Trending On Livewire: Weekend Edition - Saturday 5th April

The financial landscape can shift rapidly. When I last spoke to Jay Sivapalan in August, central banks were focused on fighting inflation by slowing the economy. Now, they are cutting rates to prevent an excessive downturn, while government policies—especially in the US—are reintroducing inflationary pressure. This clash between opposing forces will play out first in bond markets before impacting other assets. To understand these changes, I revisited my discussion with Sivapalan to compare perspectives from eight months ago. What has changed, what remains the same, and how is he investing now?

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Bob Desmond: Patiently picking the eyes out of quality global growth stocks

Not so long ago, managing international equity portfolios from Australia seemed too difficult. Bob Desmond and his team at Claremont Global have proven otherwise. Founded in 2012, the firm has grown to over $1 billion by focusing on high-quality growth stocks. Desmond’s journey spans three continents—growing up in Rhodesia (now Zimbabwe), studying in Australia, and refining his investment approach in London. Moving to Australia in 2008, he co-founded Claremont Global in 2012. He champions a concentrated, low-turnover strategy, avoiding excessive diversification. Tune in to Success and More Interesting Stuff to hear about Desmond’s investing philosophy and the standout companies in his fund.