equity strategy

Falling apples tell us a lot about market valuations as rates increase

In the challenging macroeconomic environment, distractions are everywhere. While we are aware of the prevailing market conditions, our focus remains on identifying...

Understandably, investors are attracted to growth stories which are often associated with exciting narratives about the future. Who doesn’t like a business growing...

In this month’s Insight, we showcase how we can use the changing business cycle as a signpost for asset class and investment style performance, a strategy known as...

The Blue Wave chatter has morphed this week into a new phrase in the newswires - A “Democratic Sweep”. This is an image from a US article titled "Wall Street prepares...

Five years of managing the FNArena-Vested Equities All-Weather Model Portfolio has triggered a reflection upon experiences and errors made. Below are my seven...

Investors are constantly plagued by questions for which there’s not always an easy and straightforward answer available.How much exactly is the landscape for retail...

Something happened on the weekend that made me think about what is happening in share markets. On Saturday I went for a long walk, which took me to a national park...

With stocks near all-time-highs, there is steadily accumulating evidence that this may be a historic time to sell. PMIs are diving. PMIs give false signals (eg 2016...

In early May the once highly popular ASX-listed funds manager Janus Henderson (JHG) released a rather underwhelming March quarter financial performance report. Among...