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Category: Global Equities

Fleur Wright presents at Sohn’s Hearts and Minds 2024

Posted on December 9, 2024 | by Katie Orsini | Leave a Comment on Fleur Wright presents at Sohn’s Hearts and Minds 2024
Posted in Global Equities

Spend-tacular: Wealthy Hands on the Wheel? An investigation into the health of the US consumer.

Posted on November 6, 2024 | by Katie Orsini | Leave a Comment on Spend-tacular: Wealthy Hands on the Wheel? An investigation into the health of the US consumer.
Posted in Global Equities

AFR: Missed out on Nvidia and Ozempic? This fundie says it’s never too late

Posted on October 15, 2024 | by Joel Maloney | Leave a Comment on AFR: Missed out on Nvidia and Ozempic? This fundie says it’s never too late
Posted in Global Equities, Media

The Australian: Northcape Capital’s Fleur Wright on why it’s still early days in the Gen AI boom

Posted on October 14, 2024 | by Joel Maloney | Leave a Comment on The Australian: Northcape Capital’s Fleur Wright on why it’s still early days in the Gen AI boom
Posted in Global Equities, Media

Watt’s Up With AI?

Posted on July 10, 2024 | by Austin Orsini | Leave a Comment on Watt’s Up With AI?
Posted in Global Equities

Will GLP-1s solve the world’s obesity problem?

Posted on April 16, 2024 | by Joel Maloney | Leave a Comment on Will GLP-1s solve the world’s obesity problem?
Posted in Global Equities

Investor Daily: AI – Sizing the market opportunity?

Posted on September 11, 2023 | by Austin Orsini | Leave a Comment on Investor Daily: AI – Sizing the market opportunity?
Posted in Global Equities, Media

AI – All In ?

Posted on July 10, 2023 | by Austin Orsini | Leave a Comment on AI – All In ?
Posted in Global Equities

It’s Raining Cats and Dogs – investing in the ‘pandemic pet boom.’

Posted on April 10, 2023 | by Austin Orsini | Leave a Comment on It’s Raining Cats and Dogs – investing in the ‘pandemic pet boom.’
Posted in Global Equities

Web 3.0 – Are you ready Player One?

Posted on January 10, 2022 | by Austin Orsini | Leave a Comment on Web 3.0 – Are you ready Player One?
Posted in Global Equities

Recent Posts

  • AFR: Australian equity portfolio manager, Paul Parsons is weighing options amid James Hardie’s slide.
  • James Hardie bid for Azek – Snatching Defeat from the Jaws of Victory
  • Northcape Board appointment and Audit, Risk & Compliance restructure
  • Australian Equities Market Outlook 2025
  • Fleur Wright presents at Sohn’s Hearts and Minds 2024

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