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Printed: 22 August 2025 1:40 PM

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EM Demographics - will ageing break a 40-year trend?
28 Jun 2022 - abrdn
Populations in many emerging markets (EMs) are set to age rapidly, with countries facing challenges should they 'get old' before they 'get rich'. Whether economies age gracefully will reflect a complex combination of growth...
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Managers Insights | Collins St Asset Management
27 Jun 2022 - Australian Fund Monitors
Damen Purcell, COO of Australian Fund Monitors, speaks with Rob Hay, Head of Distribution & Investor Relations at Collins St Asset Management. The Collins St Value Fund has a track record of 6 years and 4 months and has...
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New Funds on Fundmonitors.com
27 Jun 2022 - Australian Fund Monitors
Here are some of the latest additions to our database. Follow the links to view each fund's profile, where you'll have access to their offer documents, monthly reports, historical returns, performance analytics, rankings, research,...
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10k Words
27 Jun 2022 - Equitable Investors
Price-to-Earnings multiples have been crunched in the calendar year to-date, as FactSet and strategist Christophe Barraud chart - but that begs the question posed by Sanford Bernstein - does this imply earnings expectations will be cut?...
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Consolidation and rising tail risks
27 Jun 2022 - Ardea Investment Management
Equity markets hit new year-to-date lows in May, consistent with slowing growth and recession risks. Growth concerns support consolidation in bonds, but inflation is yet to peak and central banks seem some distance from a...
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RBA ignores weaker real economy and hikes
24 Jun 2022 - Yarra Capital Management
The RBA hikes interest rates by 50 bps and now appears to be playing catch-up after failing to detect the inflation threat early enough.
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Winning the war on talent
23 Jun 2022 - Claremont Global
As global fund managers, one of the most important areas of focus for many of the companies we research is around talent acquisition and retention.
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It's time to hedge - the bear is here
22 Jun 2022 - Watermark Funds Management
With the reversal in deflationary forces, the good times of ample liquidity and asset reflation have passed.
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It's time to take advantage of share price falls
22 Jun 2022 - Montgomery Investment Management
The price-to-earnings ratios of many quality businesses have fallen sharply over the last six months. In many cases, the falls were justified. Now that valuations have dropped, I believe investors have a far better chance of making...
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Megatrends drive sustainable growth
21 Jun 2022 - Insync Fund Managers
Megatrends enable us to locate the sustainable outsized market growth opportunity stock hunting-grounds (as well as help us avoid those that will dwindle). They are the 'fuel' to quality company's sustainable growth earnings. We are...
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Events Calendar

September 2025
L1 Capital International Strategy
2 Sep 2025 11:00 AM

Join L1 Capital International's CIO, David Steinthal, for an update on the investment environment, positioning of the L1 Capital International Strategy and key takeaways from the recent results season.


RBA - Monetary Policy Decision
30 Sep 2025 2:30 PM to 3:00 PM
65 Martin Place, Sydney
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