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Investment Insights
Displaying 69 of 69

9 min
There is much to think about in geopolitics and macroeconomics over 2024 and it is unlikely to be a stable year. Real yields have fallen and the global economy looks to be slowing which should benefit defensive essential service assets like infrastructure, relative to more economically sensitive investments.

7 min
2024: a year of opportunities – and risks – for investors
An unpredictable landscape sets the scene for substantial risks – and opportunities – for investors in 2024. Our investment heads set out their views on the year ahead across Australian value equities, Australian small companies, global emerging markets and global listed infrastructure.

6 min
The G in ESG: a vital consideration for small caps
In the context of the Australian small cap sector, we believe strong corporate governance via executive incentivisation and board composition is the most influential ESG factor driving shareholder returns.

6 min
Can you bank on the banks?
We believe worries about the ‘Big Four’ banks are already baked into share prices. Modest valuations and choppy markets see us ready to take advantage of emerging pockets of longer-term value.

2 min
Is wage inflation being underestimated?
Despite potential for a softening labour market, we believe material wage inflation will come through over the next 6-12 months. Our research indicates this will significantly impact select sectors of the Australian small cap market, increasing our focus on companies with genuine pricing power.

6 min
Demand drives value in transportation Infrastructure
Coming out of COVID, persistent demand and supply constraints in listed transportation infrastructure has highlighted the ability of these assets to shield investors from cost inflation and higher interest rates.

7 min
Picking winners in a higher rate environment
Higher rates are helping deflate stretched valuations for a number of high-profile Australian growth stocks. Pockets of value are emerging, but patience is key.

8 min
Mining for growth: navigating the small cap resource sector
Conditions are challenging for most ASX-listed smaller miners. Cost pressures, project execution risk and geopolitics warrant a proven, consistent approach to stock selection.

5 min
People power: finding alpha from the S in ESG
We believe social factors are important indicators of management quality and long-term performance, with social themes such as safety and employee engagement flowing directly through to employee wellbeing, productivity and profitability.