Written by Ron Shamgar After two years of relative underperformance, Australian small and mid caps are finally showing signs of life. With inflation easing, rate cuts now on the horizon, and investor sentiment gradually shifting back toward growth, we believe the next...
From Harvard Dorm Room to Wall Street Legend Few investors have shaped modern markets quite like Ken Griffin. From installing a satellite dish on the roof of his Harvard dorm to building Citadel into the most profitable hedge fund in history, Griffin’s journey is a...
In the world of investing, the difference between success and mediocrity often boils down to how deeply one thinks about opportunities and risks. Howard Marks, co-founder of Oaktree Capital Management, is renowned for his deep insights into market behavior, and one of...
The market continues to present opportunities for the strategic investor ahead of the upcoming earnings season. Amidst recent volatility, the small-cap space remains a fertile ground for potential, as demonstrated by the latest developments in the TAMIM Australian...
Artificial intelligence (AI) is fundamentally reshaping traditional industries, driving unprecedented change across multiple sectors. From healthcare and finance to manufacturing and media, AI's transformative impact is both disruptive and empowering. Legacy...
Healthcare companies are often seen as defensive investments during volatile times due to the non-discretionary nature of the majority of the industry's spend. Beyond this inherent defensiveness, the sector also offers pockets of growth, particularly for companies...
