stock picking

Funds management

Why GQG won’t be enamored by trendy stocks

Reflecting on his 30-year career, GQG chairman Rajiv Jain has stressed the importance of avoiding a dogmatic approach to allocations and why technology stocks aren’t nece...

Funds management

Investors need to stock pick for better dividends

Australian equities expected to provide superior income compared to other asset classes over the next 12 months, however it will be a stockpickers’ market when it comes t...

Financial planning

Planners more asset allocators than stock pickers

New research has pointed to financial planners seeing themselves as being more comfortable as asset allocators rather than stock-pickers and leaning towards goals-based a...

Expert Analysis

Strong stock picking never goes out of style

Julian Morrison explores how focusing on valuing individual businesses and investing when they are undervalued could lead to better results than sticking to the tradition...

Funds management

Resources sector offers stock-specific opportunities

The current environment across the metals and mining environment offers stock-specific opportunities, according to T.Rowe Price....

Funds management

Inflation is over and the market has peaked

The market had peaked and we would not see any more inflation but investors could find opportunities where others were not, according to Kerr Neilson. ...