NEWS & INSIGHTS
Having an ‘A-ha’ moment on battery electric vehicles
Not all readers I imagine will have fond memories (or indeed any memories!) of the Norwegian pop group ‘A-ha’. During...
Is Co-Investing Still the Right Approach During a Market Dislocation?
View PDF Version KEY TAKEAWAYS Buyout deal volume and invested dollars drastically slowed in Q2 2022, but recently we...
How will a weaker US dollar impact Australian investors?
Tim Richardson CFA, Investment Specialist “A US dollar is an IOU from the Federal Reserve Bank. It’s a promissory note...
Global High Conviction Stocks
Portfolio Managers James McDonald and Jeremy Bendeich provide a portfolio update and insights from the reporting season. CPD points applicable...
Unpacking the impact of our software holdings
What is there not to like about software companies? They tend to operate at high margins, benefit from astonishing operational...
Global Small Companies
Portfolio Manager Jon Moog provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...
How investors can avoid the zombie apocalypse
Tim Richardson CFA, Investment Specialist “A bank is a place that will lend you money if you can prove that...
High Conviction AREITS
Portfolio Manager Amy Pham provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...
Dynamic Growth International Equities
Portfolio Manager Bradley Amoils provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...