Expert Insights

You don’t need a catalyst for a crash

In any discussion of the Australian housing market, it’s impossible to avoid discussion of a catalyst. “We see no immediate catalysts for a crash,” has become the cry...
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Better than Westfield

It may surprise you, but the assets within Asia’s listed property trust are as good, if not higher, quality than those found within Australian REITS, says Corrine Ng...
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The elephant in the room investors have overlooked

Macquarie Infrastructure fell 41% in a single session in February, a direct result of the elephant in the room investors have overlooked, as outlined here by Charlie...
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Emerging markets hitting the sweet spot

Emerging markets have begun to recover following several years of flat returns following the GFC. Rohit Chopra, Portfolio Manager for the Lazard Emerging Markets...
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Investing ahead of the curve

While ‘technology’ was once a distinct industry, today there is technology in every business and every sector globally. Being a successful investor in this environment...
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The fastest growing opportunity in real estate

The Asian listed property trust sector can’t be ignored. From inception in 2001, it is a sector worth around $260 billion today. With growth now twice that of the US...
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Australia's $20 billion question

There is approximately $20 billion of market capitalisation on the ASX with exposure to the demands of the Chinese consumer. John Lake from Paradice Investment...
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Why we’re excited about Woodside

Dr Philipp Hofflin, Portfolio Manager at the Lazard Asset Management Australian Equities Team, is excited about Woodside’s recent acquisition of an increased share of...
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Hunting for value in global tech

Valuations have been marching steadily higher in the technology sector over the past few years. Companies like Amazon and Netflix are now trading on triple-digit PE...
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Investing where we find the biggest mispricings

In emerging markets, there’s a small group of Chinese technology businesses that get all the attention. These firms make up a large part of the emerging markets index...
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Making sense of a high PE

Software companies often attract a very high valuation, at least at face value. Drilling down deeper into the economics of these business reveals the real value of...
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3 things to know when investing in microcaps

With strong returns over the past 12 months, it’s easy to be drawn toward microcaps with the potential of overlooking the risks. Mason Willoughby-Thomas, Portfolio...
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The key to being a successful investor

There’s never a dull moment as an emerging markets investor, says Rohit Chopra, Portfolio Manager at the Lazard Asset Management Emerging Markets Equity Fund. Being...
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Nearmap: Crossing the gap from concept to reality

Advancement in technology is creating countless new opportunities for business to streamline their operations and improve customer experiences. However, there's often...
NEA
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Top 3 observations on Australia's biggest growth opportunity

On a recent visit to China John Lake stepped into an elevator in Shanghai looked down and noticed he was sharing a ride with a delivery robot. It was like a scene out...
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Turning investment logic on its head

With the ‘whites in the eyes’ of inflation clearly visible, investment logic could be “turned on its head”. Kate Howitt, Portfolio Manager at Fidelity International,...
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Separating the signal from the noise

Investing can seem easy when markets are cruising along benignly, but when volatility picks up, it’s critical to have conviction in your holdings. Access the video...
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Undiscovered, under researched and under owned

Arden Jennings, Co-Portfolio Manager of the Ausbil MicroCap Fund, says the majority of his time is spent on 'bottom up' analysis of companies outside the ASX200. The...
SRG
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A big shift in China

For many years China has had a single focus of delivering high GDP growth. John Lake from Paradice Investment Management has recently returned from a visit to China...
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A small company with a big growth runway

The most important ingredient of a great investment is having an outstanding ‘horse and jockey’; a business that’s operating in an attractive industry, and a highly...
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The global leader in a growing market

Connected lighting represents an enormous opportunity around the world. The global leader in this industry is Phillips Lighting. Here, Arik Star from Ellerston Global...
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Focus on the company, not the index

With value in short supply, managers usually berate the lack of opportunities they are seeing. However Graeme Carson from Cyan IM told us that early stage companies...
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Who wins if the AUD falls?

Traditionally, yields on Australian government bonds have been higher than their US counterparts. In fact, the last time US bonds traded at a premium was nearly 20...
BXB
COH
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A message for SMSF investors

Self-Managed Super Funds (SMSFs) typically invest in a rather narrow range of assets: equities, fixed income, property, private equity or infrastructure, and cash....
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What’s changed in financial markets?

After a benign few years in financial markets, Arik Star, Portfolio Manager at Ellerston Global Investments, says this year will be “materially different.” In this...
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