Why Buying the Global Shares Dip May Make Sense
With 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.
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.
Read MoreSuccessful investing can be really hard in times like the present when share markets are down sharply & very volatile. AMP’s Shane Oliver has some more handy charts to help you in this regard.
Read MoreRob Almeida from MFS explains how stocks and bonds might become more correlated and investment styles such as growth and value more closely synched than in the past.
Read MoreThe investing life looks set to become a little more difficult. Schroders’ Martin Conlon feels that it might be time for investors to take a lead from Steve Jobs and ‘Think Different’.
Read MoreTwo years into the semiconductor shortages, GAM Investments’ Pieran Maru examines the causes, the industries most impacted and the possible path to normalisation of supply.
Read MoreShares of investment manager Pendal Group jumped more than 8% in Tuesday’s selloff on the ASX after it surprised on the upside with a solid interim profit of $96.7 million.
Read MoreVanEck’s Alice Shen suggests that Chinese equities are oversold and investors may do well to consider investing in fundamentally sound companies as part of their asset allocation.
Read MoreRussia may be un-investable for years to come and many companies around the world will not do business with Putin’s regime again. For some, however, the devil is in the detail.
Read MoreRandal Jenneke, head of Australian equities and portfolio manager for the T. Rowe Price Australian Equity Fund, recaps the March quarter and looks ahead to the rest of 2022.
Read MoreInvestors are witnessing a decoupling of the relationship between gold’s fair value and US real yields, as concerns over the Ukraine and inflation promote its safe haven status.
Read MoreAs Platinum’s Liam Farlow and Jodie Bannan write, while governments and corporations are leading the way on the ESG front, consumers and investors have a role to play too.
Read MoreFidelity’s Tom Stevenson explains why he believes the FAANGs are driven by very different commercial influences and investors may not be served well by lumping them together.
Read MoreJanus Henderson’s Jay Sivapalan and Dinesh Kuhadas look at the airport sector’s experience through the pandemic and how engagement helps identify opportunities in turbulent markets.
Read MoreAusbil’s John Grace, Co-Head of Equities and PM of the Australian Emerging Leaders Fund, discusses performance of the fund, favoured sectors, individual stocks and outlook.
Read MoreDespite a rough ride over the past five years and especially in 2021, GAM Investments’ Tim Love outlines five reasons why he believes emerging market equities have a brighter future.
Read MoreAfter a March that saw some metal prices touch new highs, Perpetual’s Clarke Wilkins looks at the major commodities and the sectors and stocks that have caught his eye.
Read MoreWith a view that interest rates will continue to rise in developed markets, bonds face headwinds. Where in the world do bond investors go? The developed world is not enough.
Read MoreAs Magellan Investment Specialist Michael Collins explains, a market failure means pharmaceutical companies are failing to address the threat of increasingly drug-resistant “Superbugs”.
Read MorePaul Xiradis, Executive Chair and Chief Investment Officer of Ausbil Investment Management, discusses portfolio positioning in the current climate and the outlook for Australian equities.
Read MoreMagellan explains how the Swiss giant with a history stretching to 1866 has, under CEO Mark Schneider, used innovation that enhances everyday brands to strengthen its moat.
Read MoreJanus Henderson’s Jay Sivapalan and Dinesh Kuhadas discuss how realistic the market’s cash rate expectations are given the potential for harm to the economy and financial stability.
Read MoreMFS explains how commodities can be an important diversifier during periods of higher inflation and why the asset class could be an integral component of multi-asset portfolios.
Read MoreAlphinity IM Portfolio Manager Trent Masters shares his thoughts from the month and the key takeaways from the Morgan Stanley Technology, Media & Telecom conference.
Read MoreWith a federal election looming and a fair chance of a change in government, AMP’s Shane Oliver this week looks at the potential implications for investors as we head to the polls on May 21.
Read MoreThe great unwind in monetary stimulus has led to ongoing equity market weakness. Andrew Fleming explains why Schroders has cut its exposure to Australian resource stocks.
Read MoreBuying ‘quality’ companies seems an intuitively straightforward path to investment success. However, as VanEck’s Cameron McCormack writes, this is often easier said than done.
Read MoreFidelity’s Tom Stevenson looks at one of the crystal balls investors use to identify turning points in the economy: the bond market, specifically, long and short-dated bond yields.
Read MorePortfolio Manager Scott Berg runs through some key points regarding how T. Rowe Price’s Global Growth Equity strategy steers through complex dynamics within that universe.
Read MoreT. Rowe Price Equity Specialist Sam Ruiz gives his thoughts on the 3 key themes having an impact on markets at the moment: Inflation, the US Federal Reserve and Covid.
Read MoreIn August last year, Quay Global highlighted that real estate (listed and direct) tends to outperform equities during periods of high inflation. This article serves as a follow-up piece.
Read MoreAs markets around the world continue to be buffeted by multiple factors, Airlie’s Matt Williams argues that this volatility may itself be the dominant narrative for equities over 2022.
Read MoreFed Chair Jay Powell is looking for some sort of ‘immaculate disinflation’. His problem? Monetary policy is ill-suited to fight inflation arising from supply constraints.
Read MoreThe sharp rebound in raw materials prices sparked inflationary pressures and the Ukraine/Russia conflict has provided a solid floor for global resources and commodities to rally.
Read MoreWhat impact will higher interest rates have on the Australian property market? How far will prices fall? AMP’s Shane Oliver looks at these and other issues in this week’s Insights column.
Read MoreAs the EU considers further sanctions on Russia, Schroders looks at the importance of Russian energy supplies and asks fund manager Malcolm Melville about the implications.
Read MoreAs Fidelity’s Kate Howitt reports, endeavouring to counter the effects of the Covid era is a difficult balancing act, one made even more so by the current conflict in Ukraine.
Read MoreBen Lofthouse, Head of Global Equity Income at Janus Henderson, provides a summary of some of the key market drivers from the first quarter and key themes to watch going forward.
Read MorePlatinum’s Cameron Robertson is finding plenty of “not-so-familiar” investment opportunities in Asia at the moment, with Chinese online grocery retailer Dingdong a great example.
Read MoreSuccessful investing can be very difficult in times like the present with immense uncertainty. AMP’s Dr Shane Oliver gives us five charts aimed at navigating troubled waters.
Read MoreJanus Henderson’s Matt Peron explains that energy aren’t the sole cause of weakness in consumer discretionary stocks and that US households, thus far, are withstanding elevated inflation.
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