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Analysis

Damon Callaghan

06 July 2021 • By Damon Callaghan • 1 min read

A ‘network’ analysis approach to investment analysis

The key to successful investment is to invest in exceptional businesses expanding their economic footprint, and one of the first steps in assessing a ...

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Damon Callaghan

These stocks may not be sexy, but could they be the key to stock market success? The pros and cons of value investing

For many years, the humble value stock was seen by many investors as the boring and safer pick when building an investment portfolio. As a favoured...

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Damon Callaghan

Investment implications of India’s outbreak

With immediate family in India, personally the past few weeks have been the most harrowing of my life. India’s early experience with COVID-19 was re...

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Damon Callaghan

Should responsible investors only consider ‘green leaders’?

Instinctively, we are tempted to think that a responsible investor will categorically refuse to invest in companies that pollute or are too resource-i...

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Damon Callaghan

Identifying high-quality Indian companies during the pandemic

In the midst of the second wave of COVID-19 in India and with travel restrictions having been in place for over a year, a frequent question asked by i...

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Damon Callaghan

Company engagement on ESG key to quality stocks

Effective, routine engagement with company boards and management is critical in delivering long-term financial returns for investors and can determine...

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Damon Callaghan

Governments want to reduce global carbon emissions – but which approach will work?

Global leaders were united in their view that carbon emissions need curbing but differed in their plans for how to achieve this. Can investment in new...

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Damon Callaghan

Trends that will shape the remainder of 2021

As we move towards the halfway point of 2021, some key trends are emerging that will shape markets and economies for the remainder of the year and wel...

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Damon Callaghan

Investing for a goal

Superannuation is one of the most important assets Australians will ever own. How each Australian is able to successfully invest a significant portion...

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Damon Callaghan

Ageing narratives struggle to find a marginal buyer?

In the context of stock markets, reflexivity is the principle that a higher price for a given stock can improve its fundamentals, and then drive its ...

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