In this month’s Investment Strategy Video (7 mins) Andrew Mitchell shares some key charts outlining why there is a a once in a generation investment opportunity in small caps vs large caps.
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What happens after a Fed pause?
December 14, 2023
In this month’s Investment Strategy Note we review the Fed’s last nine hiking cycles to assess the likelihood of a soft landing during this cycle.
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Higher interest rates means lower share prices…Is it that simple?
November 15, 2023
In this month's Investment Strategy Note we discuss the relationship between interest rates and share prices and why it’s more complicated than you think.
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Resmed: Dealing with a “weighty” issue
October 13, 2023
In this month’s Investment Strategy Note we ‘weigh in’ with our view on the impact that GLP-1 drugs, such as Ozempic for diabetes and Wegovy for weight loss, could have on Resmed’s share price and why overall we are happy to maintain the company as a core position in the Ophir High Conviction Fund (ASX:OPH).
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