At the 2025 Pinnacle Insights Series, Dougal Maple-Brown posed the question, “Do you have enough Value in your portfolio?” Heightened market volatility and geopolitical uncertainty has many advisers considering whether they should be more defensive with the Australian equities part of their client portfolios.
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Investment Insights
7 min
Debt down $130m, earnings ahead. Why this fundie is still buying this ASX small cap
Phillip Hudak joins Livewire Markets to share his latest buy, a new AI exposed name on the watchlist, and a position he's just trimmed – plus why Australian small caps could be quietly setting up for a meaningful catch-up trade.
6 min
Oil–Geopolitical conflict and why small caps is the winner in a recovery
Geopolitical shock. Market volatility. And an opportunity set in Australian small caps that we believe is as compelling as we have seen in some time. In this quarterly update, we examine why the 2026 oil shock is fundamentally different from previous cycles – and why the resulting volatility has created a genuine buying opportunity. With the Small Ordinaries trading at a 17% discount to the ASX 100 and consensus earnings growth forecast at 26% for FY26, the case for small caps is strengthening.
9 min
Global Listed Infrastructure Responsible Investment Report
Is your infrastructure portfolio ready for the energy transition? Our latest Responsible Investment Report reveals how AI-driven electricity demand is reshaping the investment case for electric utilities, why active engagement with company boards matters more than ever, and how we're tracking against our 2030 emissions target.
6 min
Economic uncertainty and the rising importance of social risk for investors
We are living through a period of profound economic uncertainty, marked by a cost-of-living crisis and widening income inequality. These pressures are reshaping consumer behaviour, labour dynamics and political priorities—creating a complex risk landscape for investors. While corporate governance has long been central to our investment process, an emerging risk is gaining traction: social license to operate. Rising living costs, wage pressures and affordability challenges can trigger labour unrest, regulatory intervention and reputational damage. By understanding these dynamics, investors can better anticipate emerging risks and position for resilience.
