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.
In the latest Artisan Global Discovery Fund portfolio update, Chip Ridley discusses recent performance, the outlook for global small and mid-cap equities, and three key areas of portfolio focus: AI, aerospace and defence, and healthcare. He also looks at several portfolio holdings, including Lattice Semiconductor, Babcock International and Argenx. Watch the video or read the…
In this video, Scott Rundell, Chief Investment Officer at Mutual Limited, looks at what a softer Australian housing market means for residential mortgage-backed securities, or RMBS. Using recent bank reporting season data and observed market evidence, Scott explains why falling property values do not automatically translate into mortgage credit losses, and why borrower repayment capacity,…
Copia Investment Partners, a leading investment management group, has secured a strategic investment from Scarcity Partners, which has acquired a 30% interest in the group. Building on Copia's strong track record, Scarcity brings long-term capital, deep funds management experience and extensive industry relationships to the well-established platform.
European infrastructure is entering a significant investment cycle, driven by electrification, decarbonisation and the rapid growth of digital infrastructure. In this latest insight, Andrew Steele and Claire Zhang explore how ageing electricity grids, renewable energy integration and rising demand from data centres and AI are creating substantial investment requirements across Europe. The team also consider…
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….
