All Articles tagged with 'Annabelle Miller'

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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

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

The mid-cap ‘diamonds’ sourced for growth

From ECP Asset Management

For the past five years, global equities have been dominated by a small group of companies who have led the market rally. For many investors it has been easy to

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24 Mar 2025

Investing in the next big thing in AI

From ECP Asset Management

Artificial intelligence (AI) chatbots, like ChatGPT and Bard, are the beginning of the next wave of computing. But investors should consider opportunities along the supply chain in order to make

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17 Jan 2024

More appointments at ECP as expansion of investment team continues

From ECP Asset Management

ECP Asset Management has appointed Annabelle Miller as principal to its investment team. Miller will be based in Sydney and will report to chairman and chief investment officer, Dr. Manny

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10 Oct 2022

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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 [...]