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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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Mickey Mouse Becomes Mega Mouse

When Bob Iger, Walt Disney’s Chairman and CEO announced that the company would be making a significant strategic shift in August this year, few might have imagined that this shift would include making the world’s premier premium content company even bigger, but that is exactly what has happened. Global Media Analyst Neil Boyd-Clark dissects the news on Disney acquiring the majority of 21st Century Fox Assets. Disney is a holding in both Arnhem Global SMA Portfolios.

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The Beauty Industry: An Attractive Investment

The Beauty Industry is seeing strong growth, with premium products becoming more and more popular among consumers, thanks to social media, online tutorials and celebrity influencers. Consumer Discretionary and Retail Analyst, Bertrand Eury, looks at the trends in the industry and where the attractive investments lie.

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How Green are Electric Vehicles?

As the the world strives works toward a sustainable energy future, we rely on new technology to help us lower emissions and still maintaining our lifestyle. However, sometimes going green isn’t as straight forward as we think. Arnhem Partner, Bruce Low, looks at Electric Vehicles (EVs) in Australia and runs the numbers to see how green they really are.

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Building the Big Smoke

54% of the population now live in cities. With urbanisation on the rise, Arnhem Managing Partner, George Clapham, looks at the investment opportunities arising as the people move to the Big Smoke.

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Nike: Just Automate It

Nike is already using 3D printers to make shoe prototypes, but as large apparel brands race to keep up with consumer trends, new manufacturing technology could see the company catch up with its fast fashion competitors. Bertrand Eury steps into the world of footwear apparel to look at Nikes big plans for supply chain automation.

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Growth Over Income

Given the choice, most investors want growth and income in their portfolio. Despite the popularity of high yielding stocks, Arnhem Managing Partner George Clapham makes the case for fundamental growth stocks. Over the long term, they outperform their income counterparts, both in yield and capital growth.

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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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