Australian small caps at inflection point this reporting season

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Overall, the February reporting season was generally positive for Australian small caps, with the domestic economy remaining resilient, and many small cap company results beating market expectations, says Phillip Hudak... Read more continue reading

Driving thematics in the US

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According to the US Department of Energy (2022), more than 70% of transmission and power transformers in the US energy infrastructure are over 25 years old. Increasing demand will require... Read more continue reading

When developed markets become emerging markets

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Key takeaways Europe is experiencing challenges typical of emerging markets, including energy insecurity and increased government intervention, which threaten its long-term industrial and technological competitiveness European nationalisations, windfall taxes, and... Read more continue reading

Small cap private equity funds outperform large cap peers

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According to new research from Schroders, private equity funds that invest into small and mid-cap companies perform better than their large cap peers, creating superior returns. “Any private equity fund... Read more continue reading

Have we found ourselves in a stock market bubble?

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History does not repeat, but it rhymes. I was reminded of this truism recently when I compared the recent stock market performance of Nvidia with that of Cisco Systems in... Read more continue reading

Use quality to navigate rate cuts and a slowdown

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The strength in the US economy, so far, keeps us confident that the Fed will not begin policy cuts before May-end, and the ECB would also remain vigilant on disinflation,... Read more continue reading

‘Relief rally’ skewing return expectations 

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Financial markets are full of warnings about past performance not being an indicator of future performance.  But past precedent can be invaluable in preparing for the future, and history certainly... Read more continue reading

The investment case for private credit remains strong

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Private credit offers investors an attractive opportunity to benefit from regular income, strong investor protections and low volatility, irrespective of the economic conditions that prevail during 2024. This article from... Read more continue reading

The rise of artificial intelligence in portfolios

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Recession obsession In 2023, the market defied expectations as it rebounded from the anticipated recession that never materialised. Investors, expecting a downturn due to an unprecedented rate-hiking campaign, were caught... Read more continue reading

Top 5 risks facing Australian investors in 2024

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The below is our view of the largest risks facing Aussie investors in 2024. Some of these, such as the rising risk of a property correction in China, were raised... Read more continue reading