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20 April 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.
The intergenerational wealth transfer, largely driven by a housing boom, exacerbates economic inequality, stifles productivity, and impedes social mobility. Solutions lie in addressing the housing problem, not taxing wealth.
With an election due by 17 May, we are effectively in campaign mode with the Government announcing numerous spending promises since January and the Coalition often matching them. Here's what the election means for investors.
With fixed term deposit rates declining and bank hybrids being phased out, what are the best options for investors seeking income? This goes through the choices, and the opportunities and risks involved.
The S&P 500's recent correction raises concerns about a bear market. History shows corrections are driven by high rates, unemployment, or global shocks, and that there's reason for optimism for nervous investors today.
The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.
Trump's tariffs and China's retaliatory strike have sent the Nasdaq into a bear market with the S&P 500 not far behind. What are the implications for the economy and markets, and what should investors do now?