Insights

Our latest insights from the trail

Filter

Read More
FeaturedWeekly insights from the Trail

Three things that got the team talking this week

March 24, 2023
1. Mega risk in mega-caps?… 2. Where are all the workers…? 3. Takeovers take over...
Read More
FeaturedWeekly insights from the Trail

Chart of the week

March 24, 2023
A look at US industry revenue and the Mexican domestic aviation market.
Read More
Fund Updates

Pinnacle Insights Live 2023 – Australian Equity Opportunities

March 22, 2023
Blake Henricks: The best opportunities are often uncomfortable.
Read More
Weekly insights from the Trail

Three things that got the team talking this week

March 17, 2023
1. Small banks feeling the pain, but this is not GFC 2.0… 2. Goods demand is slowing, but travel/leisure is flying… 3. Investors are seeing the glitter in gold…
Read More
Weekly insights from the Trail

Chart of the week

March 16, 2023
A look at average stock holding periods and Medibank policy holder volumes.
Read More
FeaturedResearch Insights

If it Glitters, it’s Gold

March 16, 2023
Why we expect gold, and one ASX-listed gold miner, to shine in 2023.