Through the Looking Glass
Schroders steps through the looking glass to see how the world may look over the next couple of years – in all probability, quite unlike the one we have grown accustomed to.
Read MoreSchroders steps through the looking glass to see how the world may look over the next couple of years – in all probability, quite unlike the one we have grown accustomed to.
Read MoreJanus Henderson’s Matt Peron believes investors should maintain exposure to equities, but do so by prioritising quality companies.
Read MoreQ: How would Benjamin Graham, the author of The Intelligent Investor, invest internationally? A: With Quality factors. VanEck’s Arian Neiron explains why.
Read MoreThe best performing sectors on the ASX year to date are simply those with the highest multiples, as AI grabs imaginations and investment flows.
Read MoreTo transform science fiction into reality, AI applications in the healthcare sector must prove that they can improve business profitability.
Read MoreAI is here and it is very real – GAM’s Mark Hawtin outlines why he believes Chat GPT is “the iPhone moment for Digital 4.0”.
Read MoreSchroders sees the second half of 2023 as a once in a decade opportunity to be back allocating to fixed income from a cyclical perspective.
Read MoreCentral banks continue to prioritise inflation over growth, aiming for a soft landing where the economy avoids a negative hit to growth.
Read MoreFidelity’s Tom Stevenson looks into what has brought the king of value investors, Warren Buffett, back to Japanese equities after a long absence.
Read MoreAt PIMCO’s latest Secular Forum, they discussed how recent short-term cyclical dynamics are likely to have longer-lasting secular consequences.
Read MoreThe lure of growth has attracted local investors to Australian small caps, yet the performance of the asset class is a mystery.
Read MoreWhen it comes to Japan and the BoJ, investors who heed the road signs may be best positioned to take advantage of opportunities as they arise.
Read MoreThe increasing use of AI is positive for the semiconductor sector as the need for computing power and capex intensifies, reasons JH’s Richard Clode.
Read MoreFor equity investors, it is of paramount importance to closely monitor the potential effects of increasing financial stresses on earnings expectations.
Read MoreDaniel O’Connell explains why VanEck thinks the current environment bodes well for healthcare, which is considered a defensive sector.
Read MoreNiall Gallagher from GAM considers why the market remains too pessimistic on European banks and provides a five-point counterargument.
Read MoreEsports have entered the mainstream, with the IOC this month releasing details of the inaugural Olympic Esports Week in Singapore during June.
Read MorePlatinum’s Cameron Robertson and Dr Bianca Ogden discuss areas they have invested in and ones to watch in the always exciting tech space.
Read MoreGAM Investments’ Julian Howard examines how benign markets are increasingly at odds with the underlying economic picture.
Read MoreA recent visit to a vegan restaurant leaves JH’s Tal Lomnitzer pleasantly surprised and more hopeful for the future of sustainable nutrition.
Read MorePortfolio Manager Adrian Cotiga discusses the key drivers behind and lessons to be learned the US banking crisis, and how Platinum is positioned in global financials.
Read MoreIn this month’s Next Big Theme, Global X examines all the developments across thematics such as internet of things, green metals, AI and more.
Read MoreThe Japanese equity market has rallied strongly in recent weeks but there’s a lot more to the story, as Platinum’s James Halse explains.
Read MoreEvery year in technology there are breakthroughs that appear to have the potential to transform how we live – some do; others, like the Segway, not so much.
Read MoreVanEck’s Arian Neiron looks at why smart investors are turning to safe haven assets like short-term US treasury securities to counter volatility.
Read MoreSchroders believe commodities are a better hedge than bonds in inflationary environments, and multi-asset investors should re-consider commodities as a strategic holding in portfolios.
Read MoreAs you sip your morning coffee and read this, Hugh Giddy from Investors Mutual has a few questions he’d like you to consider.
Read MoreGAM Investments’ Pieran Maru discusses the future of NFTs – which, after a lull period in 2H22, are once again beginning to gain popularity.
Read MoreVanEck’s Cameron McCormack looks at why Australian investors love their bank hybrids, which sit between shares and bonds in a bank’s capital structure.
Read MoreDenny Fish from JH explains why – while tech growth themes remain intact – as end markets mature, companies will have to balance future investment with profitability.
Read MoreAfter dominating amid Covid, the US tech household names endured a miserable 2022. Schroders’ Simon Webber looks at why the tables have turned again in recent months.
Read MoreWestpac, ANZ and NAB recently announced their results, while CBA gave its third quarter trading update – the market’s reaction has been swift.
Read MoreAllianceBernstein explains why they believe holistically integrating the risks and opportunities in today’s economy is the linchpin of an effective climate strategy.
Read MoreAnalysing and managing ESG risks helps investors better understand the resilience of business models and their cash flows, in turn helping build stronger portfolios.
Read MoreIn early 2022, PM Capital’s Enhanced Yield Fund made an investment in the senior bonds of global streaming giant and pioneer Netflix – here’s why.
Read MoreGAM Investments’ David Goodman explores the disruptive potential of quantum technology across sectors such as finance, healthcare and cybersecurity.
Read MoreEquities fundamentals remain poor. Inflation is too high for comfort and the cracks in economies are becoming wider. Schroders’ Simon Doyle is bracing for trouble.
Read MoreThe current environment is offering both attractive yields over medium-term investment horizons and good diversifying potential as the cycle turns.
Read MoreFor investment firms, AI can help execute many menial functions to free up analysts for deeper research dives, armed with more information than they could ever process alone.
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