Understanding the health of the global consumer is essential to forecasting economic growth, considering that consumer spending contributes nearly 70% of US GDP. While the Artisan Partners Growth Team cannot precisely predict the onset of a recession, they are are less interested in businesses dependent on economic growth as the primary driver of their fundamental improvement. Instead, the team focus on identifying high-quality franchises exposed to secular trends and interna

Market pricing for the end of year cash rate was largely unchanged through May, with no rate cuts priced in until well into 2025, likely around mid-year at this stage. The recent inflation data has further cemented the growing belief that rate cuts are not imminent. While markets are not pricing in rate cuts for 2024, median consensus expectations are for one cut by year end, either at the November or December meeting. Click below for monthly reports: Mutual Cash Fund Mutual

Below we try to summarise the key points around demographics for the two most populous nations on the planet; China and India, as well as Au

The Premium Small Companies Fund has been awarded the prestigious 2024 Money Management Fund Manager of the Year Award

Capital protection plus capital growth are the twin goals many of us have for our super. Here's how an actively managed share fund can achieve both. Equities have a lot to offer as an investment to grow retirement savings. Long term capital growth plus ongoing dividend income is a combination that makes shares a favourite among self-managed super funds (SMSFs) and retail investors. Fortunately, there are several ways to gain exposure to shares. Options include holding shares

What does the world of investment management really involve? Here is how growing wealth and preserving capital drive our daily routine. One of the great aspects of investment management is that no two days are the same. As an Australian equity fund manager, Chester Asset Management aims to find the high performers that can help our investors protect and grow wealth. As part of this goal, my day starts at sunrise. Australia's equity market is closely tied to US markets. So, I

OC Investment Analyst Aaron Yeoh joins Livewire's Chris Conway in "Buy Hold Sell: 5 Growth Stocks for the Next 5 Years."

With APRA on the case for whether hybrid securities should remain accessible to retail investors, Mutual Limited CIO Scott Rundell offers his take on why hybrids have been popular, are they still fit for purpose and what is an alternative should the hybrid pin be pulled?

Australian mid, small and micro-cap specialist OC Funds Management is pleased to announce the appointment of Nga Lucas as a Portfolio Manager for the mid-cap portfolio. Prior to commencing with OC, Nga worked at Australian Foundation Investment Company (AFIC) for over a decade where she served as a Senior Investment Analyst specialising in Technology, Telecommunications, Industrial and small companies, and assisted with the management of the portfolio. Nga’s experience prior

Retail investors have proven their affection for bank issued hybrid securities. And why not? They have historically paid a stable income, greater-than-term-deposit rates and with less variability than bank dividends. However, with the bank regulator, APRA, reviewing whether hybrid securities are fit for purposes, there is risk retail investors will be prohibited from investing directly in hybrids. With an announcement on this matter expected shortly, we look at a likely incom

Why do we like the mid cap part of the market? The founders of the Artisan Partners Growth Team were attracted to mid-cap equities when they launched the US-focused Artisan U.S. Mid-Cap Growth Strategy in 1997. They viewed mid cap as an investing sweet spot—a compelling intersection of quality, competitively advantaged businesses with long earnings growth runways, in possession of experienced, savvy management teams. Most of the time smaller sized companies are early-to-mid-l

In the world of investment management, growing wealth and preserving capital can seem like a challenging task. However, there are those who are delivering on this delicate art, and among them stands Chester Asset Management. Led by Portfolio Manager Rob Tucker, Chester Asset Management has carved a niche for itself by adhering to a set of principles that prioritise high conviction, deep research, and unwavering commitment to preserving, then building capital. But what sets Ch

Dear unitholders, In accordance with ASIC Regulatory Guide 26, we wish to advise that Grant Thornton Audit Pty Ltd has been appointed auditor of the Schemes effective 4 March 2024. Our previous auditors, KPMG, were appointed our auditor in 2010 and have acted in the role for 13 years. In considering the length of KPMG’s tenure, the Board decided to investigate other available alternatives. A detailed external auditor selection and interview process was conducted, culmin

Copia Investment Partners has announced an Australian distribution partnership with HSBC Asset Management (HSBC AM) to deliver the HSBC Glob