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
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...
The four 'D's of opportunity in healthcare investment
Melbourne-based specialist investment firm Horizon 3 is backing its knowledge in what is a very broad sector, but one that offers investors the chance to...
Tech innovation to fuel drive towards the world's first trillionaire
Of all the sectors poised to take over this century, venture capitalists are most enamored with green technology and the infrastructure that supports...
'Common, observable and exploitable': Value distortions and the emerging market advantage
The functionality of value investing hinges on one important and fundamental premise: that humans are fallible and emotional operators that over-react,...
Orbis and the private ownership advantage in value investing
The vast majority of quality asset managers will go through periods of five years of underperformance or more, which makes it difficult for that firm to take...
Small caps renaissance set to highlight the value of active management: Invesco
While the small companies sector of the share market is poised to benefit from the predicted retreat of inflation, the tailwinds really kick in when you throw...
The trick to value investing is more fundamental than you think
It's not always about finding companies that have the biggest market share or the ones that dominate the headlines. For true value investors, the key is to...
Difficult conditions suit small caps, active management: Atchison
Australia may not have the Magnificent Seven tech stocks, but a heavy top end on the ASX means concentration risk is just as present, Atchison's says....