Funds
Just how bad is this recession?
Following the release of the National Accounts, Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest Team, puts the recession in context and discusses the road ahead.
Read MoreWhen markets diverge from fundamentals, look for quality income
While the disconnect between markets and the real economy has widened further, there is no guarantee that it will narrow, especially with central banks acting as the buyer of last resort. Yet the risk of an extended run of corporate insolvencies remains. In this environment, high-quality income generation is the key, together with the flexibility to move quickly as new opportunities and threats emerge.
Read MoreThe Key Catalysts Driving Renewable Play Genex Power
First Sentier Investors Senior Portfolio Manager Tim Canham discuss their substantial shareholding in renewable energy company Genex Power.
Read MoreQuality never goes out of style
Factors are identifiable, persistent drivers of risk and return. According to index provider MSCI, there are six main equity style factors: quality, size, value, momentum, dividend yield and volatility. Quality, in particular, has been receiving a lot of attention recently.
Read MoreSchroders Australia: Q2 2020 Reporting Season Wrap
Q2 2020 reporting season for Australian equities has come and gone. What does that mean for investors? Who were the winners and losers? Martin Conlon, Head of Australian Equities at Schroders, gives some insights.
Read MoreAussie Tech showing resilience: an update following the Q2 rebalance
On 4 March 2020, we launched the BetaShares S&P/ASX Australian Technology ETF (ASX: ATEC), the first ETF focused on providing access to Australia’s fast-growing technology sector. ATEC offers exposure to a diversified portfolio of dynamic ASX-listed tech players such as Xero, Afterpay, Seek, WiseTech Global and carsales.com.
Read MoreRobotics and A.I. leaders spearheading the battle with COVID-19
Alex Cook’s 13 May 2020 blog highlighted the role of robotics and artificial intelligence (A.I.) technologies in fighting the spread of COVID-19.
Read MoreAsian Tech: Tiger Amongst The Bears
As we enter the second half of 2020, it’s clear that the steady sharemarket rise of the last 10 years has ended, and we are in a new time of volatility and uncertainty. Following the historic market sell-off in Q1 and subsequent recovery in Q2, markets have largely laid flat and trended sideways for the past few weeks.
Read MoreWhy The Dynamic Nature Of The ASX Provides Investment Opportunities
As Australian companies have grown, so has their footprint on the global stage. This means many of the country’s best businesses are effectively global leaders in their own right and have significant operations in many countries around the world. Randall Jenneke from T. Rowe Price shares his insights with ShareCafe.
Read MoreUnderstanding Pre-IPO Investing – How To Generate Returns And Avoid The Pitfalls
Pre-IPO investing has the potential to generate significant returns in a relatively short space of time, however there are many issues to consider that may not be obvious to the regular investor.
Read MoreESG Investing – Latest Fad Or Here To Stay?
How true to label are ESG investment products and what ‘shade of green’ are they? Russell Investments provides ShareCafe readers with a broad overview of what ESG investing is all about, how it has evolved and offer some guidance on how to navigate the current market.
Read MoreSpeculative Market In Growth Stocks Gives Cause For Concern
Markets have rebounded strongly from their March lows, despite entering one of the deepest economic downturns in history. But that’s not the whole story. There are two very different markets – a speculative market in ‘growth’ stocks and ‘the rest’. With 30+ years’ investment experience, CEO and CIO, Andrew Clifford explains why he believes there is a need for caution.
Read MoreIs An Index Relevant Anymore?
Don’t buy the index, buy value for long term investing, and capital preservation. There are cheap stocks in an expensive index. The index at the moment is an irrelevant benchmark in finding value.
Read MoreMagellan Discuss The Restructure Of Their Retail Funds
Magellan’s CEO, Dr Brett Cairns, and Chairman and CIO, Hamish Douglass, provide further clarity on the recently announced proposal to restructure Magellan’s Global Equities Funds, as released to the ASX on Monday, 3rd August 2020.
Read MorePinnacle On Track For Material Success
Despite heightened volatility, Pinnacle Investment Management appears well on the way to derive material success from its new ventures.
Read MorePerpetual Bets Big On “Transformational” US Expansion
Perpetual has confirmed that it is moving to buy a US fund manager in a $465 million deal, and is raising new capital from local shareholders to do so.
Read MoreDiversity Bodes Well For Pinnacle
Despite the likelihood of a subdued second half, Pinnacle Investment Management is considered well-placed to take advantage of investors seeking more attractive options offshore.
Read MoreAirlie (ASX:AASF) Portfolio Update
An update from Airlie Funds Management’s Matt Williams about his firm’s Australian Share Fund, which is available to investors in both listed (ASX: AASF) and unlisted form.
Read MoreSlumping Economy, Surging Stock Market – What’s Going On?
While tens of millions of Americans were losing their jobs, the US stock market in April produced its best monthly return in over 30 years. Sean Markowicz, Strategist at Schroders looks at what’s behind this apparent disconnect.
