Research Insights 4 market leaders for the energy transition Firetrail Head of Investment Strategy Anthony Doyle outlines four compelling companies with a sustainable edge and enviable market positions.Simon KawaguchiMay 2, 2022
Weekly insights from the Trail Three things that got the team talking this week 1. Full of beans… 2. The buyers are back... 3. Tap and go...Simon KawaguchiApril 29, 2022
Weekly insights from the Trail Chart of the week A look at the recent fall of the mega tech stocks globally and domestic travel demand.Simon KawaguchiApril 29, 2022
Fund Updates Anthony Doyle’s highest conviction idea Firetrail Head of Investment Strategy Anthony Doyle shares his two cents on a high conviction approach, as well as one of the S3 Global Opportunities Fund's highest conviction holdings right now.Simon KawaguchiApril 29, 2022
Research Insights Firetrail Analyst Series 2022: The energy market is set to fire up Blake Henricks joins Firetrail’s Investment Specialist Eliza Clarke for a deep dive into the energy sector.Simon KawaguchiApril 29, 2022
Weekly insights from the Trail Three things that got the team talking this week 1. Its electrifying!… 2. Optimal speed... 3. Post-Covid?...Simon KawaguchiApril 22, 2022
Weekly insights from the Trail Chart of the week A look at high lumber prices and soaring electricity prices.Simon KawaguchiApril 22, 2022
Weekly insights from the Trail Three things that got the team talking this week 1. Food fight… 2. All in the price... 3. Time to fly...Simon KawaguchiApril 14, 2022
Weekly insights from the Trail Chart of the week A look at the chocolate index and the shareholder return of Australian property managers with a focus on Lendlease.Simon KawaguchiApril 14, 2022
Weekly insights from the Trail Three things that got the team talking this week 1. Home is where the office is… 2. Bill shock... 3. Jobs are tight...Simon KawaguchiApril 8, 2022