High conviction

Because knowing what you don't know is oftentimes more important than knowing what you do know.

The latest Firetrail Equity Edge Podcast has just landed.

In this Rapid Fire Q&A, Aoris Investment Management's Stephen Arnold outlines the strategy, and some of the stocks, that helped him do it.

In this Fund in Focus, L1 Capital International's David Steinthal takes investors through the firm's newest ETMF.

High conviction, concentrated global equity funds have generally performed well over the past 12 months amid tougher macro conditions

We believe the property market is entering a new playing field with higher inflation, higher interest rates, and lower growth. The recent CPI data showed a 6.8%...

HVAC - the industry producing the most effective technologies to reduce greenhouse gas emissions

Join Bob Desmond from Claremont Global for this Fund in Focus, as he outlines the process used to manage the Claremont Global Fund

2023 brings new optimism into the REIT sector.

It's finally here....We've scoured Australia for 15 of the country's finest fund managers to learn about their top stocks for the year ahead.

Conviction can be infectious. Engaging someone who is genuinely passionate about markets, has the courage to plant their feet, and the commitment to follow through...

"High Conviction" is bandied about a lot in the investing world. But how does one actually find stocks that fit the bill? For Fidelity’s Anthony Srom, in large part,...

We expect a solid earnings season for the AREIT sector, driven by a strong recovery in retail which has been impacted by COVID; high earnings growth from the fund...

The sharp rise in long bond yields from 1.5% at the beginning of the year to 3.6% in June continued to create headwinds for long-duration assets such as REITs. The...

A-REITs have been a key beneficiary of cap rate compressions and falling interest rates in the past 10 years. With the RBA raising rates for the first time since...

Many would be familiar with Nike’s direct-to-consumer (DTC) strategy, their ambition to generate the majority of sales through their own physical stores and online...

Firetrail's Anthony Doyle believes that if investors seek better than benchmark returns, their portfolios need to look entirely different to said benchmark. The team...

In case you missed it, Livewire's Ally Selby was joined by WaveStone Capital's Raaz Bhuyan and Perpetual's James Rutledge for a jam-packed episode of Buy Hold Sell....

Using a consistent structure in your investment process can help take emotion out of the equation. For Intermede Investment Partners' Barry Dargan, a "5-10-15" rule is...

The world is getting a lot more expensive. In the US, prices rose 7% in the year to December - the largest 12-month gain since June 1982. Here in Australia, that...