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Analysis

Mark Arnold

13 July 2021 • By Mark Arnold and Jason Orthman • 1 min read

Majority of ASX 300 not ready for inflationary headwinds and ripe for disruption

Australian listed companies are under far greater pressure and scrutiny than ever before. With bond yields on the rise, local share market investors a...

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Mark Arnold

Concerns over clean energy bubbles are misplaced

In recent months concerns have grown about responsible investment “bubbles”. In May, MSCI warned that clean energy exchange-traded funds are as cr...

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Mark Arnold

6 of the best reasons why the Fed and markets should be concerned about inflation

Despite the recent spike in inflation being largely regarded by the US Federal Reserve (the Fed) and markets as transitory, there are strong grounds ...

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Mark Arnold

A balancing act ahead for investors in H2

Australia’s economic recovery since the COVID-19 pandemic hit has been nothing less than remarkable. Following the collapse in the market in March ...

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Mark Arnold

A ‘network’ analysis approach to investment analysis

The key to successful investment is to invest in exceptional businesses expanding their economic footprint, and one of the first steps in assessing a ...

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Mark Arnold

These stocks may not be sexy, but could they be the key to stock market success? The pros and cons of value investing

For many years, the humble value stock was seen by many investors as the boring and safer pick when building an investment portfolio. As a favoured...

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Mark Arnold

Investment implications of India’s outbreak

With immediate family in India, personally the past few weeks have been the most harrowing of my life. India’s early experience with COVID-19 was re...

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Mark Arnold

Should responsible investors only consider ‘green leaders’?

Instinctively, we are tempted to think that a responsible investor will categorically refuse to invest in companies that pollute or are too resource-i...

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Mark Arnold

Identifying high-quality Indian companies during the pandemic

In the midst of the second wave of COVID-19 in India and with travel restrictions having been in place for over a year, a frequent question asked by i...

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Mark Arnold

Company engagement on ESG key to quality stocks

Effective, routine engagement with company boards and management is critical in delivering long-term financial returns for investors and can determine...

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