Insights

Part 1 of our article “Beware the index!” took a general look at the composition of market indices. We...

Most broad-based equity indices predominately comprise mature, old-world industrial businesses, highly geared companies including banks, low quality commodity-based businesses,...

Experience and academic research indicate that it is difficult for even the most skilful fund managers to produce net...

We face a low growth, low inflation and low interest rate world over the next decade and beyond due...

Successful equity investors understand that there are two fundamental, yet intrinsically linked processes, which must operate in tandem to...

Hyperion Asset Management “Hyperion” is a client-centric, alpha seeking business; our primary objective is to protect and grow your...

A multi-billion-dollar asset manager, whose top investments include an internet auction website and healthcare darling CSL, has taken the...

To successfully ride (and take advantage of) short-term sentiment in equity markets, investors need to understand that there are...

Market indices are made up of large and capital-intensive businesses, dependent on old technology. These businesses have performed well...

Unless you feel confident that the index contains companies with long-term growth potential, it might not be the best...

Successful equity investors understand that there are two fundamental, yet intrinsically linked processes, which must operate in tandem to...

This time last year, we made a call on Corporate Travel Management (CTD). At the time, we believed the market was...