We continually seek to enhance the portfolio by selectively adding high-quality compounders at attractive valuations. This is an inherently difficult task – the market is usually very efficient at ...
Cycles in investment markets invariably refer to swings between good and bad returns. They usually take their lead from ...
After surviving 2022’s market crash, LSN Capital’s small-cap fund is thriving - and still finding value others overlook.
The modern portfolio has evolved beyond the traditional 60/40 stocks and bonds mix of the past, says Steven Porto, Partner in Ares Infrastructure Opportunities. "There's a place in every portfolio for ...
We’re now in October and Australia’s superannuation funds are still breaking out the champagne after another year of strong ...
We review the role of the US shale industry in the energy transition, and identify one Australian company playing a crucial ...
The Ares Co-President explains what’s driving demand for private credit and where he sees the next set of global ...
Commenting on all asset classes soaring to record highs, I explore the bizarre flood of liquidity into gold and growth assets simultaneously ...
Emanuel Datt tips the ASX rare earths producers that fit Trump’s playbook as the U.S. hunts for allies in critical minerals.
It's a time of competing priorities and big responsibilities, which means getting the fundamentals right goes a long way.
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