Four Reasons to Be Positive on China
It’s not hard to see why investors have shied away from China recently. Fidelity’s Tom Stevenson looks at why now might be the right time to take another look in that direction.
Read MoreIt’s not hard to see why investors have shied away from China recently. Fidelity’s Tom Stevenson looks at why now might be the right time to take another look in that direction.
Read MoreEven as science changes things, it’s still ultimately about figuring out which companies have the commercial application and ability to monetize the science and which don’t.
Read MoreGAM Investments’ Julian Howard outlines his latest multi asset views, exploring how the onslaught of pandemic, war and inflation leaves central banks with few good options.
Read MoreIn 1965, when the term was coined, the UK was heading toward a period of stagflation. VanEck’s Arian Neiron explains why there are fears we are now heading in the same direction.
Read MorePlatinum recently held its 2022 investor presentation: “Beware the crowd – why having a differentiated approach is critical to investing”, for which a video has now been released.
Read MoreRationalisation afoot in the local funds management industry with Sydney-based Perpetual revealing an offer to pay $2.4 billion for Pendal, the old investment arm of Westpac.
Read MoreAs Magellan Investment Specialist Michael Collins argues, a loss of autonomy to fight inflation is just one of the dangers of the central banks’ current course of action.
Read MoreDNR Capital Chief Investment Officer and High Conviction Fund Manager Jamie Nicol provides his insights into the effects of the Russian invasion of Ukraine on the current market.
Read MoreLucas Goode & Simon Conn from Investors Mutual unpick telco TPG, which they believe has a number of drivers working in its favour that will likely improve earnings going forward.
Read MoreGlobal clean energy stocks have risen sharply in the past few weeks with Russia’s war against Ukraine transforming into a global energy war. VanEck’s Alice Shen takes a closer look.
Read MoreIn thinking through the latest AREIT reporting season, APN’s Pete Morrissey sees six big learnings for investors looking for attractive, sustainable income streams in the years ahead.
Read MoreFour identifiable stages make up the economic cycle: expansion, slowdown, contraction and recovery. Cameron McCormack from VanEck looks at each in an investment context.
Read MoreDNR Capital Australian Emerging Companies Fund Manager Sam Twidale shares his thoughts on the current market and the importance of staying disciplined on valuation.
Read MoreKardinia Capital looks at why Jerome Powell’s re-election as Federal Reserve chair late last year was a relief to investors, but a few short months later his credibility is now on the line.
Read MoreSchroders’ Martin Conlon explains which companies and sectors were the ‘winners’ and ‘losers’ of reporting season and what changes we’re seeing when it comes to ESG.
Read MoreIn the latest episode of his ‘Tech Talk’ series, Alphinity’s Trent Masters discusses some key takeaways from the month, and looks at the key trends post reporting season.
Read MoreWhen it comes to ESG Funds, there are many shades of green. Kathleen Beaumont from Russell Investments explains how her firm goes about choosing truly sustainable products.
Read MoreJanus Henderson considers the implications of the ‘gradually then suddenly’ phenomenon, as markets respond to a sudden change in expectations for bond and commodity markets.
Read MoreScott Kelly, Portfolio Manager for the DNR Capital Australian Equities Income Portfolio and Fund, provides a current market update for income equities in light of recent events.
Read MoreIn this week’s Insights column, AMP’s Shane Oliver looks at what the US Federal Reserve’s decision to start raising interest rates means for Australia and Australian investors.
Read MoreYouth, as the old adage goes, is wasted on the young. Fidelity’s Tom Stevenson has some sage advice from his time in the markets for investors starting out on their journey.
Read MoreThe first era of quantitative tightening fizzled. Magellan Investment Specialist Michael Collins wonders if asset-selling – aka money destroying – can help fight inflation this time?
Read MoreThe disruption bubble is unravelling and market leadership is changing. Platinum’s Clay Smolinski looks at where the next big investment opportunities may lie.
Read MoreSam Ruiz from T. Rowe Price gives his thoughts on the 3 key themes having an impact on markets at the moment: Inflation, Interest Rates and Russia’s invasion of Ukraine.
Read MoreAs Russia’s war in Ukraine continues, ETF Securities looks as what might happen in commodities markets such as palladium and platinum, where Russia is a crucial player.
Read MoreJust as we seemed to be passing peak inflation, Russia’s recent attack on Ukraine has resulted in another spike in commodity prices. Quay Global looks at this from a real estate perspective.
Read MoreGAM Investments’ Julian Howard examines the historical relationship between war and markets and the potential implications of Russia’s invasion of Ukraine for the global economy.
Read MoreMontaka believes the long-term winners in the AI sector are already known with a high degree of certainty but that the stock prices of these businesses are failing to adequately reflect this.
Read MoreIn his Insights Column this week, AMP’s Dr Shane Oliver looks at what the 30%+ surge in global oil prices following the start of the war in Ukraine might mean for local and global markets.
Read MoreGlobal dividends made a strong recovery in 2021, more than making up for the cuts in 2020. Janus Henderson’s Jane Shoemake discusses the rebound and why JH has upgraded its 2022 forecast.
Read MoreAs fighting in Ukraine intensifies, Sebastian Mullins explains why Schroders are defensively positioned and focused on the response from central banks to rising commodity prices and inflation.
Read MoreLower rates, RBA support and benign inflation are all reversing course, resulting in increasingly volatile markets. Airlie FM’s Matt Williams explores what this means for Australian equities.
Read MoreThe events of the past week have handed us a long list of lessons about how we should and should not manage our portfolios at times of crisis. Here are a few of the more important ones.
Read MorePandemic extremes continue but, as T. Rowe Price Portfolio Specialist Sam Ruiz explains in this article, growth investors should look through the short-term cycle when seeking opportunities.
Read MoreRecent prominent media articles have criticized sustainable portfolios for being ineffective as agents of change. Dan Roarty from AllianceBerstein thinks the critics have missed the point.
Read MoreGold mining stocks, along with the gold price, have been rising recently as inflation and political instability weigh investors’ considerations. VanEck looks at whether or not this can continue.
Read MoreGAM Investments’ Swetha Ramachandran looks at how the more digital, more sustainable generation to come – Generation “Alpha” – could influence consumption in the luxury sector.
Read MoreAs investors fear the good times are over for the FANGMANT, those willing to take a risk may consider buying the dip. ETF Securities explains why.
Read MoreIn his Insights column this week, AMP’s Shane Oliver looks at the war in Ukraine, five big picture implications of relevance to investors and why Australian shares are holding up a bit better than global shares.
Read MoreWith cybersecurity and computer chip shortages still global concerns, Magellan’s Adrian Lu looks at the future of Enterprise Software companies and how they are addressing these key issues.
Read More