High conviction

The latest Firetrail Equity Edge Podcast has just landed.

Summary: Despite greater diversification and a global set, Australian REITS “A-REITS” have historically outperformed their global peers “G-REITS”. There are many...

In this episode, Loftus Peak's Alex Pollak and Magellan's Alan Pullen analyse each others highest-conviction ideas.

Murdoch sat down with James McDonald, PM at Pengana. We discuss key sectors, including healthcare, titanium, Japan, resources and more.

And why investors need to be just as focused on avoiding the bombs as they are on finding the winners.

The future is here... And it's making our lives a whole lot easier.

The latest Firetrail Equity Edge Podcast has just landed.

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...