Luke Howard, Portfolio ManagerOct 20, 20219 minNews Corp… Sufficiently Digital? Sufficiently Sustainable?In an investment era that feels likely to be defined by the rise and rise of cloud software platforms and iterations of the...
Anthony Kavanagh, Portfolio ManagerJun 30, 202111 minLife after 40 – Time to go overseas?Twelve months ago we wrote our second note on Mineral Resources (ASX: MIN) titled Can Mineral Resources be a $40 stock?. Within seven...
Chester Asset ManagementApr 30, 20213 minStructural inflation is on the horizon, and investors need to prepare nowWage inflation, de-carbonisation and localisation are driving structural inflation, argues Chester Asset Management – and investors need...
Anthony Kavanagh, Portfolio ManagerApr 23, 20218 minThe problem with the world is that everyone is a few drinks behindThe title of this article is a famous quote from Humphrey Bogart which couldn’t be more apt right now. Everyone has a favourite reopening...
Anthony Kavanagh, Portfolio ManagerJan 13, 20217 minReturn of the explorerAfter a year many would describe as the most challenging in recent memory we are optimistic on the human spirit bouncing back in 2021....
Luke Howard, Portfolio ManagerOct 21, 20206 minWelcoming a new Aussie broadband challenger to the ASXFor anyone who has followed the ASX telco sector in recent years the challenges presented by the rollout of the Government’s National...