A look at how more neutral interest rates have impacted growth & value investments and which age groups are contributing most to consumer spending.
Simon KawaguchiNovember 24, 2023
Anthony Doyle presents the latest global market outlook and portfolio update for the Firetrail S3 Global Opportunities Fund (Managed Fund) at the Pinnacle Summit Series 2023.
Simon KawaguchiJuly 26, 2023
Anthony Doyle discusses investing in positive change opportunities in global equities.
Simon KawaguchiFebruary 23, 2023
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In this 20-minute video, Firetrail’s Investment Director Kyle Macintyre provides an update on performance, positioning and outlook for the Firetrail Absolute Return Fund to 31 January 2023. Kyle also discusses why he believes 2023 should be a strong year for stock pickers. Disclaimer This article is prepared by Firetrail Investments Pty Limited (‘Firetrail’) (ABN 98 622 377 913, AFSL 516821) as the investment manager of the Firetrail Australian High Conviction Fund (ARSN 624 136 045), the Firetrail Absolute Return Fund (ARSN 624 135 879), the Firetrail Australian Small Companies Fund…
Simon KawaguchiFebruary 2, 2023
Hear what Firetrail’s Portfolio Managers are staying focused on in 2023, and what matters for investors in the year ahead.
Simon KawaguchiJanuary 30, 2023
A look at a defensive consumer discretionary company and the latest US sentiment towards the housing market.
Simon KawaguchiJanuary 20, 2023
