There is a degree of caution as the RBA moves too hard, too fast
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“There is a degree of caution as the RBA moves too hard, too fast” Mutual Limited CIO Scott Rundell answers the top questions financial...
Mutual Limited
Feb 22, 20234 min read
Update: Inflation, Wages, and Interest rates…
Global inflation is running hot and Australian households have not been spared the pain. As at the end of December, consumer prices (‘CPI’)
TT International
Feb 20, 20231 min read
Is China still investable from an ESG perspective, and why does this matter for portfolio returns?
Although Chinese President Xi has built a reputation for prioritising the environment, it has been made clear in recent weeks that...
Copia Investment Partners
Feb 17, 20231 min read
Copia appoints Justin Cilmi as Distribution Manager
Copia Investment Partners has recruited a new distribution manager from National Australia Bank. Justin Cilmi has held senior positions...
Mutual Limited
Feb 9, 20231 min read
Most aggressive rate hike cycle in history
“This is the most aggressive rate hike cycle in history” Mutual Limited CIO Scott Rundell answers the top questions financial advisers...
Luke Howard
Jan 11, 202310 min read
The tough choices awaiting Australian consumers in 2023
Having lived through a period of over-consumption are we now facing a consumption hangover? As the dust settles on another festive season...
Chester Asset Management
Jan 10, 20231 min read
Rob Tucker features on Inside The Rope podcast
In the latest episode of the Inside the Rope podcast, Rob Tucker joins Koda Capital Adviser & Partner David Clark for an in-depth chat...
Anthony Kavanagh
Jan 9, 202314 min read
Return of the Developer
Last month the world witnessed Lionel Messi lead Argentina to a famous World Cup victory in an air-conditioned stadium in the desert...
OC Funds Management
Dec 9, 20221 min read
OC Funds Management | AGM season update
OC Senior Investment Analysts Aaron Yeoh and Dan Stein spoke with Copia’s Mani Papakonstantinos about the recent AGM season for small...
Chester Asset Management
Dec 1, 20221 min read
Winner: Money magazine's Best of the Best | Best Australian Shares Fund 2023
Chester Asset Management are honoured to announce that the Chester High Conviction Fund has won Money magazine's Best Australian Shares...
TT International
Nov 29, 20223 min read
COP27 Conclusions
Although COP27 made clear progress, most notably in the commitment to establish a loss and damage fund to help pay for climate related...
OC Funds Management
Nov 22, 20221 min read
Update on global small and mid caps
Chip Ridley, Managing Director of the Artisan Global Discovery Strategy, describes the fund manager’s outlook for global small and mid...
Chester Asset Management
Nov 4, 20221 min read
Chester Chatter: Nufarm
Portfolio Manager Anthony Kavanagh discusses one of Chester Asset Management’s highest conviction stocks, and why it represents an...
TT International
Oct 19, 20222 min read
Addressing climate change by investing in environmental solutions
Investing in companies that drive towards the green transition and protect against ecosystem can also address the impacts of impacts of...
Anthony Kavanagh
Oct 3, 20228 min read
Hidden property value within a property stock
"The best place to hide something is in plain sight" Edgar Allan Poe We have spent countless hours these past few years hunting for...
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Sep 14, 20221 min read
Small companies and micro-caps: Full reporting season wrap up
As investors, reporting season is a great time to take stock of our portfolio, re-assess our investment thesis and cast an eye over a few...
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