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22 December 2024
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Pinnacle Investment Management has released its annual year in review report. The 17 charts from 17 Pinnacle Group Affiliates provides a succinct overview of their insights through 2024.
Electric vehicles (EVs) are seen as a key technology for reducing emissions. Following a period of exponential growth, the outlook for EV manufacturers has recently become more challenging. Where do we see the opportunities?
This piece discusses the best environments for small caps outperformance, the rare valuation and earnings opportunity on offer today in small caps; and three emerging tailwinds set to drive small cap outperformance over the next 12-24 months.
Simply screening out companies with high reported emissions risks underestimating the true impact the companies are making toward the decarbonisation ambitions of the world. By considering avoided emissions, we can gain a more complete understanding of a company’s true impact on the environment.
Australian financial regulators currently hold a sanguine outlook for the Australian banking system. This White Paper outlines Antipodes’ thesis on why Australian bank shareholders are vulnerable.
The recent failure of several regional US banks and Credit Suisse has triggered concerns about the impacts for commercial real estate (CRE) markets as, to varying degrees, these financial institutions are an important source of finance.
This in-depth paper explores Hyperion's portfolios' recent underperformance and why the macro environment should be more favourable to the fund's investment style as we move from growth abundance to growth scarcity.
The sharp rebound in economic activity over the last year has been driven by the extraordinary amount of post-pandemic stimulus. The pace of economic growth is now slowing, and that’s because stimulus has faded.
Global microcaps is a largely overlooked and misunderstood asset class in Australia. Investors who have made an allocation in offshore markets have been drawn to its superior potential for wealth creation and diversification benefits.
It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.
Last year, I wrote an article suggesting returns from ASX stocks would trample those from housing over the next decade. One year later, this is an update on how that forecast is going and what's changed since.
Australia is in the early throes of an intergenerational wealth transfer worth an estimated $3.5 trillion. Here's a case study highlighting some of the challenges with transferring wealth between generations.
The Future Fund's original purpose was to meet the unfunded liabilities of Commonwealth defined benefit schemes. These liabilities have ballooned to an estimated $290 billion and taxpayers continue to be treated like fools.
ASFA provides a key guide for how much you will need to live on in retirement. Unfortunately it has many deficiencies, and the averages don't tell the full story of the growing gender superannuation gap.
The Big Four banks have had an extraordinary run and it’s left income investors with a conundrum: to stick with them even though they now offer relatively low dividend yields and limited growth prospects or to look elsewhere.