Equities and Growth Assets Symposiums in Melbourne and Sydney.
Valuation gap between value and growth at 'extreme levels'
Simon Adler, who heads up the Equity Value fund at Schroders, presented at The Inside Network’s recent Equities & Growth Assets symposium, discussing...
'Uneven' impact of race to net zero opens huge opportunity
The mooted transition to net-zero will have an “uneven impact” across sectors, presenting opportunity and risk in equal measure, according to JP...
Despite continued growth, tech remains underweight in portfolios
Technology has been the best performing sector for 10 years. And it has outperformed for the correct reason: it makes more money. The past decade, the tech...
'The market is efficient, but it has no imagination' - Ausbil
Global small-caps consistently outperform their large-cap brethren – and do it with a better risk-adjusted return – but few investors are paying...
Medical devices the next frontier of growth
Move over supermarkets, utilities and gold bullion. When it comes to defensive exposures, there’s nothing more compelling than medical device providers...
Equity funds back in vogue
Australian investors put more money into traditional equity funds in February and March than they did in the whole of 2019, prior to the impact of covid-19. A...
Which managers are leading the value investing boom?
In a nutshell, value investing is buying ‘quality’ companies at share prices well below intrinsic value. Quality is defined using four...