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WAM Vault: The next opportunity set

In this series, our investment team discuss how they positioned the investment portfolios throughout...
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In honour of Charlie Munger, seven contrarian trades for 2024

By James Thomson

Charlie Munger always strove to challenge his own views. ...

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Why the ‘higher for longer’ mantra is getting it wrong

By Matthew HauptMarkets have been captured by the US Federal Reserve’s ‘higher for longer...
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Wilson’s fundie says rate cuts to come sooner than expected

By Tom Richardson Equity investors should be preparing for interest rate cuts in 2024 ...
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Fund managers say these could be tomorrow’s blue-chip stocks

By Tom RichardsonFund managers are scouring the artificial intelligence, life sciences and next-...
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Investment opportunities in agriculture

By Dania ZinurovaWAM Alternative Assets (ASX: WMA) provides retail investors with the ...
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Investment opportunities in infrastructure

By Dania ZinurovaIn an environment of high economic uncertainty, ensuring an investment ...
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Peace dividend blow puts philanthropy in peril

By Geoff Wilson and Caroline Gurney The escalating conflict in the Middle East, amid ...
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Investors push for Santos LNG break-up

By James Thomson The $25 billion energy giant Santos could be worth almost 40 per cent ...
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