IPH Limited (ASX:IPH) is the leading intellectual property services group in the Asia Pacific region and its shares had fallen as much as 15 per cent from their 2020 highs, for no apparent reason, at which point Gary and Dominic from the Montgomery Small Companies Fund added it to the portfolio on the back of its defensive growth characteristics, strong…

Over the past two years, the evolution of the pandemic has been the leading force dictating the path of the global recovery. Despite the many challenges still present, Polen Capital believe that several secular trends that were already in motion before COVID-19 will continue to shape the world around us and play an important role in defining tomorrow’s leading businesses. In this whitepaper, Polen Capital look at what they view as some of the most important secular growth themes that may reshape the world over the next decade.

I have just penned my next column for The Australian Wealth section this weekend. In the article I explain how different definitions of recession are common and yet largely irrelevant for today’s equity investor. Some say its two quarters of negative growth. If that’s the case, then the Atlanta Fed’s GDPNow tool is predicting the U. S.

If you’re looking for a solid investment with stable and predictable cashflows, you could do worse than explore listed infrastructure assets.   This conclusion was hammered home to me yet again by the news that Spark New Zealand (SPK:ASX) is selling 70 per cent of its passive tower infrastructure company for a pretty tidy sum.