Weaker fund inflows and lower performance fees have led to earnings downgrades for many fund managers. Pinnacle Investment Management Group (ASX:PNI) is a manager of different fund managers. Because exposure is diversified across different managers and investment styles, and share price is well down from the peak, is it worth considering PNI as an investment? About Pinnacle PNI holds minority equity interests (typically 23-49%) in 14 boutique investment management firms (‘Affiliated Firms’), with the business model being to enable high-calibre …

Read MorePinnacle Investment Management is not worth buying yet

Amcor (ASX:AMC) is a company that has the potential for its shares to not only head higher from here, but increase its dividend along the way. We consider that there are a number of factors likely to underpin a re-rating in AMC. These include: i) The confirmation of FY20 guidance, ii) The prospect of margin expansion in the Flexibles division, iii) An expectation that the gearing level will continue to fall, and iv) The integration of the Bemis acquisition tracking …

Read MoreFurther upside expected for Amcor shares