NEWS & INSIGHTS
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.
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.
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.
Dynamic Growth International Equities
Portfolio Manager Bradley Amoils provides a portfolio update and insights from the reporting season.
Israeli Tech Companies
Fund Managers Sagi Ben Yosef and Gabi Dishi provide a portfolio update and insights from the reporting season.
Are we heading back to 70s-style stagflation?
Tim Richardson CFA, Investment Specialist “This is nothing like the 1970’s, which was a pretty dismal period, and not just...