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Andrew Georghegan from auzbis interviewed Rob Hay on Collins St Asset Management’s #1 commodity call for 2026 and three stock positions the Investment Team believe have the potential for a sharp re-rating if the thesis plays out favourably..
Chief investment Officer Vasilios Piperoglou discusses some of the more surprising investment plays from the Collins St Global Fund & Collins St Value Fund
Investment Analyst Steven Ermidis explores the effects of the FIFA World Cup and a football hungry clientele on this dominant UK fast food chain.
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We anticipated the strong uranium market in 2017. Gold in 2019. Gold again in 2023. Find out what we think is next.