NEWS & INSIGHTS

The case for global small caps – a portfolio update

Portfolio Manager Jon Moog provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...

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Reporting season demonstrates resilient earnings from AREITs

There was much anticipation from REIT investors going into this reporting season. It not only reveals how AREITs are coping...

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Is a re-opened China a danger or an opportunity?

Tim Richardson CFA, Investment Specialist Consumer spending accelerated when China suddenly abandoned its zero-Covid policy, but the country’s longer-term challenges...

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UK water companies – from hero to zero

Water pollution is an ancient problem in the UK, with sewage spills and other sources of contamination frequently making headlines....

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Can Contact Lenses for Kids Solve the World’s Vision Problem?

The screens we can’t seem to live without are contributing to alarming rates of myopia, or nearsightedness, around the world....

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Is now the right time to buy smaller companies?

Tim Richardson CFA, Investment Specialist Smaller companies often outperform the broader market in the early stages of an economic recovery....

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How a Canadian Dollar Store Became One of the World’s Most Profitable Retailers

Retail chains aren’t known for particularly high profit margins, but Dollarama—where many items sell for just C$1—is the surprising exception....

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