Read MoreA Look At Dividends In The Current Market Environment
As the outlook for earnings has significantly deteriorated and companies conservatively manage balance sheets, the outlook for dividends has been materially impacted. Since the middle of February, over 30% of companies in the ASX200 have deferred, cancelled, suspended, or revised dividends.
Read MoreUnpacking The Impacts Of COVID-19
An understanding of the government’s political motivations and willingness to keep the economy on life support may highlight investment opportunities.
Read MoreL1 Capital (ASX: LSF) Updates The Market
In this video, L1 Capital’s Joint MD and Co-CIO Mark Landau provides an update of the Fund’s positioning and progress.
Read More11 Stock Market Crises Over 148 Years: What Does The Data Tell Us?
Should you stick, sell or buy after a crash? Duncan Lamont, Schroders’ Head of Research and Analytics, looks to 148 years of stock market history for potential answers.
Read MoreA Deep Recession Can’t Be Ruled Out
As the world battles with the COVID-19 pandemic, Magellan’s Hamish Douglass believes the economic and investment implications depend upon three fundamental issues.
Read MoreIts Always Been Time To Redeem IPO Wealth
I have ‘banged the drum’ before in regards to my opinion on IPO Wealth but in this current climate there are real risks to the value of their unlisted portfolio of assets.
Read MoreSome Positives Emerging For Janus Henderson
Large outflows are still expected in the current quarter for Janus Henderson but most brokers are confident of an improvement in 2020.
Read MoreWhat Every Investor Should Know About Hybrids
The Schroder Absolute Return Income (Managed Fund) (Chi-X code: PAYS), available on Chi-X, is an actively managed fixed income exchange traded fund (ETF) that aims to help investors strengthen the defensive allocation within their portfolios by boosting income, while seeking to protect capital
Read MoreAirlie Updates The Market On Their Current Stock Holdings
Airlie Portfolio Manager, Emma Fisher, discusses where the team sees value in 2020 and puts a spotlight on stocks including Mineral Resources, Suncorp and CSL. Emma also outlines where the fund is positioned in relation to the retail sector and in particular their holdings in Premier Investments and Nick Scali. With Westpac under pressure following the Austrac scandal, Emma discusses their view on Westpac and the bank industry as a whole.
Read MoreGlobal Equities: Markets And Opportunities
The rationale for investing globally is irrefutable, however, navigating and investing in an unpredictable world is easier said than done. In this video short video Scott Berg, portfolio manager for the T. Rowe Price Global Growth Equity Strategy looks at the industries that excite him over the next 10 years and explains why you should not apply a singular label to all emerging markets.
Read MorePlatinum Asset Management Discuss Global Valuation Anomalies
Clay Smonlinski, Co-Portfolio Manager of the Platinum International Fund discusses the divergence of equity market valuations across global markets at present.
Read MoreMagellan Launches ASX Listed High Conviction Listed Investment Trust
Magellan Financial Group announced this week that it will launch a listed investment trust for its successful ‘high conviction’ strategy. Chris Wheldon, Portfolio Manager of the High Conviction Fund and an Assistant Portfolio Manager on the Global Equities Strategies sat down to tell us more.
Read MoreMagellan Bucks Shift To Passive Investment
Argo Investments 2018-19 results were similar to many of its rivals in the Listed Investment Company (LIC) space, or those more traditional with big holdings in old-line stocks like the big miners such as BHP and Rio Tinto and the spin-off of Coles from Wesfarmers late in 2018.
Read MoreHow Do You Invest In A Low Growth Environment?
A low growth environment can present many challenges for investors. Nick Beecroft from T. Rowe Price provides a few pointers on how to negotiate these types of market conditions.
Read MoreLaunch Of Magellan High Conviction Trust
The High Conviction Trust will invest in a concentrated portfolio of high-quality global companies, weighted towards Magellan’s best ideas.
Read MoreBearish Fund Managers Belie Lofty Equity Levels
So if investors are the most pessimistic since the GFC more than a decade ago according to the latest BAML survey of global fund managers, why are some key stockmarkets close to all-time highs?
Read MoreMicrocap Fund Manager Review April 2019
The majority of microcap funds continued their good start to 2019. Independent Investment Research analyst Mark Tobin takes a look at the monthly performance of Australian Microcap Funds.
Read MoreInvesting With Impact And A Targeted 8.25%*pa Distribution Rate
The Specialist Residential Property Impact Fund provides institutional, wholesale and retail investors the opportunity to participate in an emerging market of disability housing, and to help deliver vitally important social outcomes for people with disabilities and their families and carers.
Read MoreHamish Douglass – Where Are We In The Equity Cycle?
Magellan Asset Management’s Hamish Douglass shares his thoughts with Informed Investor about where we are currently placed in the economic cycle.
Read MoreHamish Douglass Discusses The Road Forward For Facebook
It has been a turbulent time for Facebook over the past year, to say the very least. But where to now for the ubiquitous social media giant? Magellan Asset Management’s Hamish Douglass gives Informed Investor his thoughts on the subject.
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