Capturing Long-Term Growth in Underlying Structural Trends
In an inflationary economic environment, investors will be thinking about how to protect their purchasing power as the cost of living rises. Fidelity has a few ideas.
Read MoreIn an inflationary economic environment, investors will be thinking about how to protect their purchasing power as the cost of living rises. Fidelity has a few ideas.
Read MoreThe decision to remove Tesla from the S&P 500 ESG index earlier this year made it clear that a single, data driven ESG rating cannot be everything at once.
Read More4D’s Sarah Shaw and Tasneef Rahman report on their European meetings with management teams from regulated utilities, renewables, communications and transport.
Read MoreMarkets have moved with such velocity in both directions since the COVID outbreak began it has been tough for investors to adjust with so much conflicting information being circulated.
Read MoreIn an uncertain market, diversification across asset classes, countries, sectors and regions is paramount. Fidelity looks at one method of achieving this: investing in Global Shares.
Read MoreAMP’s Shane Oliver looks at the outlook for home prices and details three reasons why he thinks this downturn will likely be deeper and the recovery slower than in past cycles.
Read MoreRapid growth, high barriers to entry, and massive innovation are just three reasons Platinum’s Liam Farlow believes batteries are an exciting area to invest in over the next 5-10 years.
Read MorePerpetual PMs Anthony Aboud and Sean Roger explain how a bottom-up stock picker goes about adding value when the broader market is so dominated by macro themes.
Read MoreWhat really matters in volatile times is having a strategy to capitalise on the short-term ups and downs, while maintaining an exposure to the long-term benefits stock markets can provide.
Read MoreUS “fast-casual” restaurants Wingstop and Shake Shack have delivered very different operating results and returns on investment in their relatively short lives. Platinum looks at why.
Read MoreAlphinity’s five portfolio managers have travelled the globe meeting with over 200 companies face to face over the past 6 months, and share the key highlights of their respective trips.
Read MoreVanEck’s Alice Shen looks at the esports and gaming sector, one of the world’s fastest growing industries with an estimated 3.2 billion users and projected earnings in the hundreds of billions.
Read MoreThe wide adoption of EVs and the green transition will each have a profound effect on both the power semiconductor market and our lives, as Platinum’s Jimmy Su explains.
Read MoreMagellan’s Michael Collins explains how a high US dollar exporting inflation, a shrinking US economy and struggles in emerging countries stand out among the challenges facing markets at the moment.
Read MoreAs heatwaves become more frequent, city centre buildings will need to adapt. For investors in global cities, keeping a close eye on weather data will become vital.
Read MoreTo meet the world’s net zero targets, new technologies will be needed to rapidly reduce emissions – carbon capture, utilisation and storage is one solution gaining significant traction.
Read MoreSchroder Real Return Fund Portfolio Manager Simon Doyle talks about navigating the changing investment landscape and market volatility that has characterised 2022 to date.
Read MoreGAM Investments’ David Goodman considers how ‘digital twins’ can fundamentally change industries via living digital simulation models that change alongside their physical counterparts.
Read MoreThe rising rate environment is problematic for Australian banks – if the negative trend in property prices continues, and if the NZ experience is any guide, bank loan growth should slow.
Read MorePlatinum’s Clay Smolinski discusses how, after an eight-year lull, the energy industry is seeing a large step-up in activity as countries seek to invest in and develop new sources of supply.
Read MoreT. Rowe Price Equity Specialist Sam Ruiz gives his thoughts on the markets at the moment, as investors remain focused on rate impacts and potential recessions around the globe.
Read MoreHow do you tell if what we’ve enjoyed over the past two months is the start of a renewed bull market or just another bear market rally? Tom Stevenson from Fidelity has a few suggestions.
Read MoreWith investors’ increasing focus on ESG risks and opportunities, concerns surrounding the lower ESG performance of smaller companies versus their larger peers have emerged.
Read MoreMax Andrews from the Melbourne-based AgFood Fund walks us through the current state of the aquaculture industry and how his firm is positioning itself in this sector moving forward.
Read MoreInvestment markets are driven by more than just fundamentals. AMP’s Shane Oliver looks at how investor psychology plays a huge role and helps explain why asset prices go through periodic booms and busts.
Read MoreAs the world finally wakes up to the increasing threat to biodiversity and natural capital, Fidelity believes investors have a crucial role to play – and a huge opportunity to seize.
Read MoreGold and gold stocks are oversold, though small inflows into the gold bullion backed ETFs in the last days of July and early August may be signalling an end to persistent outflows.
Read MoreGAM Investments’ Mark Hawtin considers the future of food and explains why it looks set to be one of the most exciting prospects for the next ten to fifteen years.
Read MoreWhile JH’s Matt Peron believes the economy is likely to slow in the face of higher rates, investors’ can prudently stay invested due to solid corporate performance and lower valuations.
Read MoreAndrew Schwartz (Group Managing Director and Co-Founder) and Mark Power (Acting Head of Income Credit Funds and Head of Build-to-Rent Debt Fund) provide an update on the fund.
Read MoreWhile most major indexes are now in or near bear market territory, TRP’s Tim Murray explains why he thinks current stock prices may not have fully baked in a recessionary scenario.
Read MoreJust as equity and bond investors were first to pull the plug, it will likely be those markets that regain their mojo first. Fidelity’s Tom Stevenson explains why there’s always another bandwagon.
Read MoreFidelity has produced a series reviewing the ‘super’ sectors of the Australian ASX300 excluding the ASX50 stocks. In part one, James Abela and Monique Rooney look at ‘Innovators’.
Read MoreMax Andrews from the AgFood Fund looks at the current financial struggles of various plant-based protein companies around the world and how his fund is positioned in the sector.
Read MoreAMP’s Shane Oliver looks at how cyclical fluctuations – a key aspect of investment markets – are mostly driven by economic developments and magnified by swings in investor sentiment.
Read MoreIn the run-up to the COP27 climate conference in Egypt this November, Schroders have kindly put together a glossary of key sustainability terms for investors. It will be updated over time.
Read MoreIt’s easy to see why leaders are attracted to the self-sufficiency nuclear energy offers at a cheaper rate than all but the lowest-cost fossil fuels. But the eternal risk of catastrophe weighs heavily against it.
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