Firetrail S3 Global Opportunities FUnd

Megacap concentration is a problem - it's time to look further afield for opportunities

The latest Firetrail Equity Edge Podcast has just landed.

While NVIDIA has captured the spotlight, it's crucial to recognise that the AI revolution extends far beyond a single company.

Following a period of exponential growth, the outlook for EVs has recently become more challenging. Where do we see the opportunities?

The latest Firetrail Equity Edge Podcast has just landed.

Double digit returns are on the cards

Decarbonisation is one of the most important challenges of our time but it also ranks among the most difficult themes in which to invest

The Triple J Hottest 100 winner that provides a clue to one of the hottest opportunities in the market today

A key US recession indicator just turned red but what does it mean for equity investors?

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

Bearish forecasts for the European economy - and equity market - haven't come to pass

This year the script has been flipped on investors. With both bonds and equities registering negative returns in 2022, many investors have been struggling with...

Global equities have had a rough year - and no market or sector has been spared. The S&P Global Broad Market Index is down 25%+ year-to-date while every US FAANG...

We conduct over 200 hours of research on every company we invest in. The focus of this research is on the true drivers of a company's earnings and its share price....

Each week, the American Association of Individual Investors (AAII) asks its members a simple question: Do they feel the direction of the stock market over the next...

Financial conditions are central to the US outlook. Fed Chair Jerome Powell stated earlier this year that "Policy works through financial conditions. That's how it...

There's been enough volatility in the first few months of 2022 for investors to chuck a hissy fit. And while Firetrail's Anthony Doyle believes that its best investors...

Over the past three years, investment in the global energy transition has rapidly accelerated. In fact, according to research from BloombergNEF, investments...

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...

Here's something unexpected: A chocolate index. Anthony Doyle from Firetrail Investments explains more, assessing whether you can expect your just desserts this Easter...