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Harnessing the duration effect to look beyond short-term noise
Semiconductor equipment manufacturer ASML, paint and coating company Sherwin-Williams, and payments company Mastercard are examples of stocks which possess the...
Successful growth investing demands clear focus
How difficult is it to be a successful growth manager in today’s turbulent markets? Let’s hear from Francyne Mu, a portfolio manager of the...
Pandemic shift turns 'temporary' into structural growth
The value renaissance has been the topic du jour in the financial press since the vaccine-led recovery began in November 2020. After decades of...
Courage required in the search for growth amid thematic boom
Themes and long-term investing go hand in hand with wide divergence between the merits of ETFs and active funds. A recent plethora of appealingly named ETFs...
Advisers take a fresh look at emerging markets
A confluence of largely unrelated trends is prompting advisers to rethink their former reticence about emerging markets for all but their better-heeled...
Smaller company sell-off offers opportunity - Twidale
The Australian market is in a world of its own, pushing ahead with a strong post-pandemic-led recovery while a rebound of the global economy is edging closer...
Equities & Growth Assets Symposium Summary
This report provides a short summary of each presentation and the key learning outcomes from the Equities and Growth Assets Symposiums in Melbourne and Sydney.
Valuation gap between value and growth at 'extreme levels'
Simon Adler, who heads up the Equity Value fund at Schroders, presented at The Inside Network’s recent Equities & Growth Assets symposium, discussing...
'Uneven' impact of race to net zero opens huge opportunity
The mooted transition to net-zero will have an “uneven impact” across sectors, presenting opportunity and risk in equal measure, according to JP...
Despite continued growth, tech remains underweight in portfolios
Technology has been the best performing sector for 10 years. And it has outperformed for the correct reason: it makes more money. The past decade, the tech...
'The market is efficient, but it has no imagination' - Ausbil
Global small-caps consistently outperform their large-cap brethren – and do it with a better risk-adjusted return – but few investors are paying...