Lessons from 2020 for Yield Hungry Investors
Investment Specialist Sinead Rafferty discusses how after a tough 2020 for income-focused investors, the outlook looks brighter as a new year dawns.
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Global 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.
Avenir Capital
Avenir Capital (Avenir) is an Australian based investment manager, specialising in value-oriented global equity investments.
Economic Update: Will the Rotation to Value Continue?
The rotation from growth into value has been happening in a dramatic fashion over the past two months. Will that continue? And if so, for how much longer? And, what will drive the rotation going forward? Chris Watling from Longview Economics provides his view.
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Avenir Quarterly Investor Letter – December 2020
Avenir's Adrian Warner shares their quarterly Investor letter - December 2020
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