• Explore Arnhem
    Global Equity
    Separately Managed Accounts

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.

Disney Stream May Become a Flood

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.

LEARN MORE

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.

LEARN MORE

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.

LEARN MORE

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.

LEARN MORE

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?

LEARN MORE

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.

LEARN MORE

Read all the news