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Investment Insights
Displaying 110 of 110
2 min
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.
8 min
European green hydrogen infrastructure – investment opportunities and challenges
‘Green’ hydrogen is currently viewed as a versatile energy carrier in a low-carbon future and a promising solution to displace the role of fossil fuels. With a focus on Europe, the team dissects the opportunities for – and limitations of – large-scale green hydrogen usage.
8 min
Value stock or value trap?
With the value investment approach, there is a constant danger of investing in ‘value traps’ and we spend substantial time considering this issue. In this article we take a look at the factors that indicate heightened risk of a stock being a value trap.
6 min
Stock in Review: Hansen Technologies (HSN)
Hansen Technologies is a global provider of operating software and services to the energy, water and communications industries. We take a closer look at why HSN is a key overweight position in the Maple-Brown Abbott Australian Small Companies Fund.
7 min
Crowded trades – hiding in plain sight
Winning stocks within the Australian bourse have to date largely been those appearing to offer a more ‘certain’ outcome. However, it is clear to us that investors are ‘hiding’ in a select group of what are perceived to be safe or defensive stocks. Valuation is no more than a secondary consideration.