NEWS & INSIGHTS
A stellar year for REITs – will this continue into 2022?
With the clock ticking over to 2022, the world will have endured two years of COVID-19. Despite the well-documented challenges,...
WHEB wins “European ESG Manager of the Year” in the Funds Europe Awards 2021
WHEB Asset Management wins “European ESG Manager of the Year” in the Funds Europe Awards 2021. Now in their 17th...
A Frontline View on Inflation and Its Persistence
Anecdotal reports from the companies we follow indicate differing impacts from rising prices—and offer a few clues to where inflation...
How a simple investment process led to Facebook, Moderna
Original article Axiom Investors’ Bradley Amoils is looking for only one kind of stock: a company changing dynamically, with sustainable...
ESG investing. Sometimes the journey is more rewarding than the destination.
By 2025, Global ESG assets are on track to exceed $53 trillion, representing more than a third of the $140.5...
EV Drivers – From smug to Bah Humbug
I’m at an age where my summer weekends are packed with weddings all over the country. This year, travelling to...
Buffett enjoys a good win but Aussie LIC shows better timing
ASX-listed LIC Pengana Private Equity Trust is grabbing small slices of some of the hottest tech companies in the world,...
Global Small Companies
Portfolio Manager Jon Moog provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...
China remains a high value target zone
The recent wave of regulatory reform in China has been highly visible, resulting in a knee-jerk reaction among investors, some...