active management

Australian Banks have been the core of every investor's equity portfolio, but India's banks have experienced far greater returns!

Rather than fearing credit markets 'going dark' investors need to take the requisite steps to ensure the best outcomes possible.

India has emerged as the pharmacy to the world - a point illustrated during the pandemic and driven by scale economics and export prowess.

In this wire, we crunch the data on the country's top-performing Aussie equities funds and examine their 2025 positioning.

In Episode 34 of Stocks Neat, Portfolio Manager, Gareth Brown, and I take a deep dive into the challenges facing active fund management giants Magellan and Platinum,...

Structural growth stories are becoming increasingly scarce, narrow and shorter in horizon

MLC Asset Management recently toured the east coast of Australia to share market views and asset allocations. Here are the highlights.

Explore the nuances between active and activist investment strategies, from corporate governance pressures to fostering sustainable growth.

The strength of the “magnificent 7” stocks has created an unrivalled amount of top-heaviness in the market, providing a boon to passive investors in 2023. However,...

Higher interest rates and slowing consumer spending are bringing a much wider dispersion of company earnings and stock returns. This gives active global equity...

When times are tough for an active manager

Australian small caps is a volatile asset class and one for the long-term investor. With recent offshore bank failures and some concerns creeping into credit markets...

A comparison of listed and direct market valuations

The last time Australia’s official cash rate had a five in front of it, the world was going through the biggest financial crisis since the Great Depression. Within the...

The majority of Australian listed companies report their financial results in February and August. It is common during these ‘reporting seasons’ for trends to emerge...

IPO's have been all the rage in 2021 across the US, Australia, China, Taiwan etc. Global IPO volumes have risen by 87% so far in 2021 according to EY. 72 of 1635 firms...

As long-term investors, we understandably care about the quality of our investments now. But it is the future direction of these companies where we can realise the...

When it comes to founders, it is often the most eccentric that find themselves in the headlines.  By consequence, many of us would be familiar with Elon Musk, Jeff...

As interest rates have fallen globally over the last decade in response to “kicking the can down the road” post GFC, valuations have mattered less and less. Discount...

Conditions could not be more supportive at the moment, but inflection points on the horizon will wind excesses out of Australian investment markets, as China eases its...