Investment
Growth asset coverage for advisers, including domestic and global equities, emerging markets, and high-conviction strategies.
- Contributor
- 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
'Need to search beyond the index' for clean energy opportunities
The United States’ re-signing of the Paris Climate Agreement under President Biden, combined with a strengthening commitment on carbon emission targets...
Why one manager is bullish on a dividend boom
Are investors looking at a dividend bonanza in 2021? According to Dr Don Hamson, portfolio manager of the Plato Australian Shares Income strategy, the drought...
Looking for the long-term 'reopening beneficiaries'
As the COVID recovery gathers momentum, it is interesting to consider which sectors and companies are benefiting from the short-term boost of temporary...
Emerging market debt best positioned in decades
The search for diversification has forced financial advisers to look far and wide as they seek non-correlated opportunities to fortify client portfolios. Among...
The stars are aligning for traditional 'value' stocks
Angela Ashton, founder and director of asset consultant Evergreen Consultants, suggests that TINA – or ‘There is No Alternative,’ to...
Can equities still be rewarding in 2021?
In the final weeks of the year, there appear the inevitable reports on what eventuated in 2020, coupled with the near-universal view that 2021 is lining up as...
Bottom-up stock selection more important than ever
In a recent podcast, Aidan Farrell, Director of Global Small Cap Equities at Eaton Vance discusses investment opportunities presented by the global small-cap...
Thinking forward: Three ASX biotech stars
And still they keep coming – here’s the fourth instalment of our series on the fascinating ASX cohort of medical device developers. As always,...
Growth managers continue to shine
It’s been a while since “value investing” made sense: the style has suffered a dreadful stretch of performance since the 2008 financial...
Sizing up the smalls
Generalising is a dark art. The moment one observes an apparent pattern, idiosyncratic data jumps out. Judging small-cap managers falls into this trap....
Introducing the NEATs
Video games have traditionally been associated with laziness, requiring someone to stay at home in a dark room when they could be doing more...