Investment
Growth asset coverage for advisers, including domestic and global equities, emerging markets, and high-conviction strategies.
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- The Inside Adviser
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Global, growing, and undervalued: Is healthcare the opportunity of the cycle?
Healthcare, according to Perennial’s Victor Windeyer, is in the eye of the perfect storm— but in the best possible sense. Speaking at The Inside...
Australian small-caps: Benchmarks, fees and a quant’s playground
At the recent Investment Leaders Forum, Scott Bennett brought data, deadpan wit, and a surprisingly sharp message for anyone paying passive fees in small caps.
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...