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
DNR Capital continues stellar run with third consecutive domestic equities win
Despite a proliferation of providers entering what is an already crowded market, DNR Capital has managed to pull of an impressive run in the Australian...
'Shiny new things' not in our wheelhouse, says high-conviction investment team
The prospect of riding the giddying, volatile rocket ship of tech stocks like Nvidia holds little interest for high conviction teams who back their proven...
Factors to repel small cap 'zombies, fallen angels and glamours': Invesco
By employing smart active management, investors can avoid the ghoulish company cohorts that haunt the small cap sector of the stock exchange, Invesco writes in...
Blind faith in growth tech stocks doesn't add up: Pzena
Where the market goes from here is a question each investor much face on their own, but for those looking to chase the growth tail and tip into what are a...
Energy transition thematic delivering niche opportunities for investors: Fortitude
"There are a range of different ways to invest in the energy transition thematic," Fortitude explains, adding that the opportunities on the periphery often...
Large cap growth stocks showing resilience in turbulent times
Outside of the ubiquitous Magnificent Seven, large cap growth stocks have been buffeted by prevailing economic conditions. Yet global large caps can still...
Examining the case for small and mid-cap funds
The potential for small and mid-cap companies to outperform the bigger players on indices is clear, with liquidity expected to increase as inflation comes off...
Smart income derivative equity funds gain ascendancy during volatility cycle
Managing a derivative equity income portfolio involves several complex challenges, but the payoff for investors during periods of volatility can be significant...
After a brutal period, active equity managers look to turn a corner
While some may have gotten a little kick out of watching the tall poppies of the investment landscape get cut down over the last decade, it's worth remembering...
Time to look ‘off the beaten path’ for growth: Franklin Templeton
The incredible performance of the Magnificent Seven mean investors aren’t always seeing the technological growth that’s driving industries like...
'Tide has turned': Small cap opportunity never clearer, especially in Australia
Inflation has likely peaked and the small cap market has bottomed out. The bad news is that relative returns have already started improving. The good news is...