Firetrail’s Portfolio Managers highlight what matters for investors following the February Australian reporting season.
Inderjit KaurMarch 9, 2023
A close look at the Heating, Ventilation, and Air Conditioning (HVAC) sector which is seeing significant demand growth.
Inderjit KaurMarch 8, 2023
Anthony Doyle catches up with David Chau from the Australian Broadcasting Corporation (ABC) to discuss the rising costs that are hitting Australian households.
Inderjit KaurMarch 6, 2023
A quick study of 3 major drivers of stock market performance over the coming decade: Deglobalisation, Decarbonisation and De-dollarisation.
Inderjit KaurFebruary 3, 2023
Producing steel accounts for 8% of global CO2 emissions. Firetrail analyse the importance of decarbonising steel in helping the world meet its emission targets.
Simon KawaguchiNovember 14, 2022
Ramoun Lazar joins Firetrail’s Investment Specialist Eliza Clarke for a deep dive into the ASX stock with a three year bull case.
Sam GordonSeptember 2, 2022
Traditional ESG strategies address the net zero challenge simply by excluding high emitting companies from their portfolios. Is this the right approach to deliver superior investment and climate outcomes?
Simon KawaguchiAugust 31, 2022
An analysis of Firetrail’s engagement in two critical areas: 1. Decarbonisation Solutions Providers 2. Carbon Removal.
Simon KawaguchiJune 16, 2022
