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15 November 2024
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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.
A recent industry event made me realise that a 30 year old investing trend could still have serious legs. Could it eventually pose a threat to two of Australia's biggest companies?
There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.
Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.
Berkshire Hathaway’s third quarter earnings update reveals Buffett is selling stocks and building record cash reserves. Here’s a look at his track record in calling market tops and whether you should follow his lead and dial down risk.
How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.
A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.