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Investment insights ‘from the trail’
Firetrail Analyst Series | Christmas lights beckoning advertisers back into the market
In the fifth iteration of the Firetrail analyst series, Firetrail Australian Small Companies Fund analyst, Eleanor Swanson, gives us an update on the media sector recovery, as Australia opens back up to a ‘Covid-normal’ state. She also discusses where the Small Companies Fund is finding bright spots as we head into Christmas.
ASX and Firetrail Investments: The role of alternatives in investor’s portfolios
Alternatives can deliver better risk adjusted outcomes for your portfolio.
But many investors don’t understand how alternatives like Hedge Funds actually work.
In this interview with ASX, Kyle Macintyre explains how hedge funds work (in particular shorting) and the role they can play in your portfolio.
Firetrail Analyst Series | One way to catch post-COVID upside
In the fourth iteration of the Firetrail Analyst Series we take a deep dive into the Australian retail sector, and assess the impacts from COVID. Analyst and retail guru, Tom Kierath, takes us through who we think the winners and losers will be in this environment over the next 12 to 24 months.