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Magellan’s Michael Collins writes that, among the many messages Covid has given us, is the notable one that competence matters during emergencies, but is hard to achieve.

When speaking to clients, the investment team at Kardinia Capital is frequently asked whether the market’s extraordinary run is due to come to an end. Here’s their answer.

Many companies expediting the digital revolution aren’t household names. But they often offer stronger growth potential than big-name brands making blockbuster products.

After Covid left company finances in tatters, many needed to tap investors for additional working capital. Raelene de Souza from Realindex looks at how this played out for all parties.

Allan Gray’s Simon Mawhinney looks at what happens when an equity index rebalances and how investors can benefit from an understanding of the forces that drive short-term share price movements.

Investors’ ongoing love affair with capital-light businesses continues unabated in a giant game of pass the parcel with highly inflated assets – but it’s hard to see when the music will stop.

Platinum’s Andrew Clifford gives us his thoughts on rising inflation, whether or not it is here to stay and what it means for markets, and where US / China relations fit in the overall context.

Kevin Schmitz from MFS Investment Management illustrates how his firm’s active management process helps them focus on opportunities during market dislocations.

Richard Jones from First Sentier Investors gives some insights on how his firm is managing its portfolios amid the current uncertainties across markets, sectors, and countries.

Dan Rasmussen, author and founder of asset management business Verdad, speaks with Schroders about how to target value businesses – with leverage – for ‘a wilder ride’.

GAM Investments’ Julian Howard outlines why inflation is likely to prove temporary, his longer-term outlook, and how investors should position accordingly.