Scarcity Becomes Common
Magellan’s Michael Collins looks at the current mess involving goods scarcity and explains why he believes the impediments to supply are likely to last and disrupt growth and provoke inflation.
Read MoreMagellan’s Michael Collins looks at the current mess involving goods scarcity and explains why he believes the impediments to supply are likely to last and disrupt growth and provoke inflation.
Read MoreDemand destruction is already here with food and energy prices skyrocketing and consumers feeling the pinch. Plus, central banks have only just started to raise the cost of debt.
Read MoreIn times of rising market volatility, VanEck’s Arian Neiron explains how passive index-related funds might be an option for those who want to take some of the uncertainty out of investing.
Read MoreThe overwhelming confluence of factors currently at play has caused some pain and apprehension in the market, but they can also be a cause for optimism, says Schroders’ Kellie Wood.
Read MoreAs this article from Quay Global Investors explains, there has been no sector in global real estate that has enjoyed more demand tailwinds over the past 10 years than industrial.
Read MoreThe days of immense liquidity and the distortions it promoted have been killed by the emergence of inflationary forces which will prove more durable than many project.
Read MoreFund managers that are able to demonstrate expertise and idiosyncratic outperformance have shone in 2022, while many others have been slow to adapt to a new regime.
Read MoreCatchy phrases and fund-manager labels are more about marketing than wealth creation.
Read MoreAs Annabelle Miller from PM Capital explains, while they have fallen to a certain degree, tech valuations are yet to fully reflect the deteriorating earnings growth in the sector.
Read MoreGAM Investments’ Julian Howard argues that in order to be successful, investors must transcend the sense of fragility exacerbated by volatile periods and stick to their plans.
Read MoreAMP Chief Economist Shane Oliver believes greater sensitivity to higher interest rates will cap how much the RBA hikes to well below market expectations for a cash rate of 4% or more.
Read MoreJapan is home to many well-run, globally dominant businesses, a fact often obscured behind headlines that call attention to a stagnant economy and scandals at large corporations.
Read MoreFor the first time since the market plunge in March 2020 more company bosses and other senior executives were buying shares in their own companies in May than were selling them.
Read MoreInvesting in global equity markets has felt like playing a game of dodgeball over the last few two years as around every corner investors have been faced with a new surprise to navigate.
Read MoreSarah Shaw and Greg Goodsell describe what 4D’s country review process involves, why it is so important, how it fits in with their stock valuations and its impact on portfolio construction.
Read MoreMay saw Australian housing prices fall for the first time since the pandemic. AMP’s Shane Oliver uses this week’s Insights column to look at where things in this key market are headed from here.
Read MoreAs Magellan’s Michael Collins writes, any inflationary crunch in the Eurozone would centre on Italy, have no obvious solution and remind that the euro’s frailties are unaddressed.
Read MoreAs Covid-19 moves from pandemic to endemic, GAM’s Dr Jenna Denyes looks at how to identify whether we have reached the end of the pandemic and what we can expect from here.
Read MoreDion Hershan, Yarra CM’s Head of Australian Equities, provides his reflections on a recent trip to Western Australia and details three key challenges facing Australia’s resources sector.
Read MoreFidelity Portfolio Manager James Abela breaks down what has been a tricky past six months and highlights some points for investors to keep an eye on moving forward.
Read MoreContrary to some reports about the current global economy, we are not on the cusp of a return to the 1970s inflation inferno. T. Rowe Price’s Nikolaj Schmidt explains why.
Read MoreAFIC’s David Grace comments on the recent change to RBA monetary policy and the positioning of AFIC’s portfolio of high-quality company investments in this environment.
Read MoreJanus Henderson looks at how the rate of global deforestation is unprecedented, and the consequent impacts pose a multitude of threats that investors will need to evaluate.
Read More2022 has not been the best year for equity investors thus far, with rising rates leading to company valuation re-rating, compounded by the uncertainty of debt serviceability.
Read MoreWhen the market’s going well many people forget about income. This all changes in volatile times, particularly if your investments are your main source of money coming in.
Read MoreJames Tierney and Michael Walker from AB discuss how the recent divergence of the FAANGs reminds us why fundamentals should always trump fads for long-term equity investors.
Read MoreIn response to investor interest in how best to access gold and gold miners, Cameron McCormack explains why VanEck believes an unhedged exposure is the best way to do so.
Read MoreAnother year, another burst of extreme crypto volatility. But, as Fidelity explains, the blockchain technology behind bitcoin and other digital assets continues to grow in importance.
Read MorePerpetual’s Anthony Aboud explains why he believes the lifecycles of companies can create significant opportunities …especially if the right demerger occurs at the right time.
Read MoreThe renewal of the Cold War; an energy crisis; a re-run of the 2000-2003 technology sell-off – we’re running over familiar ground. History may not repeat itself, but it’s rhyming.
Read MoreIn a special Insights column, AMP’s Dr Shane Oliver takes a look at the outcome of the Australian Federal election and how it might affect the various markets.
Read MoreIt is, to put it mildly, a tough old market at the moment, buffeted from every angle and right across the spectrum. AMP Chief Economist Shane Oliver takes a look at things from both sides: the good and the bad.
Read MoreJoe Foster from VanEck takes us on an in-depth look at the gold market in light of the myriad current economic and geopolitical factors at play.
Read MoreAs the fourth digital wave takes hold and data creation increases exponentially, GAM Investments’ Mark Hawtin examines the integral role storage will play in enabling Digital 4.0.
Read MoreTal Lomnitzer from JH discusses the strong demand for resources fuelled by evolving global energy needs as well as the diversification merits of a long-term allocation to the asset class.
Read MoreMining is one of the most complex components of bitcoin, but it is arguably the most important. ETF Securities provides a thorough rundown of what’s involved in the process.
Read MoreFixed income has cheapened dramatically, however with uncertainty elevated Schroders’ Stuart Dear expects additional risk premia to be built in before bonds become really appealing.
Read MoreAs the market experiences considerable volatility but ultimately ‘treads water’ and consolidates, the topic on everyone’s mind is: what does the rest of 2022 have in store for investors?
Read MoreWith global equity markets having pulled back substantially in recent months, Fidelity’s Tom Stevenson offers up six reasons why buying the dip may make sense for investors.
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