Schroders on Value – Part Six
Part Six of Six in a video series with Schroders Australia Fund Manager Simon Adler, in which he tells us how Schroders’ Global Recovery Fund has outperformance of the MSCI World index.
Read MorePart Six of Six in a video series with Schroders Australia Fund Manager Simon Adler, in which he tells us how Schroders’ Global Recovery Fund has outperformance of the MSCI World index.
Read MoreAs an investment manager, Magellan’s approach is to deliberately narrow our investment universe. Sometimes this means we can miss out on returns as the bandwagon trumpets the latest must-have stock. But we’re fine with that.
Read MoreSemiconductors are like the brains of the computer world, allowing all our modern devices to function. But semiconductor companies can be a bit obscure, highly specialised and unknown to the general public.
Read MoreTechnology is advancing at a rapid pace, exerting downward pressure on prices. But will this be enough to offset the impact of a new, higher-inflation regime? History suggests not necessarily.
Read MoreAnalysis of Australia’s housing sector from Yarra Capital’s Tim Toohey suggests excess supply is coming on the back of historic government stimulus measures and an absence of net migration.
Read MoreIn his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreAs AMP’s Shane Oliver explains, Chinese economic growth is likely to be soft this half but policy easing and maybe a pause in some regulatory moves should allow a rebound next year.
Read MorePart Five of Six in a video series with Schroders Australia Fund Manager Simon Adler, in which he tells us where he currently sees the best investment opportunities in the market.
Read MoreIn a crazy 12 months for markets, it became clear to us that what was a logical and compelling macro view one moment could fundamentally change a few months’ later.
Read MoreFor the first time in over a decade, a new economic cycle may be underway – a ‘reflation’ cycle characterised by faster economic growth, higher inflation and ongoing monetary and fiscal stimulus.
Read MoreIn recent decades, thanks to a deeper understanding of underlying biological mechanisms, drug development has progressed in leaps and bounds as research into new compounds has evolved beyond a trial-and-error approach.
Read MoreThe Perpetual Ethical SRI Fund returned 42.5% for the full fiscal year to 30 June, outperforming the benchmark by 14.0% thanks in part to new investment opportunities thrown up by extraordinary market volatility.
Read MoreIn reflecting on the last couple of years we are pleased with the fund’s performance, delivering solid returns for our unit holders. Here, we consider one of the stock picks that worked out well for us.
Read MoreAs we head into the new financial year, we feel really excited by the stocks and exposures we have in both the long and short book. However, if FY21 has taught us anything it is to keep an open mind and learn from where we got things wrong.
Read MoreAs a fundamental value manager, one way we can add value is avoiding value traps. A few value-style companies raised red flags in FY21 and, as a result, we were short or did not own them.
Read MoreWhen taking a pragmatic approach, value can be found right across the market spectrum – even in big tech – by identifying resilient businesses that are cheap relative to their growth profile and peers.
Read MoreThe strong relative performance of growth stocks in recent years has given rise to concerns about overvaluation and a potential re-run of the dotcom bubble twenty years ago.
Read MoreThe global economy is rebounding very strongly in 2021, led by the US and likely to be followed by Europe and emerging market economies. Perpetual’s Michael O’Dea discusses his firm’s market outlook.
Read MoreLike many other ESG issues, tax also tells you a lot about management quality and about how the senior leadership sees the world. Ted Franks from Pengana Capital explains why.
Read MoreMarket returns across most asset classes have been supercharged since the lows of March 2020, spurred by accommodative monetary policy, stimulatory fiscal policy and an improving global economic outlook as the COVID vaccine rollout gathers pace.
Read MoreThe extraordinary monetary and fiscal policy response to the COVID-19 crisis has been very successful in minimising the damage to the global economy, but has also had profound implications for portfolio construction.
Read MorePart Four of Six in a video series with Schroders Australia Fund Manager Simon Adler, in which he explains why value is an important holding in portfolios.
Read MoreIn his latest Australian Equities Insight, Dion Hershan, Head of Australian Equities at Yarra Capital, looks at some of the easy ways for investors to get hurt in the current environment.
Read MoreDespite contrary indicators, global and Australian shares are around record levels. So how can this be? And how sustainable is it? And what are the risks? AMP Capital’s Shane Oliver tackles these questions in his regular column.
Read MoreDespite rising rates and regulatory interference, GAM Investments’ Julian Howard suggests the medium-term outlook for Emerging Markets is better than it seems, while the long-term outlook is assured.
Read MoreIs the SPAC (special purpose acquisition companies) market dead? Should investors flee the space or is it a good time to buy in? Cameron McVie from Russell Investments gives us his thoughts.
Read MoreQuay Global Investors believe that real estate (listed and direct) tends to outperform equities during periods of high inflation and outline the reasons why in this piece.
Read MorePart Three of Six in a video series with Schroders Australia Fund Manager Simon Adler, in which he analyses how value investing performs over the long term.
Read MoreAs Australia transitions from policy-driven growth to organic growth, elevated volatility presents opportunities for investors who are flexible, liquid and patient. PIMCO’s Robert Mead and Adam Bowe with more.
Read MoreOne of Perpetual’s key filters when assessing businesses to invest in is the quality of their management teams. This was further amplified by the COVID-19 pandemic, as Anthony Aboud explains.
Read MoreJanus Henderson’s Denny Fish sees the current tech rally being guided by earnings results and the strong positions of leading tech companies aligned with a number of other themes.
Read MoreWith sustainability becoming ever more crucial, Alex Cook from BetaShares explores the development and use of EVs, the outlook for the industry and its importance to the global ESG effort.
Read MoreThe big four Australian banks have been a perennial favourite with investors, but there may be better opportunities in the sector if you are willing to dig a little deeper, as Allan Gray Australia Analyst Yi-Chan Lee explains.
Read MoreIn his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MorePart Two of Six in a video series with Schroders Australia Fund Manager Simon Adler, in which he looks into whether or not there is still an opportunity in value.
Read MoreThe basic principles of investing remain timeless. Fortunately, some investment experts have a knack of encapsulating these in a few words that are insightful and inspiring. AMP’s Shane Oliver has a few for us to consider.
Read MoreAll six episodes of Schroders series on value in which Fund Manager Simon Adler talks about various aspects of value investment and how his firm is positioned moving forward.
Read MoreElfreda Jonker from Alphinity provides us with an in-depth breakdown of how she saw things play out in the last financial year and how she sees things playing out in the current one.
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