active management

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

In this wire, we crunch the data on the country's top-performing Aussie equities funds and examine their 2025 positioning.

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,...

Structural growth stories are becoming increasingly scarce, narrow and shorter in horizon

MLC Asset Management recently toured the east coast of Australia to share market views and asset allocations. Here are the highlights.

Explore the nuances between active and activist investment strategies, from corporate governance pressures to fostering sustainable growth.

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,...

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

When times are tough for an active manager

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...