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    Insights from those in the know

    While our contributors are from all walks of life, there is one thing they have in common: a passion for investing and interpreting markets. Read insights from the team that manages our funds, watch videos that deep dive investments, and catch the latest podcast episodes that explore markets and trends.

    The best and worst performers of reporting season

    August 2021

    Week 4: 4-Minute Monday Reporting Season Podcast. Two themes dominated the month; the impact on Australian miners due to the...

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    Earnings beats, Woodside wins and Downer’s on the up and up

    August 2021

    Week 3: 4-Minute Monday Reporting Season Podcast. Week three saw BHP and Woodside's much-anticipated merger get across the line, a...

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    THE DE-CARB DIET: OIL AND GAS IN THE ENERGY TRANSITION

    August 2021

    The path to New Energy The transition to New Energy is just that, a gradual transition. It is not the...

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    Suncorp, CBA and NAB deliver strong results, but will it last?

    August 2021

    Week 2: 4-Minute Monday Reporting Season Podcast. It's been a stellar start to earnings season, with several companies reporting strong...

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    Fortescue and BHP set to deliver bumper dividends

    August 2021

    Week 1: 4-Minute Monday Reporting Season Podcast. Australian miners have received a huge boost over the past year as the...

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    ESG Insights: Harvey Norman – the cost of good governance

    July 2021

    Our approach to investment is centred on fundamental analysis of a company’s business and the industry in which it operates....

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    Green shoots emerge for dividends

    May 2021

    Dividends have recovered a third of what they were pre-COVID-19, but as the economy bounces-back, these should return to prior...

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    ESG Insights: Crown Resorts: Opportunity for change

    March 2021

    Following the damning findings from the Bergin Report into Crown Resorts, the company has been given the opportunity to rectify...

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    ESG Insights: A soft commodity providing cold, hard opportunity

    March 2021

    On the wrong side of the ESG equation? The Tasmanian salmon industry has over recent years come under intense community...

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    Spotlight on sectors Will 2021 be the year for value?

    January 2021

    The once-in-a-century pandemic that is COVID-19 has wreaked havoc on global economies and markets. A number of sectors that are...

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    ESG Insights: Who insures the insurers in a global pandemic?

    December 2020

    Insurance cover has been the lifeline for families and businesses in times of crisis or disaster. But what about global...

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    ESG Insights: Banks are putting the squeeze on fossil fuels

    December 2020

    With mounting pressure on banks to reduce their exposure to funding fossil fuel companies, the four majors have introduced a...

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    Rising from the ashes: IOOF reshapes & rebuilds

    December 2020

    While the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry left many executive careers in tatters...

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    Move over growth, value is making a comeback

    December 2020

    2020 saw a number of firsts, including a global pandemic, a short-lived recession and an unprecedented surge in equity markets....

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    ESG Insights: Ansell: How modern slavery is helping shape the future

    October 2020

    Our approach to investment is centred on fundamental analysis of a company's business and the industry in which it operates....

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