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
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...
Successful growth investing demands clear focus
How difficult is it to be a successful growth manager in today’s turbulent markets? Let’s hear from Francyne Mu, a portfolio manager of the...
Pandemic shift turns 'temporary' into structural growth
The value renaissance has been the topic du jour in the financial press since the vaccine-led recovery began in November 2020. After decades of...
Courage required in the search for growth amid thematic boom
Themes and long-term investing go hand in hand with wide divergence between the merits of ETFs and active funds. A recent plethora of appealingly named ETFs...
'Consensus is the opportunity' in global small caps
‘Consensus is dumb’. These were the closing comments of leading global small and mid-cap (SMID) equity manager Ned Bell at the recent Inside...