growth

Barely a few years ago, Growth was hot. Today, it's about yield. Here's why now is the time for out-of-fashion Growth.

In this episode, Alphinity's Mary Manning and Forager's Chloe Stokes analyse four quality growth stocks trading at attractive prices.

Bond Yields vs the PMI: As alluded to in the section on treasuries in our latest report, one impact of a weakening growth outlook would be relief for bonds (our...

Investors have long been warned that the current environment poses challenges to the 'new' sustainable economy. And they are starting to see performance lag....

The last month has seen a rally in global bond markets, after a protracted period of repricing, US 10-year yields down around 32 points to 2.76% as of 9 August. This...

The pandemic, devastating weather events, and the invasion of Ukraine are examples of macro-environmental shocks impacting companies worldwide. In a connected world,...

After relentless multi-year outperformance, growth stocks around the world have finally seen sustained and significant underperformance over the last six months. The...

This year has been tough for investors, we know that.  And it makes sense that doing well when things are so tough brings greater satisfaction than galloping to...

Investing was an easy gig last year. Governments were drunk on fiscal spending, central banks were working overtime printing money, and rates were at zero. “From...

The last several months have been tough ones for growth stocks. MSCI U.S. Growth has underperformed its value counterpart by 16% in the first four months of 2022 and...

Global Earnings Revisions — Market Going “ex-Growth“? This chart shows the breadth of earnings revisions momentum (ratio of upgrades to downgrades and rate of...

In case you missed it, Buy Hold Sell has also dished out a global growth episode with Livewire's James Marlay, Jacob Mitchell of Antipodes and Andrew Clifford from...

As we review the daily headlines chronicling the tug-of-war between inflation and interest rates, we are reminded what a difficult job macroeconomic investors have...

Tim Carleton of Value-focused fund manager Auscap Asset Management believes now is the time to buy Aussie stocks. “I think you want to be as overweight Australia as...

We share three high-conviction franchised business models to navigate current macro uncertainty amid rising rates: EWCW, FXLV and MCDAbout us: GORA is an...

This chart really helps put things into perspective, and in many respects it's perhaps one of the most important macro/market developments this year (decade?) And, uh...

Our summer holiday unwind is now well and truly behind us with our local reporting season in full swing. However, the other great unwinds that have captured investors’...

Rett syndrome is a rare genetic neurological disorder that affects the way the brain develops, causing the progressive loss of motor skills and speech. In March 2020,...

After a strong 2021 markets have been hit by a significant bout of risk aversion in January. Concern around the path of global inflation and interest rates has been...

The strong returns delivered by private equity are well documented. As a practitioner, I wanted to provide perspectives on why this might be the case: a first-hand...