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Everything from ECP Asset Management

ECP expands global equities team with new appointment

From ECP Asset Management

ECP Asset Management (ECP) has appointed Romith Manju to the newly created role of investment analyst in the global equities team, effective immediately. In this role, Manju will be a

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31 Jul 2026

Muddy markets need a defensive strategy as earnings seasons closes in

From ECP Asset Management

With reporting season just around the corner ECP Asset Management partner, Andrew Dale, says investors should adopt a more defensive approach to their investments as the outlook for the second

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22 Jun 2026

HALO companies resurface from AI disruption

From ECP Asset Management

Companies with heavy assets and low obsolescence (HALO) are emerging as the next big investment theme, following the disruption caused by AI disruption in asset-light sectors, according to principal, investment

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13 Apr 2026

Geopolitical tensions and thematic shifts not an end to the growth story

From ECP Asset Management

The outbreak of the conflict between the US-Israel and Iran has sparked further market volatility and ‘risk-off’ sentiment but reacting too quickly to geopolitical shocks can be counterproductive, according to

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16 Mar 2026

Strong Australian dollar could impact earnings this reporting season

From ECP Asset Management

The Australian dollar hit a three-year record high this week, moving above 70 US cents, which is likely to see several Australian companies downgraded this reporting season, according to Andrew

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12 Feb 2026

The importance of culture in funds management

From ECP Asset Management

The most important asset that any funds management company has is usually their human capital. For most active fund managers, it’s the people that make the decisions about which companies

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12 Nov 2025

ECP promotes Justin Warton to partner; ECP Global Growth Fund (Aust) now available on HUB24

From ECP Asset Management

ECP Asset Management has promoted Justin Warton to partner, investments, effective immediately. He will continue to oversee the ECP Global Growth Fund with fellow principle, investments, Annabelle Miller. Mr Warton

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30 Sep 2025

ECP favours TSMC over Nvidia and Intel as chip war accelerates

From ECP Asset Management

As Nvidia hits fresh record highs based on strong sales of its advanced computer chips, Annabelle Miller, principle, investments at ECP Asset Management, says Taiwan Semiconductor Manufacturing Company (TSMC) is

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29 Sep 2025

ECP joins Future Generation Women

From ECP Asset Management

ECP Asset Management’s Global Growth Fund has been selected as the latest partner of Future Generation Women. Annabelle Miller, principal at ECP Asset Management, will provide pro bono investment support

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01 Sep 2025

Use cases for AI investments already emerging despite investor capex concerns

From ECP Asset Management

Despite investors starting to show some concerns about the share prices of tech companies such as Microsoft, Amazon, Google and Meta, these fears should not be overblown, says Annabelle Miller,

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15 Aug 2025

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CPD: Why private market assets belong in client portfolios
Australia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its [...]
CPD: Diversifying portfolios with Emerging Market debt
For advisers building diversified portfolios, especially those focused on generating income, Emerging Markets (EM) debt deserves consideration. The asset class has converged steadily toward Developed Market (DM) standards over the [...]
CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]