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Why GQG brought tech ‘back from the bench’

The locally-listed international fundie has “massively ramped up its tech exposure” since it dropped almost all of it in 2021 in favour of big wagers on energy stocks. It’s just not all the tech that it liked before.

Lachlan Maddock | 20th Sep 2023 | More
‘It makes no sense’: The world according to Cathie Wood

After a punishing innings for her flagship ETF, ARK Invest founder Cathie Wood thinks investors need to stop living in the 70s. This time next year the Fed will be “running in the opposite direction” and deflation will dominate the market.

Lachlan Maddock | 14th Jun 2023 | More