A Frontline View on Inflation and its Persistence
Anecdotal reports from the companies Pengana Capital follows indicate differing impacts from rising prices—and offer a few clues to where inflation is headed.
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.
Read MoreInvestors Mutual’s Anton Tagliaferro takes an in-depth look at interest rates, how they are set to affect markets in 2022, and how IML is preparing their portfolios in response.
Read MoreInvestors Mutual Portfolio Manager Daniel Moore discusses with Head of Retail Wayne McGauley how the prospect of rising interest rates is affecting markets.
Read MoreAFIC Managing Director, Mark Freeman, discusses the LIC’s strong performance for the first half of the 2021/22 financial year and outlines what the outlook is for the future.
Read MoreClimate change is the defining issue of our time and generation. If no action is taken to address climate change, what are the implications of a heating world for the year 2050?
Read MoreThe recent flattening of yield curves is incongruous to the beginning of a hiking cycle. Janus Henderson examines the drivers of these dynamics and their expectations for 2022.
Read MoreSomewhat lost among the all-encompassing threat of climate change, the decline in biodiversity is one such issue that rarely receives the attention that it deserves.
Read MoreThe issue of drug pricing is not straightforward. The common perception of ’evil pharma’ or governments attacking innovation is unhelpful and oversimplifies a complex challenge.
Read MoreJonathan Hubbard and Benoit Anne from MFS give us a comprehensive view of the key themes they believe will influence the macroeconomic and capital markets environment in 2022.
Read MoreWith global share markets having a tough time of it in the first weeks of 2022, AMP’s Shane Oliver highlights some key points for investors to keep in mind during turbulent times.
Read MoreSome investors have begun to question whether thematic ETFs still have a place in portfolios. ETF Securities explains why it believes products like their ROBO are still key strategic holdings.
Read MoreGAM Investments’ Julian Howard outlines why combating inflation could upset markets but secular stagnation still suggests strategically holding long-dated assets.
Read MoreSustainable investing is maturing – and so are the policies, disclosures and debates that surround it. Andrew Howard from Schroders takes a look into what this means for investors.
Read MoreEmerging markets investing has always been risky. And yet, as VanEck Investments explains here, avoiding them means missing potential opportunities and diversification benefits.
Read MoreElfreda Jonker from Alphinity explains why she believes 2022 will be a more challenging year for markets and how her firm plans to navigate these choppy waters.
Read MoreBell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Forager Australian Shares Fund (FOR).
Read MoreArian Neiron from VanEck Investments looks at how active fund managers utilise ‘factors’ as a key part of their investment process to identify companies worthy of investment.
Read MoreAs we transition to a low carbon economy, a considerably large investment universe is starting to emerge. Fidelity identifies 8 key investment opportunities from within it.
Read More2021 was marked by strong performance, but there was increasing dispersion across sectors and regions – in 2022 we expect global growth and profits to moderate and increasing headwinds for equity markets.
Read MoreAMP’s Dr Shane Oliver is back for 2022 with his regular Insights column. He starts the year by looking at perhaps the biggest investment theme of them all right now: inflation.
Read MoreShane Hurst from ClearBridge Investments discusses how infrastructure investors can find defensive assets that also deliver attractive income with the potential for capital growth.
Read MoreAfter enduring a string of extraordinary developments over the past few years, 2022 may be a year of normalisation as economic growth broadens and powerful secular themes remain intact.
Read MoreAccording to Nikolaj Schmidt, Chief International Economist with T. Rowe Price, the investment story of 2022 will be tactical bear, structural bull.
Read MoreAlthough macroeconomic events may have dominated financial markets during the pandemic, earnings and fundamentals still matter. Tim Murray from T. Rowe Price explains why.
Read MoreGlobal transport is changing at breakneck speed, rushing to meet the demands of global warming. ETF Securities looks at the top five stocks powering the future of mobility.
Read MoreWith central banks clearly in play, financial markets are likely to see higher volatility in the year ahead. This should create some great opportunities for patient investors.
Read MoreExpectations for 2022 are difficult to pin down as volatility continues due to uncertainty from COVID as well as high valuations. We take a look at the year ahead for Australian equities.
Read MoreMagellan takes a look at Intercontinental Exchange, a pioneer of digitalised financial markets that owns the New York Stock Exchange among others.
Read MoreSomewhere a ceiling exists. But, as Magellan Investment Specialist Michael Collins argues, trouble is brewing, especially in the eurozone and emerging countries.
Read MoreRising prices, an inflationary environment, along with the transition underway in the energy market, all add up to a market that benefits from careful stock picking.
Read MoreWill economic growth stabilise in 2022? And could we see an easing in regulatory pressures? Andrew Rymer from Schroders gives his thoughts.
Read MoreAfter coronavirus vaccines made biotech the standout performer in 2020, the sector has faced a major reckoning this year, leaving many investors wondering why.
Read MoreImproving trends in key US segments show higher confidence in property stocks as a diversifying source of long-term returns and an effective inflationary hedge.
Read MoreMichael Steele, Co-Portfolio Manager of Yarra’s Australian Smaller Companies Equities Strategy, looks at three themes for Australian small caps moving into 2022.
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