active management

Latest news and analysis on active management

Macro

Five risks for 2026

What should you be looking out for as 2025 hits its final quarter? I share five risks that investors should consider as we approach 2026.
Isaac Poole
Ascalon Capital
Investment Theme

Time for active management

Doug Tynan, CIO of GCQ Funds Management, shares the mindset, rules and real world examples behind his high performance investing approach.
Future Generation
Future Generation
Fund in Focus

How WAM Global's active approach drives record dividends

WAM Global’s Catriona Burns explains how an active, quality-focused philosophy underpins strong returns and a market-beating yield.
WGB
Vishal Teckchandani
Livewire Markets
Investment Theme

Capitalising on India (Part III)

Sometimes the small fish, which are hardest to find, are the sweetest!
Mugunthan Siva
India Avenue
Listed Series

Growth, gearing, and resilient income: Big ideas from the 2025 Listed Series

From gearing as a way to compound wealth to why growth leads to more income, here are the top insights from the 2025 Listed Series.
Vishal Teckchandani
Livewire Markets
Investment Theme

Capitalising on India (Part II)

Local is better when it comes to investing in developing market economies!
Mugunthan Siva
India Avenue
Private Assets

Managing private credit through geo-political uncertainty

Volatility created by heightened geo-political risk requires more proactive management of global credit exposures to optimise outcomes.
Clive Smith
Investment Theme

Oz Banks have been great, but.....

Australian Banks have been the core of every investor's equity portfolio, but India's banks have experienced far greater returns!
Mugunthan Siva
India Avenue
Private Assets

Staying ‘in the light’ if credit markets ‘go dark’

Rather than fearing credit markets 'going dark' investors need to take the requisite steps to ensure the best outcomes possible.
Clive Smith
Investment Theme

India's next structural growth story

India has emerged as the pharmacy to the world - a point illustrated during the pandemic and driven by scale economics and export prowess.
Mugunthan Siva
India Avenue
Funds

10 Australian equity funds that delivered more than 27% in 2024

In this wire, we crunch the data on the country's top-performing Aussie equities funds and examine their 2025 positioning.
360
+17
Vishal Teckchandani
Livewire Markets
Equities

The rise and fall of Magellan and Platinum: Lessons for investors (podcast)

In Episode 34 of Stocks Neat, Portfolio Manager, Gareth Brown, and I take a deep dive into the challenges facing active fund management giants Magellan and Platinum,...
Steve Johnson
Forager
Investment Theme

The holy grail of high growth assets

Structural growth stories are becoming increasingly scarce, narrow and shorter in horizon
Mugunthan Siva
India Avenue
Asset Allocation

Where this $150 billion manager is finding the best opportunities right now

MLC Asset Management recently toured the east coast of Australia to share market views and asset allocations. Here are the highlights.
Chris Conway
Livewire Markets
Investment Theme

The dynamics of active vs activist investment approaches

Explore the nuances between active and activist investment strategies, from corporate governance pressures to fostering sustainable growth.
Brendan York
NAOS Asset Management
Macro

2024 is a year for active management

The strength of the “magnificent 7” stocks has created an unrivalled amount of top-heaviness in the market, providing a boon to passive investors in 2023. However,...
Seema Shah
Principal Asset Management
Macro

Can active managers outperform when the global economy slows?

Higher interest rates and slowing consumer spending are bringing a much wider dispersion of company earnings and stock returns. This gives active global equity...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Equities

Thoughts on underperformance by an active manager

When times are tough for an active manager
Stephen Bennie
Castle Point Funds
Education

Can Australian small-cap companies weather a global storm?

Australian small caps is a volatile asset class and one for the long-term investor. With recent offshore bank failures and some concerns creeping into credit markets...
Matt Griffin
Maple-Brown Abbott
Education

Is the tide turning for listed infrastructure returns?

A comparison of listed and direct market valuations
Andrew Maple-Brown
Maple-Brown Abbott
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