energy transition

In this wire, Platinum's Jodie Bannan explains why this massive investment theme can weather whatever economic conditions eventuate.

And investors are ready to pull the trigger...

The energy sector has been on a wild ride since 2021, which is set to continue. What happens next and where are the risk and opportunities?

Munro Partners focuses on investing in companies it sees as growing faster than the market expects. This is the theme they're hunting in now

This wire discusses why we believe that investors who see through negativity around commodity prices will be rewarded in the long-term.

LGT Crestone’s Chief Investment Officer, Scott Haslem, interviews Frances Lim, Head of Asia Pacific Macro at KKR.

Investors should be focusing on ex-US opportunities, argues Andrew Clifford, Co-CIO at Platinum Asset Management.

Paul Taylor shares lessons from his 26 years of investing and some high-conviction picks for 2023 in this CIO profile.

Iain Fulton of Nikko AM shares his thoughts on inflation, picks and shovel types businesses, and why he likes local mining services play.

To sustain their grids, world leaders of “renewables” import power. Australia can’t, so it’s either fossil-fuelled backup or blackouts.

Most believe that it’s a fact, but they’re ignoring or denying data. An examination of these data demonstrates that it’s mostly fiction.