• 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.

Building the Big Smoke

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.

LEARN MORE

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.

LEARN MORE

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.

LEARN MORE

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.

LEARN MORE

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.

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

Read all the news