Content Style: Expert Articles

In this article our friends at Munro Partners share insight into a company they believe has great potential for continued future revenue generation.

Understand what demographics are and how the big themes of more lives, longer lives and better lives can lead investors to identifying the investments trends of the future.

In this article Loftus Peak provide a snapshot of 7 companies latest earnings releases, highlighting how they are benefiting from key disruptive trends.

Another year, another burst of extreme crypto volatility. But the blockchain technology behind bitcoin, stablecoins and other digital assets continues to grow in importance. Cryptocurrencies like Bitcoin have existed for over a decade, but their extreme volatility has obscured the real revolution: the blockchain technology which underpins them. If nothing else, Bitcoin has proven that blockchain works.

A Buy Hold Sell from Marcus Today’s Tom Wegner, who gives you the rundown on a stock that has caught his attention. In a volatile market Challenger (ASX: CGF) has managed to weather those headwinds with relative grace. Tom analyses this investment management company’s vision to help its customers achieve financial security for their retirement.

At times of crisis, it can feel like it doesn't matter what you own because investors sell what they can, rather than what they particularly want to. So how can diversification ease the panic?

Emerging markets (EM) have been growing rapidly in recent years. In fact, they now contribute over 50% of global growth and are expected to contribute over 60% in 2022. Once dominated by agriculture and cheap manufacturing, EM countries are today home to some of the world’s fastest-growing economies and most innovative companies.

In the last two decades, Asia has become a powerhouse of global growth. Demographics and digitalisation are fuelling a boom economy that’s expected to continue for decades to come. Find out why you should be looking at this region more closely.

The need to decarbonise the planet is a major thematic of our time, and Climate represents a significant long term investment opportunity. In this article Munro Partners outline 10 companies currently best positioned to champion the planet’s need to reach net-zero and ‘save the world’.

There are an increasing number of ways investors can access investment funds. Some are available on the Australian Stock Exchange (ASX and CXA) and others aren’t, whilst some are actively managed and others track an index – like an Exchanged Traded Fund (ETF).

"The world is heading toward a zero-carbon future, and climate change is the next big S-curve, one that will last twenty years or more". In this article our friends at Munro Partners explore two companies they see as 'clean energy' leaders.

We all recycle. Despite this, 99% of the stuff we harvest, mine, process and transport are trashed within six months. There is obvious room for improvement and in this article our friends at Munro Partners explore two companies they see as 'circular economy' leaders.

A growing number of businesses are popping up that facilitate the reuse of items, extending product lives and helping the environment in the process. This resale industry has both financial and environmental benefits by allowing sellers to make money, buyers to cuts costs, and the overall carbon footprint to fall.

Carbon footprint is one way organisations measure their progress towards achieving net zero operational emissions by 2030. Here we explain what it is and how it's measured.

Climate change is the defining issue of our time and generation. If no action is taken to address climate change, what are the implications of a heating world for the year 2050?

The human race is aging at an unprecedented rate. Over 2 billion people expected to be over 60 by the year 2050, placing unsustainable pressure on the work force. The answer may lie in automation and robotics - something we've already seen in Japan. But what are the opportunities for investors?

Australia has one of the most transparent and regulated water markets in the world. Water rights form an important part of this market structure, providing the holder of the entitlements with a specified volume storage of water from a particular source for consumptive use. Entitlements vary by State jurisdiction, but they are all transferable and can be valued at the market by observable traded prices.

The global timber investment industry is dominated by North America, which accounts for approximately 70% of institutional investable timberland. The attractions of this part of the asset class are perhaps best summarised by the old market adage, “share prices may fall, but the trees will still be standing”.

The buzz around the “metaverse” has gone into overdrive as the technology that could make it a (virtual) reality draws closer and internet giants make big bets on its success. But is it all it’s cracked up to be? And does it ‘meta’ for investors?

With such a long-term investment horizon, the economic fundamentals for most real assets look positive, but this is particularly the case for agriculture, which has a clear megatrend in its favour.

New disruptive business models which have created so much value for shareholders would simply not have emerged but for the increasing sophistication and sheer grunt of the chips on which they run.

Marcus Padley summarises some of the lessons for investors from the once-in-a-lifetime pandemic years. Those years have been great for investors. It has allowed fabulous opportunities. Hopefully you played the game and look forward to the next great correction rather than fearing it. Hopefully we’ll all have the vigilance, experience, and courage to exploit it, not run from it.

The word “real” is a broad term that has many different meanings, so it should perhaps come as no surprise that the term ‘real assets’ can also be defined in different ways by investors.

You could be forgiven for believing that your outrage has fallen on deaf ears, especially in Australia.  However, the overwhelming worldwide demand for ESG and socially responsible initiatives from customers, employees and shareholders has influenced most corporations in changing their behaviour - virtually every company we meet is talking about their sustainability goals.

Equity Mates Media has asked Andrew Brown, a regular guest of the show, to provide an update on his comments about investment opportunities in Russia, that was first aired on our Bold Predictions podcast on 3 February 2022. This was off the back of a lot of interest from the Equity Mates Investing Podcast community about how Andrew is thinking about them now. Below is his response.