Investment
Growth asset coverage for advisers, including domestic and global equities, emerging markets, and high-conviction strategies.
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- The Inside Adviser
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EM, small-caps tipped to top return leader board
The team at Evergreen Consultants has released cutting-edge research that reveals the direction markets will take with higher inflation. The 2021 issue of...
'It's never been a better environment to start shorting stocks'
“It’s never been a better environment to start shorting stocks,” says Ray David, portfolio manager for the Schroder Australian Equity Long...
It pays to be green as responsible investment Australian equity funds outperform
“It pays to be green,” was once a premature conclusion, but now that conclusion couldn’t be any closer to the truth. According to Evergreen...
Leading ethical manager backs Nuix, adds water exposure
Australia’s longest standing responsible investment manager, Australian Ethical, has continued to sustain the top quartile performance of their...
Munro doubles down on climate as search for 'structural growers' expands
Sustained strong performance has not caused complacency at global equity manager Munro Partners, which this week announced the launch of a new...
Structural growth still 'at reasonable levels' - Griffin
While equity markets pedaled sideways over the September quarter, volatility has returned, causing a pullback and a lot of pain for global fund managers. Nick...
Tech sell-off an opportunity, not a threat
It didn’t take long to see headlines about another technology sector sell-off feed through the market. It seems like a monthly occurrence that the threat...
It's like the internet in the 1990s
There’s a lot of buzz around hydrogen and its potential use as a renewable energy source. Most hydrogen produced today is “grey”...
'Look through the macro' and focus on the company
“Look through the macro” were the words used by portfolio manager Adam Chandler in a recent update on Claremont Global’s high-conviction...
European equities offer the last bastion of value
As concerns grow about record-breaking US and Australian equity market valuations, the nascent recovery in Europe is opening opportunities for value seeking...
Harnessing the duration effect to look beyond short-term noise
Semiconductor equipment manufacturer ASML, paint and coating company Sherwin-Williams, and payments company Mastercard are examples of stocks which possess the...