Expert Insights

Macquarie: Defying the headwinds on the way to $150

Today’s macro backdrop of low rates, a weaker economy and lower local currency creates challenges for investors. However, Macquarie can perform in this environment...
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Public markets are just the tip of the iceberg

Private markets used to be just a stepping-stone to public markets, where the really serious capital was available. However, as Frederick Pollock, MD of US-based...
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Don’t sell at the wrong time

More than 10-years on from the GFC, investors are getting nervous again. Spikes in volatility are becoming regular, and the phrase “late-cycle investing” is becoming...
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Two ways to add a defensive tilt to your portfolio

Want to stay invested in shares whilst also taking a defensive position? We spoke with Nikki Thomas, Portfolio Manager at Alphinity about adding a defensive bias...
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The great myth of emerging companies

One of the great myths of investing in unlisted companies is that investors will never be able to exit the investment. But Jonathan Pearce, Portfolio Manager at the...
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A blue-chip in the making

What are the attributes that make for a genuine blue-chip company? For Joe Magyer at Lakehouse Capital he’s on the hunt for stocks with really high levels of recurring...
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Finding stocks that perform through the cycle

Nick Griffin, Chief Investment Officer at Munro Partners, says that earnings growth will trump macro uncertainties “time after time”. Stocks that can grow consistently...
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The key to success in emerging companies

When investing in emerging companies, it’s the quality of the management team that matters above all else, says Jonathan Pearce, Portfolio Manager at the CVC Emerging...
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Is the glass half full or half empty?

We asked Nikki Thomas from Alphinity to share one of the useful investing lessons that she has picked during her career. Rather than pointing to a specific rule she...
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Hitting the sweet spot of private equity

Private equity can provide investors with uncorrelated and compelling returns and diversification benefits. This has clearly been noticed by the highly successful...
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Finding the next Afterpay (before it lists)

Producing outsized returns requires doing something differently to other investors. One way of achieving this is by investing in companies before they list on the ASX...
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Here's why you should think twice before selling

It’s never been easier to trade. It’s cheaper than ever, you have unlimited access to information, and you can execute a trade from the device sitting at your...
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A global leader with a lovely tailwind

It’s the world’s largest restaurant chain by revenue and if you’d picked up 100 shares in the IPO your investment would be worth over US$12million today and you'd be...
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Catching up on the global trend in renewables

The Clean Energy Council recently reported that renewable power output in Australia has doubled over the past 12 months . Despite this remarkable surge, we have a long...
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It’s time to put some cash to work

Joe Magyer, Chief Investment Officer at Lakehouse Capital, says he always looks forward to reporting season and he is especially excited for the results about to be...
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Is Amazon cheaper than Coke?

Fund managers and CEOs around the world have been adjusting their estimates and guidance in the wake of the recent volatility. As defensive stocks have come back to...
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What does cheap solar mean for utilities?

Solar is now viable at $50 a megawatt hour, half the wholesale price. Many investors don’t realise just how cheap solar has become, because the fall in price has been...
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Solar has evolved. Has your portfolio?

The price of solar was already falling steadily but then plummeted over the last decade to make it far cheaper than conventional power. John Martin, CEO at New Energy...
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A cautionary tale for payday lender stocks

Factoring in environmental, social and governance into your appraisal of a company not only helps find more profitable investments, but can also help you avoid...
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The biggest lesson from 35 years of investing

Working on a trading desk in the City of London on Black Monday 1987, David Polak from Capital Group felt the world really was falling apart. But nearly 31 years...
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Taking the long-term view

It’s easy to get caught up in short-term noise, but Investment Director David Polak from Capital Group says they look past this to focus on the long term. When the...
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Opportunities for the agile investor

The G20 Summit was shaped up to be important for global markets, with the potential for an agreement between President Xi Jinping and Donald Trump. Though we have seen...
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Half the price of Healthscope

30 years ago, private equity was uncrowded, and less competition meant better deals. Intense competition today means higher valuations, leading to a lower margin of...
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The dominant player in a secular growth market

There are 125 million people joining the Chinese middle class every year, and this supports long term investment opportunities. Adrian Warner, Managing Director and...
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The fire burns out in 2019

The fed is now unwinding the biggest monetary experiment in history, which saw $3.6 trillion of asset purchases from the Fed between 2008 and 2015. This is unknown...
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