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HY24 Reporting Season Wrap

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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Gridlocked: Investment opportunities in America's grid upgrade

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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Opportunity: 3 big disconnects in infrastructure

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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Essential Infrastructure: The 2024 outlook for growth and opportunity

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

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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Decarbonisation, AI and onshoring: Global small-cap opportunities

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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FY23 Reporting Season Wrap

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

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

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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Global Essential Infrastructure: Understanding the opportunity

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

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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(Re)Globalisation: Making Global Themes Investable via Infrastructure

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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Australia's resources tailwind and the outlook for equities

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

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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Is yield and dividend growth the holy grail?

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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The compelling opportunity in small companies

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

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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What is exciting about LNG infrastructure? Alot.

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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HY23 Reporting Season Wrap

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

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

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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Spotlight on Communication Towers: Why are they so exciting?

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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Active investment management - the quiet achiever

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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Listed Renewable Energy Infrastructure – Risks and Opportunities

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

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

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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