27th September 2024

FY24 Reporting Season Wrap

+ The August 2024 reporting period has been a weak one, with many companies reporting higher operating costs and margin pressure, and c...

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31st July 2024

Climate change in 5 simple points: The growing challenge & the opportunity in global decarbonisation

+ Climate change is a multifaceted problem which presents risks and opportunities for investors.

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31st July 2024

Modern slavery: Is it time to move beyond the MSA?

+ The Modern Slavery Act 2018 (Cth) (the MSA, the Act) has resulted in a greater awareness of modern slavery. Unfortunately, there is l...

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30th May 2024

Investor Toolkit: Artificial Intelligence and Human Rights

+ Navigating the nexus of AI and human rights: A toolkit for investors in a world of rapid change

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3rd April 2024

HY24 Reporting Season Wrap

+ The overall macro-economic outlook has improved with rates peaking, and inflation falling, and with Australia’s excess savings, stro...

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28th February 2024

Gridlocked: Investment opportunities in America's grid upgrade

+ The world’s electricity grids are large, but they are about to become giants with the fundamental shift to the electrification of ev...

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30th January 2024

Opportunity: 3 big disconnects in infrastructure

+ We see 3 big disconnects in the global listed infrastructure market that we believe offer compelling opportunities for new and existi...

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19th December 2023

Essential Infrastructure: The 2024 outlook for growth and opportunity

+ Ausbil’s Global Listed Infrastructure team shares their outlook for essential infrastructure for 2024, why inflation benefits infras...

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15th December 2023

Ausbil's outlook for the economy, equities and markets in 2024

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

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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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Market Insights

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