Although US equities tend to dominate the conversation about technology investing, Franklin Equity Group’s John Remmert and Don Huber believe there are many innovative international companies that get overlooked.
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Despite Australia’s exceptional success in controlling the pandemic, dividend cuts were most severe in the UK, Europe and Australia.
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Douglas Isles from Platinum Asset Management breaks down the state of the semiconductor sector in the wake of the COVID pandemic.
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A key driver of relative performance between Australian and global equity markets has been relative global sector performance: in particular, the performance of technology versus mining stocks.
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Bell Potter analyst Hayden Nicholson updates developments in the LIC market. WAM Global Options Issue.
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Fidelity International’s Tom Stevenson has a look back at 2020 and finds some lessons to be learnt from the remarkable year just passed.
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Over the past decade, growth stocks have enjoyed exceptional performance while value stocks have lagged behind. Have the fundamentals supporting value investing changed for good or are we about to enter a style rotation?
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These are some reasons why, as a shareholder, we at Investors Mutual agitate for change on a wide range of company issues fundamental to growing shareholder wealth.
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Daniel Sullivan, Head of Global Natural Resources at Janus Henderson, discusses the key drivers of change in the natural resources sector and what’s ahead for mining, energy and agriculture in 2021 and beyond.
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There is a direct link between renewables and commodities that can be taken advantage of in the markets, writes Alphinity’s Elfreda Jonker.
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Many factors – from a high-growth, low-inflation, low bond yield environment to climate change initiatives, electric vehicle adoption and grid resilience – are lining up as tailwinds for infrastructure portfolios.
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Questions about free speech on social media, internet companies’ policies on user expression, and government intervention in the tech industry are becoming impossible for investors to ignore.
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In this week’s Insights column, AMP’s Shane Oliver argues that many of the mistakes investors make are based on common sense rules of thumb that turn out to be wrong.
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Stephen Cooper from First Sentier Investors explains how different fixed income strategies can provide cost effective diversification against risk assets in the current market environment.
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Alex Cook from BetaShares examines the role robotics and A.I. have played not only in developing a vaccine but also in its distribution.
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There has been a marked increase in the demand for Environmental, Social and Governance (ESG) /Sustainable style products and this trend looks set to continue, says Russell Investments’ James Harwood.
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Public disgruntlement stops Berlin cementing a currency union that helps make the country an export dynamo, writes Magellan’s Michael Collins.
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Demand for digital infrastructure and recent commitments from governments around the world have once again piqued investor interest for infrastructure.
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Bell Potter analyst Hayden Nicholson updates developments in the LIC market. Attractive Global Growth Opportunities. WCM Global Growth (WQG). Thorney Re-Introduces Buy-Back.
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The weak US December jobs report tells a somewhat more optimistic story than the headline figures suggest. ClearBridge Investments’ Jeff Schultze explains why.
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David Bassanese from BetaShares runs through his thoughts on how the various markets look likely to play out this month.
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Fidelity International’s Tom Stevenson gives us his typically unique take on all of the GameStop / Reddit Army shenanigans that have played out over the past fortnight.
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Are there strategies an investor can take advantage of when certain sector valuations come into question? BetaShares’ Alex Holmes offers three ways of doing so.
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Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
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Leveraging in-depth knowledge of infrastructure as a unique asset class is the best way to fully capture sustainability in an investment process, says ClearBridge Investments’ Shane Hurst.
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Phil Strano, Portfolio Manager of the Yarra Absolute Credit Fund, believes Australian credit offers an array of interesting income opportunities.
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Paul O’Connor, Head of the UK-based Multi-Asset Team at Janus Henderson Investors, fleshes out his thoughts on the state of multi-asset investing in the current climate.
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Given the importance of the US in global capital markets, monetary policy decisions made by the United States Federal Reserve have the potential to cause significant local market moves, writes Fidelity’s Anthony Doyle.
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Beneath all of the complexity and uncertainty that prevailed in markets throughout 2020, the narrative is actually fairly simple, suggests Sam Ruiz, Portfolio Specialist in the Equity Division at T. Rowe Price.
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The slant of the early reporting by the popular media on the crowd-driven squeeze on heavily shorted shares like GameStop is worthy of commentary. Platinum’s Kerr Neilson obliges with his thoughts on the matter.
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The Coronavirus crisis had a significant impact on the level of Australian interest in financial advice and superannuation in 2020 with an 18% increase in online search interest about financial advice and more than 140,000 mentions of superannuation on Twitter.
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The Listed Investment Company (LIC) and Listed Investment Trust (LIT) sector closed out 2020 with a sector market capitalisation of $52.8 billion, a reduction of just 0.6% over the 12 months.
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The nascent market rotation from growth to value signals an emerging trend which may see valuations adjust significantly in 2021, according to investment managers at Maple-Brown Abbott.
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Anton Tagliaferro and Phillip Gray from Investors Mutual follow up their earlier article with some further insights into whether or not fundamentals still matter.
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By factoring future good news into today’s prices, valuations in some segments are becoming stretched thereby reducing upside when events actually transpire, argues Schroders’ Mihkel Kase.
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When it comes to what the likely agenda of the new administration of U.S. President Joe Biden will be in the first 100 days, the most relevant question may be this: Of all the things the administration wants to accomplish, which ones will it actually be able to deliver on?
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AMP Capital’s Dr Shane Oliver breaks down markets across the spectrum and around the globe in his weekly Insights column.
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The world will be a different place when we are no longer required to don masks and understanding how will be key to successful long-term investing, says Bill Adams from MFS.
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