News and Insights

Stay up to date with the team at Chester Asset Management

Oct 30, 20213 min read

Financial Repression means a different investing climate

The most recent COVID inspired emergency response has seen 20 years of US central bank debt accumulation double in 12 months.

Oct 21, 20219 min read

News Corp… Sufficiently Digital? Sufficiently Sustainable?

In an investment era that feels likely to be defined by the rise and rise of cloud software platforms and iterations of the...

Jun 30, 202111 min read

Life after 40 – Time to go overseas?

Twelve months ago we wrote our second note on Mineral Resources (ASX: MIN) titled Can Mineral Resources be a $40 stock?. Within seven...

Apr 30, 20213 min read

Structural inflation is on the horizon, and investors need to prepare now

Wage inflation, de-carbonisation and localisation are driving structural inflation, argues Chester Asset Management – and investors need...

Apr 23, 20218 min read

The problem with the world is that everyone is a few drinks behind

The title of this article is a famous quote from Humphrey Bogart which couldn’t be more apt right now. Everyone has a favourite reopening...

Jan 13, 20217 min read

Return of the explorer

After a year many would describe as the most challenging in recent memory we are optimistic on the human spirit bouncing back in 2021....