Growth vs Value

The Value vs Growth rollercoaster fell Value's way this year, beating by 20%. Is the pursuit of Quality a smoother ride?

Ok, I get it. That is not the most positive headline. And although I am a glass-half-full gal, Chad Padowitz, the co-chief investment officer at Talaria Asset...

In recent weeks, we’ve seen a broadening of the market rout that has seen the share prices of many Growth stocks plummet in the year so far. The selloff has been...

Reddit stocks, SPACs, NFTs, Dogecoin - you name it, financial markets have grown increasingly strange over the past 2 years. Dr Philipp Hofflin of Lazard Asset...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpick from around the web and post on Twitter. The purpose of this post is to add extra colour and...

Bubble-Bursting Bear-Market: The major drivers of strength in global equities since the market bottom in 2009 (and ensuing decade-long bull market) namely:...

With inflation remaining stubbornly high, and central banks beginning to tighten policy, attention has again turned to the Value versus Growth dichotomy. But the...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I hand-picked from around the web and post on Twitter. The purpose of this blog post is to add some extra...

In December, the ‘Value trade’ continued to do well as the US Federal Reserve made the environment for the style more conducive by signalling inflation concerns and...

There are tailwinds supporting equal weight investing as we sail into 2022, including the reopening of the economy. As the Australian economy emerges from the 2021...

Given the relatively minor drawdown in equity markets recently, there seems to be a surprisingly large number of dislocations appearing in global financial markets. ...

Dawn Kanelleas and Dr Philipp Hofflin, prominent stockpickers from two well-established Australian equity fund managers, recently gave their respective takes on local...

Fidelity International’s Kate Howitt took the road less travelled in her journey to become one of Australia’s most respected fund managers. After completing an...

This article was first published in Money Management magazine 6 May 2021 issue. Epicormic buds lie dormant, hiding underneath tree bark waiting for the right...

I wrote recently that for all the terrible consequences of the COVID-19 pandemic, it had a major positive effect in ending a long-running economic cycle while kicking...

The year 2020 presented a range of firsts for many, including a global pandemic resulting in a very short-lived but deep COVID-19 recession, exacerbated by government...

It takes 365 and a quarter days for the earth to revolve around the sun – or what we commonly call a year. A lot can happen in that rotation time as 2020 is testament....

The COVID-19 pandemic has further ingrained the idea that disruptive businesses represent the economy of both the future and of today. It has also helped embed the...

This year, the hits have come hard and fast, with the global pandemic wreaking economic devastation and seemingly changing life as we know it. Fear and anxiety have...

A 500-bagger like Microsoft of 20 years ago; the 800-times growth of Fortescue during the Aussie mining boom; Facebook and Google unicorns: investors holding out for...