1. Lendlease Google Project… It’s BIG! 2. All pain, no gain for Peloton… 3. Ransomware attacks on the rise…
Simon KawaguchiJune 3, 2022
1. Turbulence on the path to net zero… 2. Rates up, loans down… 3. Lendlease / Google urban development in San Francisco…
Simon KawaguchiMay 27, 2022
A look at the US consumer stimulus trend and growth vs value performance.
Simon KawaguchiMay 27, 2022
Patrick Hodgens shares insights into the Firetrail Absolute Return Fund, including how the investment team exploits long and short investment opportunities.
Simon KawaguchiMay 25, 2022
In this Firetrail Insights piece, we outline the approach the Firetrail S3 Global Opportunities Fund takes to ensure investors are getting the best of both worlds: exposure to energy markets via sustainable businesses.
Simon KawaguchiMay 25, 2022
1. Soft commodity strength… 2. The decarbonisation journey... 3. Back on the ground in California...
Simon KawaguchiMay 20, 2022
A look at growth stock multiples and a stock idea given the latest election polls.
Simon KawaguchiMay 20, 2022
Carbon Capture and Storage (‘CCS’) is the most debated topic in climate discussions right now. In this Firetrail ESG Insight, we take a deep dive into the CCS process, provide case studies of the technology in use and outline why CCS will be critical in helping reduce emissions in Australia’s energy transition.
Simon KawaguchiMay 16, 2022
In this article, we take a deep dive into the goldilocks period the agriculture sector has experienced in recent times. We also look at two ASX-listed agriculture stocks set to benefit from these conditions in the years to come.
Simon KawaguchiMay 16, 2022
