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
Small caps boasting a ‘moat’ can enjoy long-term outperformance
The dominance of the share market’s heavyweights over the past three years is making valuations further down the line look attractive again.
Head-to-head: Value versus growth in global equities
As with so many debates that have passionate adherents, the value-versus-growth debate is not one where investors need to pick a side. Ultimately, both value...
Head-to-head: fundamental versus systematic investing in Australian equities
The debate between fundamental investing and systematic investing is right up there with the Beatles versus the Rolling Stones, or that between fans of...
Europe becomes flavour of the month as US equities hit a roadblock
Investors are right to diversify overseas. What they must remember is, it’s not just a US story focused on the 'Magnificent Seven.'
Super funds push 'vulnerable' bank stocks into stratosphere, elevating risk levels
The super funds' collective willingness to pay inflated prices for bank shares is starting to make them look like outliers. With about 30 per cent collective...
The active advantage in small cap investing explained
The rise of passive investment makes tremendous sense, especially when the index being tracked is on the large cap side. Move down the index, however, and it...
Why value is better at taking market beat-downs
Value stocks are hit harder in market drawdowns but come out of them faster and harder, according to research from Pzena Investment Management.
Investors shake off home bias, shift to international equities
Australian investors are looking past the allure of franking credits and moving towards more unbiased diversification, with ETFs providing a cheap, liquid and...
High regulatory bar makes healthcare a solid value play: Perennial
Idiosyncratic regulations around healthcare product marketing in Australia has led to an under-represented market, which in turn presents an opportunity for...
Ex-20 option shines as banks and miners face growth headwinds in 2025 and beyond
The entrenched position of the banks and miners in the ASX 200 doesn't necessarily correlate to inherent growth potential, especially with the issues both...
The systematic, broad market advantage to be had in small-cap investing
The small-cap space can be rife with risk, as emotion and understanding wrestle with common sense practice. But with a systematic style overlaid to provide...