Investment
Growth asset coverage for advisers, including domestic and global equities, emerging markets, and high-conviction strategies.
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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...
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...