Is the AI boom starting to look like late 1998? Where does Rob Tucker see the greatest risks and opportunities for investors right now? Rob shares his high-conviction views on the forces shaping markets and how he is positioning portfolios in response. From the questionable sustainability of the global AI CapEx boom… to Australia’s subdued business confidence and the case for gold and gold equities. Rob’s views were recorded for David Clark’s Inside the Rope series

We are pleased to announce the appointment of Katherine Holyoake, commencing in August 2026. Katherine brings a strong blend of investment, strategy and consulting experience. Most recently an Investment Analyst at Cooper Investors, she has developed deep expertise across multiple sectors including technology, healthcare and consumer markets, with a focus on financial modelling, valuation and high-conviction stock selection. She has a proven ability to generate differentiated insights...

The following video summarises key themes from the quarterly update. To read the full quarterly report, click here. Video view time: 8:32 0:05 What are the major themes running through equity markets in 2026? 3:09 How does Chester combat this as an Australian equity investor? 4:28 How is the portfolio positioned? Transcript Q1. What are the major themes running through equity markets in 2026? We think there's been four major themes that have impacted markets in the first six months of 2026....