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23 February 2025
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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.
While encouraging people to draw down on their accumulated wealth in retirement might be good public policy, several million retirees disagree because they are purposefully conserving that capital. It’s time for a different approach.
This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.
The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.
Getting regular, growing income from stocks is tougher with the dividend yield on the ASX nearing 25-year lows. Here are some conventional and not-so-conventional ideas for investors wanting to build a dividend portfolio.
Australians are used to hearing dire warnings that they don't have enough saved for a comfortable retirement. Yet most people need to save a lot less than you might think — as long as they meet an important condition.
It’s well documented that many retirees draw down the minimum amount required and die with much of their super balances untouched. This explores the reasons why and some potential solutions to address the issue.