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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.

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

Arnhem Managing Partner, George Clapham, looks at how Amazon is affecting 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.


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.


Cancer Breakthrough, for some…

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.


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.


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.


Intel – On the road to nowhere?

Intel announced that it plans to acquire Israeli company, Mobileye, in an all-cash deal for US$15bn, or a 36% premium to the current share price.

But does this acquisition allow Intel to catch up in systems for autonomous vehicles? We don’t believe so and prefer our holding in Nvidia


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