Inflation: How Worried Should We Be?
Inflation has become a deeply contentious, and indeed critical, issue for markets in recent months. Chris Watling from Longview Economics discusses his outlook.
Read more
Australian Equities
Alphinity Investment Management
Alphinity Investment Management (Alphinity) is an active equities investment manager with dedicated teams managing both Australian and Global equity funds, using a distinctive combination of fundamental analysis and specific quantitative inputs.
Eiger Capital
Eiger Capital (Eiger) is an active boutique investment manager specialising in small cap Australian equities.
Greencape Capital
Greencape Capital (Greencape) is a specialist Australian equities fund manager based in Melbourne. Greencape has a dedicated and experienced team of investment professionals, whose aim is to deliver superior, repeatable performance.
Lennox Capital Partners
Lennox Capital Partners (Lennox) is an active boutique investment manager specialising in Australian small and microcap listed equities.
Merlon Capital Partners
Merlon Capital Partners (Merlon) is an Australian-based boutique fund manager specialising in equity income strategies.
NovaPort Capital
NovaPort Capital (NovaPort) is a boutique Australian equities investment manager specialising in small and microcap ASX-listed companies.
WaveStone Capital
WaveStone Capital (WaveStone) is a boutique Australian equities fund manager with an active, high conviction approach.
Related Resources
High Yield Credit: The Case for Staying Overweight (Despite Tight Spreads)
With high yield credit spreads back at reasonably tight levels, the key questions are: How strong is the case for staying overweight credit? How much more can spreads tighten? And, having already tightened considerably in recent months, what might compress them further (or, at least, keep them tight)? Chris Watling from Longview Economics discusses his views.
Read more
How Changing Interest Rate Expectations Affect Asset Classes
Sam Morris from Fidante Partners looks at how changing interest rates affect various asset classes and the impact of inflation expectations on returns.
Read more