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 and the case for gold and gold equities, Rob explores the themes he believes will matter most for investors over the year ahead.

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 driving the growth of the market, how it differs from the US experience, and why instit

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 high-conviction stock selection. She has a proven ability to generate differentiat

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 riding a horse; if you're comfortable while you're doing it, you're probably doing it wr

“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 financial year split neatly in two. Through the December half, the RBA continued cutting, inflation appeared to be behaving, and the market priced a terminal rate material

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 are the major themes running through equity markets in 2026? We think there's been four major themes that have impacted markets in the first six

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 capacity. It cannot as easily compress the timelines required to generate, transmit and deliver electricity. The recent announcemen

Ryan Wood from Artisan Partners provides a brief overview of the Artisan Global Value Fund, covering the team's investment philosophy, disciplined research process, portfolio approach and partnership with Copia.

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.

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.

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.

Learn how the Global Value Fund can complement client portfolios and discover the disciplined research process behind every investment decision.

Information relating to financial year end 2026 is now available. If you have any questions, please contact our Client Services Team: P: 1800 442 129 or +61 3 9602 3199 E: clientservices@copiapartners.com.au Application and redemption processing on hold Applications and redemptions will not be processed until the distributions have been finalised The hold applies to any applications and redemptions placed after 2pm AEST on Tuesday, 30th June You can continue to submit applica

Recent market cycles have challenged one of the most relied-upon assumptions in portfolio construction: that bonds will always provide meaningful protection when equities fall. Scott Rundell, CIO at Mutual Limited, explores why traditional defensive allocations may need a rethink in today’s uncertain market environment. Originally presented at Entireti’s Online Series, you can now view the video on demand (watch: 45 mins). CPD points are available for viewing the webinar on-d

What the start of this decade has made increasingly clear is that today’s global security environment has become more uncertain, and we are living in a more dangerous world than before. Conflicts in Ukraine and Iran, along with broader geopolitical instability, are reinforcing the need for sustained investment in national defence. We believe this represents a shift from episodic spending cycles toward a more durable, multi-year rearmament phase. The question is no longer whet

We are pleased to announce that the Artisan Global Discovery Fund has been named a finalist in the Global Equities Small and Mid-Caps category at the 2026 Money Management Fund Manager of the Year Awards.