Ausbil Investment Management
Market insights and commentary from Ausbil Investment Management.
Australia5 articlesLast published 15 Jun 2026
Equities
Research
Ausbil Investment ManagementEquities
Signal in the noise: Structural tailwinds that are driving global growth
Ausbil assesses the structural investment environment shaped by deglobalisation, US reindustrialisation, AI-driven capex, and the 2026 Iran oil supply shock, maintaining a broadly constructive outlook on global and Australian equities. The firm forecasts global GDP growth of 3.3% in 2026 and projects S&P/ASX 200 EPS growth of +15.2% in FY26 and +13.4% in FY27, ahead of consensus, driven by resources, financials, and industrials.
15 Jun 2026
There are always opportunities: Ausbil on how sustainable investing can beat the market
Ausbil presents a short-form video making the case that sustainable investing can generate market-beating returns, arguing that ESG-integrated strategies consistently surface investable opportunities. The piece reflects Ausbil's active, conviction-led approach to sustainable equities management.
1 Jun 2026
Ausbil Investment ManagementEquities
What we learnt from the AI SaaSpocalypse: Opportunities in SaaS and beyond
Ausbil's Head of Equities Research argues that the 2026 SaaS market selloff was overdone, contending that incumbent SaaS leaders like Xero, TechnologyOne, and WiseTech possess durable competitive moats - distribution, proprietary data, network effects, and switching costs - that AI cannot easily replicate and may actually reinforce. The piece extends the analysis beyond SaaS to identify AI-driven opportunities across energy, real estate, industrials, and resources sectors on the ASX.
27 May 2026
Ausbil Investment ManagementEquities
Equity Mates Investing: "There's always a bull market somewhere in smallcaps" - Tobias Bucks
A 49-minute podcast episode featuring Tobias Bucks discussing small-cap equity investing, arguing that opportunity in small caps is perennial regardless of broader market conditions. The conversation covers the investment case for small-cap stocks and how to identify pockets of outperformance within the asset class.
12 May 2026
Ausbil Investment ManagementEquities
Best of the Best: Ignore the Noise & Find Great Companies - Arden Jennings
A 45-minute video presentation by Ausbil's Arden Jennings focused on a disciplined, bottom-up approach to identifying high-quality companies by filtering out short-term market noise. The piece centres on equity stock selection philosophy and the characteristics that define best-in-class businesses for long-term investment.
12 May 2026