How ETFs make systemic investing DIY accessible

While systematic investing is complex in nature and doesn’t suit a DIY approach, having access to this style of investing may be beneficial for investors seeking active potential above-index returns.

Should investors re-consider the energy transition?

With investors almost singularly focused on AI, a narrow mindset overshadows some of the broader current investment opportunities available for investors. One such thematic investors should consider is the energy transition, currently a multi-trillion-dollar underappreciated addressable market.

Time in the market beats timing the market

Embrace a ‘puzzle-solving’ approach to investing. Think holistically, seek unique opportunities, and remain patient. Approach investing with the same methodical, analytical mindset required to solve complex puzzles, rather than making impulsive decisions to help navigate the complexities of global equity markets and potentially achieve superior long-term returns.

How AI had it’s ‘iPhone’ moment in 2023

As companies globally invest in developing or integrating AI, a boom in demand is expected to benefit infrastructure providers, semiconductor companies, and large software firms. And Munro Partners says this is just the beginning.

Investing in private markets and the key challenges

The importance of assessing your investment portfolio beyond its investment return potential. It’s critical to consider factors such as measurable risk, inflation protection, interest rate risk exposure, resilience and sustainability of the investment returns to achieve better risk-adjusted returns. 

Global listed REITs offer investor access in a liquid and transparent structure

The ongoing digitisation of the economy and explosion in demand for AI is driving a once in a generation investment cycle in digital infrastructure and particularly the data centre sector. Listed REITs provide investors one way to participate in the development of this sector via exposure to key data centre REITs such as U.S. listed Equinix and Digital Realty. 

Why Global Mid-Caps are a sweet spot in equities

One of the key themes in global small and mid-cap companies is their potential for higher growth compared to large-cap firms. Mid-cap companies, in particular often strike a "goldilocks zone," balancing the potential for high returns without introducing excessive liquidity risk.

Disruptive change is affecting valuations of companies around the world

How growing use of processing power, specifically artificial intelligence, is changing the way companies execute their business process.