Shaw and Partners Research Monitor - October 2025 Edition

  • 2026 market outlook: Martin Crabb, Chief Investment Officer

  • Our views on asset allocation: Maria Zapata, Senior Investment Analyst

  • The case for emerging market value: Pzena Investment Management

  • Global small caps, the missing ingredient has arrived: Ophir Asset Management

  • The great wealth transfer in Australia

  • ByteDance & Reflection AI

  • Q4 2025 Performance: Hansheng Zhang, Investment Analyst

  • The ‘Don-roe’ doctrine: Andrew Hines, Head of Research

  • Stock recommendations: Genesis Minerals (GMD), Goodman Group (GMG), Life360 (360), Resmed (RMD), AML3D (AL3), Bannerman (BMN), Boab Metals (BML), Peninsula Energy (PEN)

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