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Analysis

Active investment management — the quiet achiever

20 September 2022 • By Mark Knight • 1 min read

Active investment management — the quiet achiever

An active approach to Australian shares continues to deliver across large, small and microcap market segments. Investors may direct their surplus i...

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Active investment management — the quiet achiever

Dividend thinking

Equity investors in Australia are well versed in the virtues of dividends. Big payers from banks, retailers, and resources dominate ASX 200 weightings...

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Active investment management — the quiet achiever

Inflation and the housing market

For the first time since 2010, we are now observing the impact of higher interest rate rises on the housing market. And while it is worth noting that ...

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Active investment management — the quiet achiever

Global growth continues to slow as path to much lower inflation becomes visible

 Inflation in the US has peaked, global growth this year has slowed meaningfully, and potential growth weakness suggests a continuation of both of th...

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Active investment management — the quiet achiever

The shifting private markets landscape

Over the past five years, private markets have sustained the explosive AUM growth that initially began in the mid-2000s. Private market funds raised ...

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Active investment management — the quiet achiever

Infrastructure’s long-term proposition looks attractive today

With equities weaker in 2022 and trading on fast-moving events such as the Fed’s aggressive rate hikes and the ongoing war in Ukraine, infrastructur...

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Active investment management — the quiet achiever

You can’t beat them – So join them

Over the past few years, companies and investors have begun re-imagining how they think about the ‘private’ stage of a start-up's life cycle. O...

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Active investment management — the quiet achiever

“Please sir, I want some more!” – Shrinkflation and its impact on markets

In the 1968 Academy Award winning film Oliver!, the central character Oliver says, “Please sir, I want some more”. These famous words seek to capt...

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Active investment management — the quiet achiever

What the Inflation Reduction Act means for climate-focused investors

In defiance of recent expectations, the US government has passed a major package of climate spending. It is without a doubt the most significant piece...

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Active investment management — the quiet achiever

Looking under the hood more powerful than ever

Investing can be both the most simple and complex work on the planet. On the one hand, the basics are simple and well appreciated, buy, and hold for t...

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