Insights, news and events

The latest news and insights from our leading investment team.

Letter to Investors Letter to Investors Investment Strategy Investment Strategy Stock in Focus Stock in Focus
14 May, 2025

I Can Feel the Beat

Stock in Focus • 5 mins read
27 Feb, 2025

Keeping you in the AIR

Stock in Focus • 6 mins read
11 Dec, 2024

What’s caused the recent outperformance in our Global Funds?

Investment Strategy • 5 mins read
18 Nov, 2024

How will Trump’s epic win affect the share market?

Investment Strategy • 5 mins read
17 Oct, 2024

Should investors be joining the gold rush?

Investment Strategy • 6 mins read
18 Sep, 2024

Is your fund manager skilful or just lucky?

Investment Strategy • 8 mins read
17 Jun, 2024

LIC/LIT big discounts – Permanent purgatory or rate cut relief ahead?

Investment Strategy • 7 mins read