Investment
Growth asset coverage for advisers, including domestic and global equities, emerging markets, and high-conviction strategies.
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Unloved value stocks primed for outperformance: Pzena
Rising interest rates and elevated stock multiples have brought down the equity risk premium and created a highly advantageous environment for value investors,...
Innovation should be the engine of equity portfolios, especially in 'powerhouse' Australia
As central banks signal that global economies may have reached a tipping point and the inflation cycle may soon retreat, investment teams need to refocus on...
Small cap sell-off presents 'promising backdrop' for market entry: Australian Ethical
With interest rates at or near their peak, the headwinds buffeting small caps could turn into tailwinds. According to Australian Ethical portfolio manager Andy...
The future of value
The recent underappreciation of value stocks has made them an attractive proposition, but knowing the most important metrics to look at when appraising...
Green hydrogen good for climate but tough investment: Nanuk
To achieve the widespread adoption of green hydrogen necessary to reach net zero targets and for the companies in that sector to achieve their full potential,...
Critical mass: Four potential winners in the booming critical minerals space
The inimitable James Dunn picks a handful of niche critical minerals off the conveyor belt and discusses which ones have the most inherent stock potential.
In the shadow of Edinburgh Castle, reinvestment is the Rock of Ages
Edinburgh-based Dundas Global Investors sees dividend growth, rather than dividend income itself, as the key to long-term outperformance. The numbers bear out...
The 'thrill of the chase' in the small cap space
Small caps are coming back from a tough year, while opportunities abound in the IPO market and founder-led businesses according to Ausbil small and microcap...
Patience pays off as ethical, growth weightings shine amid volatility
Investing in quality takes patience, as does investing sustainably. The convergence plays well for those looking to build a portfolio with ESG parameters,...
Don't throw the growth stock baby out with the bathwater
Turbulent markets make it timely to review three growth businesses that boast strong free cash flow and robust balance sheets for volatile times, writes...
An abundance of value, or is the market just presenting more value traps?
High payout ratios and non-cyclical price falls are some of the red flags investors need to be wary of. A selection of portfolio managers reveal what they look...