Stay informed with the latest market insights, investment updates, and expert commentary from Copia’s specialist investment partners. Whether you’re an investor or financial adviser, our insights provide perspectives on market trends and developments in Australia’s investment landscape.
Is the AI boom starting to look like late 1998? Where are the greatest risks and opportunities for investors right now? Rob Tucker shares his high-conviction views on the forces shaping markets and how he is positioning portfolios in response. From the questionable sustainability of the global AI CapEx boom… to Australia’s subdued business confidence…
Residential mortgage-backed securities (RMBS) are one of the fastest-growing areas of Australia’s fixed income market, yet the asset class remains relatively unfamiliar to many investors. In this webinar, Scott Rundell, Chief Investment Officer at Mutual Limited, joins John Clothier, General Manager of Distribution at Copia Investment Partners, to explore how Australian RMBS works, what is…
We are pleased to announce the appointment of Katherine Holyoake, commencing in August 2026. Katherine brings a strong blend of investment, strategy and consulting experience. Most recently an Investment Analyst at Cooper Investors, she has developed deep expertise across multiple sectors including technology, healthcare and consumer markets, with a focus on financial modelling, valuation and…
The biotechnology sector is showing renewed signs of life, with improving funding conditions, increased M&A activity and a stronger focus on companies advancing high-quality clinical programs. As sentiment shifts back towards innovation and execution, the next generation of drug developers could present compelling opportunities for long-term investors. “Taking on a challenge is a lot like…
“Two halves, two different worlds“ July 2026 | For public consumption Twelve months ago, the consensus view was that FY26 would be the year duration finally rewarded the faithful, as the RBA worked its way through a steady easing cycle. For six months, that thesis held. Then it broke — comprehensively. The…
The following video summarises key themes from the quarterly update. To read the full quarterly report, click here. Video view time: 8:32 0:05 What are the major themes running through equity markets in 2026? 3:09 How does Chester combat this as an Australian equity investor? 4:28 How is the portfolio positioned? Transcript Q1. What…
Big Tech may be able to buy compute, but it cannot buy grid capacity on the same timeline Large technology companies are set to spend more than $700 billion on artificial intelligence (AI)-related capital expenditures in 2026, fueling a rapid expansion of data center infrastructure. That level of spending can secure chips, servers and data-center…
Ryan Wood from Artisan Partners provides a brief overview of the Artisan Global Value Fund. Chapter breakdown and full transcript below. Chapters: 0:00 Introduction 0:19 Investment Philosophy 1:06 Investment Process 2:29 Portfolio Positioning 3:22 Investment Team and Research Approach 6:23 Artisan and Copia Partnership Transcript: 00:00 Introduction My name is Ryan Wood….
Artificial intelligence is reshaping the software landscape, but not all software businesses face the same risks. In this discussion, Bryan Krug explores how the team evaluates software companies, where opportunities remain, and why disciplined underwriting continues to be the key to navigating an evolving market. Transcript: Meaghan Mahoney: We’ve spoken previously about the concerns surrounding…
Ryan Wood from Artisan Partners explains the team’s disciplined approach to identifying high-quality businesses trading below their intrinsic value, and the four key pillars that underpin their long-term investment process. Chapters: 0:00 Defining Value Investing 1:05 Investment Philosophy: Why Value Is More Than Cheap Stocks 2:04 Long-term Ownership Approach 2:26 Managing Risk 3:54 The Four…
As private credit has grown, so too have concerns around leverage, lending standards and risk. In this discussion, Bryan Krug explores the capital cycle, why some parts of the market have become overheated, and how a flexible approach across public and private credit can help uncover attractive opportunities while managing risk. Transcript: Meaghan Mahoney: You…
How can the Global Value Fund fit within a diversified portfolio? In this video, Ryan Wood explains the Fund’s role as a core global equity holding or complementary value allocation, and outlines the disciplined research process behind every investment decision. Chapters 0:04 The Strategy’s Role in Client Portfolios 1:05 Investment Process and Idea Generation 1:54…
