Insights

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Structural Dividend Changes in the Australian Equity Market

September 22, 2025
Dividend income has always been a central feature of the Australian equity market. Yet in recent years, the dynamics of how companies return capital to shareholders have shifted significantly.

Market Update and Outlook – September 2025

September 8, 2025
Portfolio Managers Andrew McLennan and Damien Keune feature in a market update webinar on Australian Equities following reporting season.

ESG Mining and Traditional Owners Tour

August 28, 2025
On the ground insights examining the relationship between mining companies and Traditional Owners.

Webinar: FY25 Review

June 19, 2025
Michael Bell (Chief Investment Officer) and Andrew McLennan (Portfolio Manager) from the Solaris Investment team hosted a market update webinar on Australian Equities.

Cautious Optimism: China’s Recovery and the Aussie Equity Edge

May 23, 2025
I learnt early on in my career as an active fund manager; your edge isn’t just in the data—it’s in the details you can only find on the ground. I recently returned from China, it’s my fourth research trip in five years and by far the most constructive yet.

2025 Pinnacle Insights Series – Australian Markets

March 18, 2025
Portfolio Manager Charles Story shares key insights on identifying high-quality compounders and the red flags investors should watch out for at the 2025 Pinnacle Insights Series Event.

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