Cybersecurity and Computer Chip Shortages
With 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 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 MoreHaving been challenged by surging stock markets, higher rates and even crypto over the past couple of years, Kanish Chugh from ETF Securities suggests things could be looking up for gold.
Read MoreMagellan’s Ryan Joyce talks about the current valuation of the tech sector and why 2020 and 2021 created the ‘perfect storm’, with a deeper look into Meta and some news from Alibaba.
Read MoreDespite the AREIT sector having fallen by 10.27% so far this year, Erik Borean from APN believes REM’s Michael Stipe was wrong in thinking it’s the end of the world as we know it.
Read MoreJanus Henderson’s Denny Fish believes that recent tech sector volatility is a response to higher interest rates rather than a judgment on these companies’ ability to reshape the global economy.
Read MoreFidelity International’s investment experts have recently completed their annual analyst survey for another year. Here is a sector-by-sector breakdown of what those in the know feel are the key points to watch.
Read MoreSchroders Portfolio Manager Mik Kase shares his views on recent volatility, impacts to income-producing assets and how he’s positioning the Absolute Return Income Fund in this market.
Read MoreMagellan’s John Wylie reviews Novartis, looks at US political risks to the healthcare sector, and addresses how cancer research innovation may translate to investment profits.
Read MoreAs Dimitry Dayen from ClearBridge reports, even the most ambitious emission-reduction scenarios maintain a share of fossil fuels usage, suggesting carbon capture solutions are needed.
Read MoreAs the world, and global markets, turn their focus toward the Ukrainian crisis, AMP’s Shane Oliver looks at the situation from a number of different angles and its potential ramifications for investors.
Read MoreAs concerns around global supply chains mount, GAM Investments’ Kevin Kruczynski argues that additive manufacturing (3D printing) could provide a more reliable, sustainable and efficient solution.
Read MoreMagellan’s Al Pullen analyses the winners and losers within the financial sector, looks at why ICE remains an attractive investment and whether inflation will impact the current cryptocurrency trend.
Read MoreThe difficulty for investors when looking for an active fund is determining if a fund is managed by a deep bench of stars that are skilful, not lucky. VanEck’s Arian Neiron explains why.
Read MoreGlobal equities have started 2022 with a very different backdrop compared to the previous few years, as the magnitude and speed of interest rate hikes is digested by markets.
Read MoreIn the latest episode of his ‘Tech Talk’ series, Alphinity’s Trent Masters discusses some key takeaways from the month, and shares his thoughts on Microsoft’s $70bn spend on games.
Read MoreMagellan Portfolio Manager Elisa Di Marco takes a closer look at the proliferation of ‘new age currencies’ and assesses how both Visa and Mastercard are positioning for this strong competition.
Read MoreHamish Chamberlayne from Janus Henderson discusses why he considers Adobe a good example of a company that has a positive impact on both society and the environment.
Read MoreThis week’s Insights column sees AMP’s Chief Economist Dr Shane Oliver discuss inflation, interest rates, Russia & Ukraine, the risk of a share crash, house prices and other issues.
Read More2022 is set to be another challenging year, with governments and central banks facing tough decisions. Sarah Shaw and Greg Goodsell from 4D Infrastructure look at what this might mean for markets.
Read MoreThreatened with higher discount rates as inflation rises, investors are wondering if they should reposition their portfolios this year. ETF Securities looks at semiconductors in this context.
Read MoreRemote work is ensconced. A ‘Great Resignation’ is underway in the US. As Magellan Investment Specialist Michael Collins explains in this article, neither might last.
Read MoreShare investors have been experiencing a market selloff and clean energy is one sector that has been impacted more than others. VanEck’s Russel Chesler looks at why this might be.
Read MoreAccording to CoreLogic, Australian house prices increased +22.1% in 2021, led by Australia’s largest city of Sydney (+25.3%). Quay Global Investors take a closer look.
Read MoreHarnessing the power of data is critical for companies to maintain a competitive edge in a technological age. GAM Investments’ David Goodman looks at some companies doing so.
Read MoreGiven the rough start to the year in share markets, AMP’s Shane Oliver uses this week’s Insights column to take a look at past bear markets in Australian and US shares.
Read MoreTesla’s vehicle deliveries soared in 2021 but legacy automakers are running a marathon, not a sprint. Schroders European Equities Analyst Rodrigo Kohn examines the difference.
Read MoreCross-asset correlations are changing, but how significant is this for investors? Janus Henderson’s Aneet Chachra considers how investors can potentially adapt their portfolios.
Read MorePlatinum International Health Care Fund Portfolio manager Dr Bianca Ogden recently chatted with investment specialist Dean McLelland over a Zoom call to provide a timely update.
Read MoreThe buzz around the “metaverse” has gone into overdrive as the (virtual) reality draws closer and internet giants make big bets on its success. But is it all it’s cracked up to be?
Read MoreDespite a bit of a stumble so far this year, the big-tech stocks known as the FAANGs continue to dominate the broader US indices. ETF Securities breaks down the reasons why.
Read MoreAnecdotal reports from the companies Pengana Capital follows indicate differing impacts from rising prices—and offer a few clues to where inflation is headed.
Read MoreThere is an apparent paradox of investing in shares; price is everything yet it is also nothing. Kerr Neilsen from Platinum Asset Management unpicks this inherent investment conundrum.
Read MoreDespite the well-documented challenges, 2021 has been a successful year for AREITs. Pengana Capital looks into whether or not this trend will carry over into the new year.
Read MoreIn this week’s Insights column, AMP’s Dr Shane Oliver runs through the current state of play at the Reserve Bank and the implications of policy moves for local markets.
Read MoreFrom Gucci bags to aeroplanes, the Metaverse has sparked a wave of innovation. GAM Investments’ Mark Hawtin looks at the opportunities within a market predicted to be worth USD 1 trillion.
Read More2021 can be characterised as a strong year overall but with plenty of fallen angels. GAM Investments’ Mark Hawtin takes a look back at the year’s major themes.
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