10 stocks for harnessing the most important thematic in finance
From big banks to smaller tech and healthcare, there are plenty of opportunities for impact-oriented investors to make solid returns.
2 stocks fundies would bet the house on (and the biggest risks to Value investing over the next 12 months)
In this episode, Antipodes' Jacob Mitchell and PM Capital's Paul Moore share their secret to finding value in today's volatile market.
Buy Hold Sell: 5 boring stocks trading at beautiful prices
In this episode, PM Capital's Paul Moore and Antipodes' Jacob Mitchel scour the globe for some of the world's most reliable stocks.
Is growth back, or is this a trap?
Recession fears and Fed pivot expectations have investors crowding back into mega-cap tech, but are these companies becoming more cyclical?
How T. Rowe Price generates impactful alpha (and two stocks to prove it)
You don't need to sacrifice goodwill to get good returns. But you do need a defined process, says T. Rowe Price's Hari Balkrishna.
Why conditions are turning for growth investing and 3 stocks to consider
Munro's James Tsinidis believes that the tide is turning for growth investing. Find out about the $50 trillion opportunity he's pursuing.
Two companies ticking all the right boxes for this investor
Hari Balkrishna from T. Rowe Price tells me he could not be more excited about the opportunities that lie ahead for global impact investing.
8 stocks with untapped earnings growth potential
Smaller and less liquid stocks have had a rough two years. But that may all be about to change, says Forager's global equities team.
Active stock picking for the cost of passive investing? J.P. Morgan Asset Management says it can be done
You don't have to choose anymore between passive exposure and active stock picking, says Piera Elisa Grassi of J.P. Morgan Asset Management.
Why Ellerston is backing a picks-and-shovels approach when it comes to energy supply
Plus, they name to two stocks that investors can research themselves.
Fidelity reveals what it takes to find tomorrow’s large caps today
James Abela is taking his eye for spotting emerging companies to global stocks. Right now 25% of the opportunities he is seeing are in tech!
4 ASX-listed stocks Plato is shorting in 2023 (and the team's top picks for the long term)
As part of Livewire's Undiscovered Series, Plato's Dr David Allen shares the long and short opportunities he is identifying today.
Clifford: Investor bias is an opportunity - so long as you're not the one harbouring it
Platinum Asset Management's C0-CIO also passes along three financials names that may not concern you even if banking concerns persist.
Why the market has been getting this theme all wrong (and 4 stocks to actually play it)
In this interview, Ellerston's Bill Pridham provides an in-depth guide to the circular economy.
Ellerston: 3 recession-resilient small and mid caps for the year ahead
Defensive large caps are beginning to look awfully crowded, but that doesn't mean you can't find resilience in the small end of the market.
Why small-cap stocks may have a big runway over the next 12 months
Wilson Asset Management's best and brightest take investors' questions on what financial markets will look like in a year's time.
How these investors find quality (and 12 stock examples)
Two global fund managers define Quality investing and delve into 12 stocks
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