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Pounding the Table for Small-Caps
We think small-cap investors are well-advised to follow the investment maxim, "Look to be fearful when others are greedy and greedy when others are fearful."
With short-term investors heading to the exit 'opportunity' arises in small caps
Australia's leading ethical investment firm, Australian Ethical, has been among those to bear the brunt of the at times 'brutal' sharemarket selloff that has...
Secular themes continue to surge despite growth selloff
. Whether it was renewable energy, carbon or cryptocurrency, investors of all types are naturally optimistic, often seeking to allocate capital to the sectors...
Lazard, PM Capital top the tables for Oz equities
A pandemic, a few supply-chain disruptions, a war in Europe, rising energy prices, climate change and soaring inflation. What more could you ask for?
Food innovation: Investing to feed our future
I am not an expert on climate change. Therefore, I will leave it to those experts and environmental, social and governance (ESG) specialists to talk in detail...
"We are in a different world" where industry dynamics will drive returns
"We spend the majority of our research time on understanding industries," explained Catherine Allfrey, portfolio manager of Wavestone Capital, when presenting...
'Era of structural inflation' will require change of approach
‘An era of structural inflation is upon us” explained Con Michalakis, head of investments at Statewide Super, speaking at The Inside...
'Analyst vacuum' an enduring alpha opportunity in small caps
Australian portfolios are not appropriately positioned for the risk and reward on offer from the multitude of asset classes and sectors available, contended...
Good time to buy quality semiconductor companies, say experts
For investors looking to build positions in quality technology firms, the US computer chip giants are trading at attractive price levels, with many brokers now...
Amazon and the value vs. growth challenge
Value investing has been the clear winner of the first third of 2022, with the tech-heavy Nasdaq leading losses in global sharemarkets.
Value renaissance set to continue
The move away from so-called 'growth stocks' which began in Q3 2020 is set to continue, with the winter for 'value investing' set to thaw according to Colin...