Investment
Growth asset coverage for advisers, including domestic and global equities, emerging markets, and high-conviction strategies.
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Food innovation: Investing to feed our future
I am not an expert on climate change. Therefore, I will leave it to those experts and environmental, social and governance (ESG) specialists to talk in detail...
"We are in a different world" where industry dynamics will drive returns
"We spend the majority of our research time on understanding industries," explained Catherine Allfrey, portfolio manager of Wavestone Capital, when presenting...
'Era of structural inflation' will require change of approach
‘An era of structural inflation is upon us” explained Con Michalakis, head of investments at Statewide Super, speaking at The Inside...
'Analyst vacuum' an enduring alpha opportunity in small caps
Australian portfolios are not appropriately positioned for the risk and reward on offer from the multitude of asset classes and sectors available, contended...
Good time to buy quality semiconductor companies, say experts
For investors looking to build positions in quality technology firms, the US computer chip giants are trading at attractive price levels, with many brokers now...
Amazon and the value vs. growth challenge
Value investing has been the clear winner of the first third of 2022, with the tech-heavy Nasdaq leading losses in global sharemarkets.
Value renaissance set to continue
The move away from so-called 'growth stocks' which began in Q3 2020 is set to continue, with the winter for 'value investing' set to thaw according to Colin...
'You don't need to swing for the fences to get good returns'
The passive vs. active debate remains alive and well, particularly in the larger company universe, where being different to the index is quite a challenge, and...
Passive flows creating opportunity in 'less efficient' global smalls
Global smaller companies, defined broadly as those valued anywhere between $300 million and $5 billion, are offering one of the most compelling valuation...
The sector representing a $25 trillion opportunity
As chief investment officer of Munro Partners, a global growth equity strategy that seeks to be THE global growth fund for Australian investors, Nick Griffin...
Flipping the script in pursuit of alpha
Speaking at the Inside Network’s Equities and Growth Assets Symposium, the only conference dedicated to this important asset class, co-portfolio manager...