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Everything from ECP Asset Management

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

Healthcare sector on an upward trajectory despite macroeconomic uncertainty

From ECP Asset Management

The increasing level of market uncertainty has minimal impact on the healthcare sector, as these companies tend to perform better when global uncertainty indicators increase, according to Andrew Dale, partner,

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30 Apr 2025

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]