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Arnhem's Global SMA's

Arnhem offers high conviction Separately Managed Account (SMA) portfolios designed to give investors access to global growth companies and industries not available in Australia.

Our Global Industries Insights

The Arnhem team’s commentary on changes in the market with topical analysis and industry insights.

Facebook- ‘We Run Ads’

Senator Orrin Hatch: ‘How do you sustain a business model in which users don’t pay for you service?’
Mark Zuckerberg: ‘…we run ads.’
Arnhem Dealer, Mathieu Blake, looks to the future of the Facebook business model in the wake of recent scandal and the looming inevitability of privacy regulation.

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An Era of Airline Profitability

Qantas has staged a remarkable bounce back to profitability since its all-time low in 2014. This year could be another record profit for the airline. Arnhem Partner and industry expert, Bruce Low, has performed a detailed analysis to dissect the key drivers of the turnaround, and to determine if its cyclical or structural, and whether or not it’s sustainable.

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Data Breaches & Cryptoworms: The World Held to Ransomware

Internet users the world over are on edge once again. An expose on a politically aligned insights group harvesting the data of 50 million Facebook users, caused a broad selloff for the tech giant and the wider sector. Hacking, data breaches and viruses are front of mind. Arnhem’s Chris Tynan looks at the latest spate of data related debacles and how consumers, companies and governments are seeking ways to secure the cloud and encrypt their chips.

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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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