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Analysis

You can’t beat them – So join them

06 September 2022 • By Marcus Ritchie • 1 min read

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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You can’t beat them – So join them

“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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You can’t beat them – So join them

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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You can’t beat them – So join them

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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You can’t beat them – So join them

SDGs at half-time – we need to score (with) more goals

It has been seven and a half years since the UN’s Sustainable Development Goals were launched to great fanfare in 2015. A deadline of the end of 203...

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You can’t beat them – So join them

Australian equities: Three investment themes observed

The threat of persistent inflation and higher interest rates inducing a substantial economic downturn is currently the overriding focus of investment ...

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You can’t beat them – So join them

Challenges of investing in renewable energy infrastructure

With most of the developed world experiencing an energy crisis of varying degrees, investing in renewable energy has never been more in focus.  Th...

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You can’t beat them – So join them

ESG and small caps – how strong is the relationship?

The enduring alpha opportunity investing in small caps has been widely identified. However, with investors’ increasing focus on ESG risks and opport...

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You can’t beat them – So join them

Energy sector volatility demanding investor patience

The volatility in global energy markets spans far beyond the Russia-Ukraine crisis, but just what should investors expect in this most turbulent of se...

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You can’t beat them – So join them

Managing market volatility with alternative hedging strategies

In the past, the choice to maintain an investment portfolio of 60 per cent equities and 40 per cent bonds was a prudent one. This distribution, which ...

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