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Brilliant Investment Thinking by Advisers for Advisers.
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Space X already lifted-off for Pengana

The potential Space X initial public offering (IPO) later this year will be the largest – and likely the most sought-after – stock market float yet seen....

Looking for growth? Then stay away from the S&P/ASX20

Where the US sharemarket index is concentrated in the "magnificent seven," in Australia, it's more like the "broken blue chips." The notion that you can...

AI, infrastructure, commodities and the investment case ahead

AI is now deeply embedded into society, and it represents the early stages of a long-term capital formation cycle, not a cyclical opportunity. However, a...

Does active management really protect on the downside?

To examine this proposition, we compare the randomly chosen First Sentier Wholesale Australian Share Fund and the Pendal Focus Australian Share Fund across...

Microcaps: The quiet engines of long-term wealth creation

Joel Fleming is most at home in a part of the stock market where not many analysts or fund managers venture. That's just fine with him.

Different paths to equity income: A comparative manager lens

As investor demand for stable equity-derived income rises – particularly among retirees and defensive portfolios – fund managers have taken diverging paths...

Global, growing, and undervalued: Is healthcare the opportunity of the cycle?

Healthcare, according to Perennial’s Victor Windeyer, is in the eye of the perfect storm— but in the best possible sense. Speaking at The Inside...

Australian small-caps: Benchmarks, fees and a quant’s playground

At the recent Investment Leaders Forum, Scott Bennett brought data, deadpan wit, and a surprisingly sharp message for anyone paying passive fees in small caps.

Small caps boasting a ‘moat’ can enjoy long-term outperformance

The dominance of the share market’s heavyweights over the past three years is making valuations further down the line look attractive again.

Head-to-head: Value versus growth in global equities

As with so many debates that have passionate adherents, the value-versus-growth debate is not one where investors need to pick a side. Ultimately, both value...

Head-to-head: fundamental versus systematic investing in Australian equities

The debate between fundamental investing and systematic investing is right up there with the Beatles versus the Rolling Stones, or that between fans of...