15 October 2024 • By Archie Hart • 1 min read
India’s increasing prominence in the global investment landscape is undeniable. With nearly half of the emerging market equity universe now represen...
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In the small-cap universe, not all companies are created equal. Many either fail to thrive or continue to underperform. However, focusing on high-q...
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Global share markets seem to be more concentrated as earnings growth has become scarce and focused on a small group of mega corporations. These bus...
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The US presidential race has tightened since Vice-President Kamala Harris became the Democrat nominee. She is now betting markets’ favourite. But...
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Global asset markets are made up of dozens of asset classes and millions of individual securities. Within all this, there are a few important facto...
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AustralianSuper this week learned the perils of “so-called” risky US private credit by writing off $1.1 billion of their members’ capital from a...
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The recent period of market turmoil has shifted the spotlight back to the role of bonds in investment portfolios. Government bond markets performed...
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It’s possible that investors will remember the past couple of months as the turning point, the beginning of the end, the moment things started to un...
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Since we first grew more cautious on stocks in early July – particularly growth stocks and international – markets have entered a period of higher...
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The past 12 months have seen Australian companies step up their hunt for M&A opportunities to accelerate their earnings growth. But in a market...
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