31st October 2023

Decarbonisation, AI and onshoring: Global small-cap opportunities

+ Global small caps in developed markets are offering compelling ways to benefit from the huge thematic changes in the world, including...

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29th September 2023

FY23 Reporting Season Wrap

+ Overall EPS growth expectations for the market fell further across reporting season by 1.4%, taking the overall consensus EPS growth ...

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28th September 2023

India's growth runway and what it means for global resources

+ Is India the next China? Ausbil's Global Resources Team looks at India's significant growth runway and whether it is set to mirror...

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4th September 2023

Intergenerational Report: Opportunities in greater productivity, but only if things change

+ The Intergenerational Report issued by Treasury outlines five major forces that are going to shape Australia in the coming decades: p...

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29th August 2023

Global Essential Infrastructure: Understanding the opportunity

+ Global essential infrastructure in listed markets offers investors access to some of the highest quality, profitable infrastructure a...

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22nd August 2023

UK water utilities: What's exciting about water supply?

+ There is a lot to get excited about water supply, says Ausbil, but care and depth of understanding is crucial to getting it right. Re...

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4th August 2023

(Re)Globalisation: Making Global Themes Investable via Infrastructure

+Tim Humphreys, Portfolio Manager of the Ausbil Global Essential Infrastructure Fund, joins host Lauren Goodwin to describe how a global meg...

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28th July 2023

Australia's resources tailwind and the outlook for equities

+ Ausbil’s Paul Xiradis, Executive Chairman, Co-founder and Chief Investment Officer of Ausbil Investment Management, shares his ...

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20th July 2023

Active large-cap equity investing - generating alpha from the biggest companies in the market

+ Ausbil has established a track record in equities for over a quarter-of-a-century. In the process, we have demonstrated the capacity ...

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30th June 2023

Is yield and dividend growth the holy grail?

+ The perennial question for investors when seeking income is whether they can achieve higher yields without sacrificing growth in earn...

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1st June 2023

The compelling opportunity in small companies

+ Small-cap equities are a ‘land of opportunity’ for a risk-aware active investment strategy. Ausbil’s Portfolio Managers,...

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18th May 2023

Changing of the Guard: New opportunities in global small caps with rate stabilisation

+ 2022 was a rough-and-tumble year for equities across the spectrum in the great monetary stabilisation. The rapid rise in interest rates to...

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1st May 2023

What is exciting about LNG infrastructure? Alot.

+ Natasha Thomas, Portfolio Manager, Energy & Communications in Ausbil’s Global Essential Infrastructure team, discusses the key o...

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24th March 2023

HY23 Reporting Season Wrap

+ Australian companies just reported half-year results, a slightly disappointing season relative to expectations, with earnings falling -2.2...

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17th February 2023

The many facets of gold: Hedging, inflation and interest rates

+ Gold can be a challenging asset class for investors. Ausbil's Global Resources Team talks through the different facets of gold, and wh...

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16th December 2022

Economic and Equities outlook: Summer of 2022/23 and beyond

+ What is the outlook for the economy and earnings in this environment of high inflation, rising rates, an energy shock and slowing growth? ...

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13th September 2022

Spotlight on Communication Towers: Why are they so exciting?

+ Mobile phone towers might not strike investors as too exciting until they look at the fundamentals and growth outlook for this vibrant sec...

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9th September 2022

Active investment management - the quiet achiever

+ In all the talk on the rise of passive investment strategies, their active counterparts have been steadily compounding outperformance in t...

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15th August 2022

Listed Renewable Energy Infrastructure – Risks and Opportunities

+ Ausbil’s Essential Infrastructure approach to investing means it is a relatively low-risk way for investors to gain exposure to this...

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28th July 2022

Commodities: East Vs West, China to drive resources in face of weaker growth

+ Over the past few months, we have seen a significant selloff in global equities, mainly driven by concerns around slowing economic gr...

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15th July 2022

The compelling story of listed Essential Infrastructure, and how it can help hedge inflation

+ Ausbil’s Global Essential Infrastructure team share their views on the sector, and talk about the powerful yield the asset clas...

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5th May 2022

Commodities: Understanding the war in Ukraine

+ Both Russia and Ukraine are significant producers and exporters of natural resources. As such, the invasion of Ukraine by Russia has had a...

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21st March 2022

Ausbil Reporting Season Wrap HY22

+ The HY22 financial reporting season has just concluded marking the first half of the full second year of earnings under pandemic cond...

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25th February 2022

Inflation, interest rates and what it means for equities

+ Paul Xiradis, Executive Chairman, Chief Investment Officer and one of the founders of Ausbil Investment Management talks about the sp...

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20th December 2021

Hydrogen, 'it's a gas, gas, gas...' for the energy transition

+ With renewed focus on net zero what does hydrogen have to offer? Natasha Thomas, Portfolio Manager, Energy &
Communication...

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