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Insights

Part II | The breakdown on Q2 Earnings Season: the team talk Nvidia, Microsoft, Novo Nordisk and many other portfolio holdings

Posted on 4 September 2024
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Insights

Apple’s in an advantageous position, although late to AI

Posted on 2 September 2024
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Insights

CommSec Executive Series: Qiao Ma, Munro Partners

Posted on 2 September 2024
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Insights

Part I | The breakdown on Q2 Earnings Season: the team talk On Running, SharkNinja, AXON and other portfolio holdings

Posted on 29 August 2024
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Latest News

These early Nvidia backers are offloading their shares – for now

Posted on 29 August 2024
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Latest News

Top performing funds: 3 of the top 5 global equities funds came from this manager (the best delivered 42.75%)

Posted on 2 August 2024
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Latest News

Macro ‘almost incidental’ to market picture so far

Posted on 30 July 2024
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Insights

Tech tumbles as investors flee year-long rally

Posted on 24 July 2024
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Insights

Australian central bank could raise rates in August, US tech rally to benefit Asian markets

Posted on 24 July 2024
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