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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...

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...

Financial services have been making headlines for all the wrong reasons in recent weeks. Following Rowena “Shock and” Orr’s public shellacking of the wealth management...

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...

We are pleased to bring you the joint Future Generation Investment Company (ASX: FGX) and Future Generation Global Investment Company (ASX: FGG) shareholder...

We're pleased to bring you the Wilson Asset Management shareholder presentation live from Sydney. A live stream of the presentation will commence at 10:00am on...

Eley Griffiths Group has been successfully investing in small caps since 2003. Last year the firm launched the Emerging Companies Fund, which is focussed on uncovering...

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...

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...

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...

Advancement in technology is creating countless new opportunities for business to streamline their operations and improve customer experiences. However, there's often...

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...

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,...

They say big things come in small packages, but nowhere is that truer than in small stocks. These small companies offer the possibility of big returns, but that often...