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The trick to value investing is more fundamental than you think
It's not always about finding companies that have the biggest market share or the ones that dominate the headlines. For true value investors, the key is to...
Difficult conditions suit small caps, active management: Atchison
Australia may not have the Magnificent Seven tech stocks, but a heavy top end on the ASX means concentration risk is just as present, Atchison's says....
It's quality time for global equities: Yarra Capital
Investors will need to adjust their expectations (and portfolios) to account for higher for longer interest rates, slower economic growth, stickier inflation...
Unloved value stocks primed for outperformance: Pzena
Rising interest rates and elevated stock multiples have brought down the equity risk premium and created a highly advantageous environment for value investors,...
Small caps set for resurgence with softening of inflation: Atchison's
Toohey notes that on top of softening inflation, small caps will also be buoyed by enhanced consumer sentiment and a better lending environment. "The sector...
Innovation should be the engine of equity portfolios, especially in 'powerhouse' Australia
As central banks signal that global economies may have reached a tipping point and the inflation cycle may soon retreat, investment teams need to refocus on...
Small cap sell-off presents 'promising backdrop' for market entry: Australian Ethical
With interest rates at or near their peak, the headwinds buffeting small caps could turn into tailwinds. According to Australian Ethical portfolio manager Andy...
Atchie's top 5: Core global equity blend funds
The benchmark core equities sector is a fundamental sleeve in any sophisticated portfolio. Most profess top quartile returns, but which five have genuinely...
The future of value
The recent underappreciation of value stocks has made them an attractive proposition, but knowing the most important metrics to look at when appraising...
Green hydrogen good for climate but tough investment: Nanuk
To achieve the widespread adoption of green hydrogen necessary to reach net zero targets and for the companies in that sector to achieve their full potential,...
Critical mass: Four potential winners in the booming critical minerals space
The inimitable James Dunn picks a handful of niche critical minerals off the conveyor belt and discusses which ones have the most inherent stock potential.