Insights

For additional insights into our four investment strategies, we’ve collected the most recent reports and perspectives below.

The 5 key issues for markets right now

Australian Equities , Equities , Large Cap , Long term investment , Long-term interest
Some of the key issues we are considering as we look into the next financial year are as follows: Will global growth momentum be sustained? Can geopolitical tensions derail the economic expansion? What absolute level of long-term interest rate becomes an impediment to equity prices continuing to rise? Will oil prices sustain the rally seen over the past year? And...

Fresh ideas from three market masters

Currency , Equities , Fixed Income , Macro , Property
In this video from the Future Generation Forum, Geoff Wilson from Wilson Asset Management, David Paradice from Paradice Investment Management,...

Australia’s $20 billion question

Currency , Equities , Fixed Income , Macro , Property , Regulatory Risk
There is approximately $20 billion of market capitalisation on the ASX with exposure to the demands of the Chinese consumer. John Lake from Paradice Investment Management has recently returned from a tour of China where he saw first-hand some of the changes and trends that are taking place. One observation is that Chinese consumers are becoming increasingly sophisticated in their...

Future Generation Investment Forum May 2018

Australian Equities , Equities , Global Equities , LIC & Active ETF
You are invited to the Future Generation Investment Forum – a unique opportunity to access exclusive, high-conviction investment ideas from the best Australian and global fund managers. Investors will hear from Magellan Financial Group, Wilson Asset Management, Cooper Investors, Regal Funds Management and many more. AFR Chanticleer columnist Tony Boyd will moderate a panel session with David Paradice AO, Graham...

A big shift in China

Currency , Equities , Fixed Income , Macro , Property
For many years China has had a single focus of delivering high GDP growth. John Lake from Paradice Investment Management...

The critical factor in the Coles demerger

Australian Equities , Equities , Large Cap
On Friday, Wesfarmers announced an intention to demerge their Coles Food, Liquor and Convenience business. While this transaction has some attractive merits we also have some reservations and argue more information is required. How much of the current group’s debt Wesfarmers allocates to Coles vs retaining in the rump will be critical to the future of the new vehicles, the...