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
High demand for cybersecurity rolls out new investment opportunities
After a string of high-profile incidents, the sale of Australia's largest listed cybersecurity company, Tesserent (ASX:TNT) to French multinational Thales is a...
Capping upside the trade-off for predictable share investing
Strategies that seek to deliver a pre-determined rate of return over a specified period of time are uncommon, but defined-return investing may be finding its...
If you're buying a bull, buy a young bull
Basing an investment strategy on the goldilocks investment markets of the last 35 years gives rise to considerable risk, writes Michael Block, and now might be...
Tech sector soars as bond yields and banks fall
Despite increased volatility emanating from the banking sector, tech stocks have been supported by falling bond yields on fears the global economy could slip...
Long-term returns data compelling, but systemic approach to small caps required
Small cap investing has considerable upside, which the long-term returns data shows. But many small caps are less than quality grade, and the managers picking...
Company quality is no absolute: Loomis Sayles
Valuing companies and their potential for growth is a slippery, convoluted process. Quality is a key metric, according to Loomis Sayles, but other factors play...
Clean power drops in price, value seen in stocks
Wind and solar are gauged as the cheapest sources of electricity generation and storage in Australia, with technology costs trending in the right direction for...
Pounding the Table for Small-Caps
We think small-cap investors are well-advised to follow the investment maxim, "Look to be fearful when others are greedy and greedy when others are fearful."
With short-term investors heading to the exit 'opportunity' arises in small caps
Australia's leading ethical investment firm, Australian Ethical, has been among those to bear the brunt of the at times 'brutal' sharemarket selloff that has...
Secular themes continue to surge despite growth selloff
. Whether it was renewable energy, carbon or cryptocurrency, investors of all types are naturally optimistic, often seeking to allocate capital to the sectors...
Lazard, PM Capital top the tables for Oz equities
A pandemic, a few supply-chain disruptions, a war in Europe, rising energy prices, climate change and soaring inflation. What more could you ask for?