Media has not been a growth sector for many years as internet and direct-to-consumer models have transformed the sector. Businesses like linear media and music have been fundamentally transformed over the last few decades, and we have seen a lot of historically strong business models come under pressure. That being said, we think that we can find interesting profit cycles even in challenged industries. In the first part of this series, our focus is on Formula One (F1), which

Addressing the Asymmetry in Pay and Performance Executive pay in corporate Australia has continued to climb—often regardless of whether company performance or broader economic conditions justify it. This growing asymmetry between pay and performance is no longer just a governance issue; it raises fundamental questions about alignment, accountability, and long-term value creation. At Chester Asset Management, we’ve developed a practical framework to assess whether executive re

A Best Ideas, Global Growth Portfolio Structured to capitalise on the Artisan Partners Growth Team’s 20-plus years’ experience of growth investing, the Artisan Global Discovery Strategy is a highly flexible portfolio of companies representing some of the team’s best ideas across the global economy. Some key attributes of the strategy include: Unconstrained Market Cap and Geographic Mandates Absent an upper limit on the strategy’s market-cap mandate, the team can stick with it

Mani from Copia sits down with Wayne Buckingham, Managing Director of Mutual Limited, to discuss the rising interest in credit and high-yield investments, as well as Mutual Limited’s expertise in the space. Wayne explores the appeal of Aussie dollar credit as a liquid alternative to private credit, emphasising Mutual Limited’s disciplined investment approach. He explains how the firm prioritises transparency, stability, and contractual obligations while avoiding the risks ass

Chip Ridley, CFA, Managing Director & Artisan Growth Team Business Leader at Artisan Partners, shares insights on two key investment themes shaping the Artisan Global Discovery portfolio. Chip discusses the transformation of Formula One under new ownership, highlighting its transition to streaming, expanding global reach, and upcoming media rights negotiations that could significantly boost revenue. He also explores the GLP-1 weight loss drug boom and how lesser-known supplie

As we move through the early stages of 2025, I want to highlight a couple of broad themes I think will influence markets through the year.

Bank hybrids are set to die a slow and lingering death in the wake of APRA deeming the securities no longer fit for regulatory purpose.

When this writer first set about a career in finance we were tasked with uncovering how much each ASX energy company was worth, with little

Leading Australian equities specialists OC Funds Management (OC) has officially launched its first Australian Equity Mid-Cap Fund.

Scott Rundell, CIO of Mutual Limited, provides an update on the market implications of Donald Trump’s re-election as US President. Scott discusses the potential impact of Trump’s key policy proposals, including steep trade tariffs, corporate tax cuts, deregulation, and controversial immigration measures. While US equity markets have rallied on expectations of tax cuts, inflationary concerns from tariffs are driving bond yields higher, adding uncertainty around future interest

Chip Ridley, CFA, Managing Director & Artisan Growth Team Business Leader at Artisan Partners, shares insights on the market impact of Donald Trump’s re-election as US President. Chip explores the effects of a unified Republican US government, highlighting how political clarity has sparked market rallies. He also examines the potential consequences of Trump’s proposed tariffs, America-first trade policies, and the opportunities emerging in smaller-cap stocks. Emphasising a bo

Trump is president of the US again, his second bite of the cherry after a brief four-year interlude. What could this mean for portfolios?

We’re excited to share that in its latest review, Lonsec has rated all Mutual Limited funds as “Recommended.”

In his latest quarterly review, Rob Tucker analyses sector performance, identifying which sectors are overvalued and where Chester is taking a constructive portfolio approach. Rob also explores how Chinese fiscal stimulus and the looming US election could shape market dynamics over the next 12 months, and highlights some standout stocks within the portfolio, including Westgold Resources and Austal. Watch the full video below.

We are pleased to announce that Lonsec has upgraded the Chester High Conviction Fund to its highest rating, "Highly Recommended."

Scott Rundell sits down to discuss the recent trends with the RBA, Federal Reserve and what the outlook is for the interest rates in Australia and the US. The topics covered are: - The Federal Reserve's recent rate cut and its potential impact on the RBA's cash rate. - Historical comparisons of Fed and RBA policy strategies and how they have aligned or diverged. - Market dynamics influencing the differences between monetary policy effectiveness in Australia and the US