Marcus Ryan (Co-PM, Broadcap Equities), Ed Waller (Co-PM, Ex-20 Equities), Michael Steele (Co-PM, Smallcaps) and Joel Fleming (PM, Microcaps) look back at the August 2023 reporting period and detail why they’re positive on the market opportunities that lie ahead.
13 Sep 2023
Marcus Ryan (Co-PM, Broadcap Equities), Ed Waller (Co-PM, Ex-20 Equities), Michael Steele (Co-PM, Smallcaps) and Joel Fleming (PM, Microcaps) look back at the August 2023 reporting period and detail why they’re positive on the market opportunities that lie ahead.
22 Mar 2023
Hybrids: Opportunities Abound
It has been a fascinating recent few weeks for hybrid market participants following the forced merger of Credit Suisse and...
4 minute read
16 Nov 2022
Economists are idiots!
As a long-time card-carrying member of the economics fraternity Tim Toohey doesn’t say this lightly: economists are idiots. Worse still,...
7 minute read
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