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Arnhem Investment Management is a boutique fund manager focused on delivering value through in-depth industry structure analysis and company research. With over 150 years of combined investment experience, the research team continues to deliver industry leading expertise.

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Car Insurance Premiums at a Premium

There is lot of talk about the ‘Bill Shock’ Australians experience when they receive their power bill. Despite the hype around electricity, Mark Nathan warns consumers to brace themselves for their next car insurance notice as premium rates are also on the rise.

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Disney Stream May Become a Flood

With alot of hype around the CBS aquisition of the Ten Network, Arnhem Managing Partner, Neil Boyd-Clark, takes a look at global media and the Walt Disney Company. The ‘mouse house’ recently announced they’re launching their own streaming platforms, pulling content from Netflix to try their hand in the online SVOD space.

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Rise of the Machines: What are Bob and Alice up to?

The rise of the machines may be straight out of a Terminator movie, but Artificial Intelligence is no longer science fiction and presents a very real investment opportunity. Arnhem Global Portfolio Manager and Technology Analyst, Theo Maas, looks at the AI market and the companies securely positioned to ride this next phase of growth in the technology industry.

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The Death of Volatility

Recent headlines have been filled with reports on volatility hitting record lows. Arnhem Partner and Equity Dealer, Simon Twiss, takes a step back to pull apart some of the underlying forces driving volatility lower, in a market seemingly full of surprises.

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Reporting Season: What to Look For

Company Reporting Season is a busy time for fund managers and financial professionals, who wade through the barrage of financial results which will ultimately influence their views on companies. After 32 years in the industry, Arnhem Managing Partner, George Clapham, breaks down 7 key things he looks for when analysing a company report.

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Filling a Gap in Healthcare Stocks

Arnhem Healthcare Analyst and Back-up Portfolio Manager, Gino Rossi, looks at the latest move away from classic healthcare stocks, with investors sheltering from regulatory risk in the US. As alternative healthcare stocks, like Dental and Animal health, see their value soar, are investors just swapping regulatory risk for the risk of overpaying for assets?

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Are You Amazon Ready? – Take a look at Home Depot

Arnhem Managing Partner, George Clapham, looks at how Amazon is impacting retail markets. As recent moves by the online retailer has the Australian market wary, US DIY retailer, Home Depot, is a prime example of how businesses can counteract market fears and become Amazon ready.

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How Nine Ate Ten

Arnhem Managing Partner, Neil Boyd-Clark, assesses the landscape of the Australian TV Industry. Drawing on US innovation, Australia’s big 3 TV broadcasters must adapt to subscription TV models and falling advertiser revenue, but the question remains whether Ten network will get back on its feet or be consumed by the rest of the industry.

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Is Merck Leading the Way for Cancer Treatment?

Breakthroughs in Immuno-Oncology drugs have generated a lot of media attention and represent a big growth area in cancer treatment. Arnhem Healthcare Analyst and Global Portfolio back-up Manager, Gino Rossi, discusses the big players and the latest developments in treating the deadly disease.

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Fixing a Broker System

When it comes to buying a new house, more than half of Australians consult a mortgage broker. Mark Nathan and Mathieu Blake look at ASIC’s mortgage broker remuneration report, shedding some light on the shady side the industry.

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Diversification: the Key to Smart Investing

Traditional global funds have fallen short for Australian investors when it comes to genuine equities diversification. Arnhem Global Growth and Arnhem Australia+ are our solution, offering truly diversified exposure to high growth global industries not available in Australia.

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