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Whitehelm is a specialist infrastructure manager with over 23 years of investment experience. Over this time, Whitehelm has established an outstanding track record...

Not for the first time, the listed waste management sector is in the throes of ownership upheaval as investors await the fallout from this month’s proposed $20 billion...

One of the themes we have been covering extensively for the last 18 months is electric vehicle/renewable energy mass adoption, and its impact on the battery metal...

House prices are defying almost everyone’s expectations. Looking at New Zealand house prices, you could be forgiven for wondering, ‘what pandemic?’. House prices are...

Last week saw the ASX200 push to a fresh post-COVID high, finally ending the week less than 2% below its previous peak as local equities danced the bullish risk jig....

The pace of US IPO activity has shattered previous records.It is a clear sign of excess and market froth.The stampede into IPOs reflects (past) performance.Increasing...

The global response to COVID-19 has been nothing short of a technological revolution in the healthcare sector. Perhaps most remarkable has been the speed with which...

A tech start-up may not be the most conventional place to begin a career in investing but it has certainly suited David Moberley of Paradice Investment Management. He...

Following the Great Pandemic of 2020, the global economy is entering a robust recovery. This new business cycle is not like those that followed the previous two...

The Australian gambling industry is mature, with deep penetration among the population across slots and gaming tables. Growth rates are therefore similar to GDP and...

We are now one full year on from the COVID-19 outbreak and the subsequent initial lockdowns that resulted in a collapse in global economic activity and stock markets....

Local market delivered another volatile flat day on low turnover. Most expected a pickup in turnover to match the crowds returning to work but we were all...

In June 2018, Telstra (ASX:TLS) announced its Telstra2022 strategy, aimed at simplifying its operations and product set and reducing its cost base. At the time, we...

This predominantly met coal company has been diversifying into copper and is approaching an impactful inflection point where Copper will take over coal EBITDA Teck...

Recently President Biden unveiled his US$2.3 trillion infrastructure plan. The plan aims to revitalise US transportation infrastructure, water systems,...

The energy sector is controversial. It faces a perfect storm due to the short-term demand shock caused by the COVID-19 pandemic and the longer-term risk from the...

Just over a year ago, on 23 March 2020, the S&P/ASX 200 hit a low of 4,402.50 The fall had been precipitous. From its 20 February 2020 peak of 7,197.20 the equities...

Cryptocurrencies are once again capturing investors’ attention. Bitcoin, the sector leader, is attracting significant institutional capital and increasingly being...

Low interest rates, record-breaking consumer savings and a seemingly never-ending stimulus package have blended together to create the perfect conditions for a global...

A strong rebound in cyclical earnings, a steepening yield curve, optimism around the reopening of economies and expansionary fiscal policy have supported cyclicals...