Investment Ideas

Asian technology companies – the ultimate AI hedge?
Investment Ideas
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Asian technology companies – the ultimate AI hedge?
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Chinese equities have surged but the rally masks ongoing economic weakness.

An evolution of high yielding credit income (ECRD)
Investment Ideas
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An evolution of high yielding credit income (ECRD)
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Investors can now earn high income without leaving their defensive allocation or taking equity-like risk.

Can the rally in Chinese stocks continue?
Investment Ideas
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Can the rally in Chinese stocks continue?
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Making the case for Chinese equities has not been easy for some time.

Investing in AI - beyond the Magnificent 7
Investment Ideas
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Investing in AI - beyond the Magnificent 7
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The investment opportunity set is now broader than the Mag 7.

Why dividend investors should be paying attention to banks and small caps
Investment Ideas
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Why dividend investors should be paying attention to banks and small caps
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HYLD’s outperformance has been due to an approach which could be described as ‘being boring’.

An ex-US solution for the Australian allocator (ASX: EXUS)
Investment Ideas
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An ex-US solution for the Australian allocator (ASX: EXUS)
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How Australian investors can reduce US concentration and access world-class companies in Europe and Asia.

Global infrastructure: A differentiated return driver
Investment Ideas
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Global infrastructure: A differentiated return driver
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Infrastructure occupies a unique position in an investor's portfolio.

CRED: Capturing Income and Duration in Australia’s Easing Cycle
Investment Ideas
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CRED: Capturing Income and Duration in Australia’s Easing Cycle
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Fixed income is once again reclaiming its role as a genuine portfolio diversifier.

Asia, not America, will drive uranium demand in the coming decade
Investment Ideas
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Asia, not America, will drive uranium demand in the coming decade
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Asia is likely to be ground zero for the next phase of the nuclear megatrend.

Investment ideas