Forget economic recession, it's the 20-40% collapse in earnings investors should be worried about
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...
Where to now for equity investors as Value stocks also blow up?
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...
Has the opportunity in Value stocks already passed?
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...
How long will the good times last for Value?
With inflation remaining stubbornly high, and central banks beginning to tighten policy, attention has again turned to the Value versus Growth dichotomy. But the...
Recovery and inflation: 7 winners and 3 losers from Hofflin, Kanelleas
Dawn Kanelleas and Dr Philipp Hofflin, prominent stockpickers from two well-established Australian equity fund managers, recently gave their respective takes on local...
Think slow: Kate Howitt's secret to winning the long game
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...
Move over growth, value is making a comeback
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...
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