Why Railroads Are an Attractive Investment
Magellan AM’s Yathavan Suthaharan discusses why railroads are an attractive infrastructure investment and what the hype is around PSR.
Read MoreMagellan AM’s Yathavan Suthaharan discusses why railroads are an attractive infrastructure investment and what the hype is around PSR.
Read MoreConsistently meeting expectations is an important driver of what VanEck’s Joe Foster expects will eventually be a rerating of gold equities.
Read MoreQuay Global Investors takes a look at how residential markets have fared in the US, UK and Canada, and assesses the medium to long-term outlook for housing.
Read MoreGAM Investments’ Stephanie Maier considers the intrinsic link between nature loss and climate change and explores what financial decision makers across the world can do about it.
Read MoreSchroders’ Adam Kibble writes that, unlike the popular video app TikTok, investing is a long term endeavour that rarely provides instant gratification.
Read MoreGAM’s Kevin Kruczynski examines how a new focus on profitability after a decade of strong growth and increased spending may benefit the technology sector.
Read MoreMagellan’s Alan Pullen discusses the impact of interest rates on banks, the recent bank defaults and where he sees opportunities in the financial sector.
Read MoreLucas Goode explains why IML sees Telstra as the dominant telecom player that is well-placed to provide attractive returns to investors in years to come.
Read MoreRules attempt to create order where there is chaos and, as Martin Conlon from Schroders reports, the line between too few and too many is grey.
Read MoreMagellan’s Adrian Lu explains what Chat GPT is, how it works and its potential impacts on society, as well as what this means for Microsoft and Alphabet.
Read MoreNuclear energy can be a tricky topic to navigate from an environmental and social impact perspective, so it pays to know the answer to a few key questions before you start investing.
Read MoreArian Neiron and Brad Livingstone-Foggo from VanEck explain why they believe that, in any recovery, the statistical term “skew” is worth knowing.
Read MoreFor Perpetual Deputy Head of Equities Anthony Aboud, the past quarter has been characterised by the market starting to again favour fundamentals over narratives.
Read MoreIn times like this, with heightened volatility and uncertainty, IML’s Bruce Du suggests three quality companies better placed to ride out the rough weather.
Read MoreGAM’s Julian Howard explores how ever-higher short-dated yields may offer a profound, though temporary, way to ‘smooth’ volatility to meet future liabilities.
Read MorePengana’s Tim Richardson believes there is an opportunity to boost long-term returns through selective exposure to high-quality, well-aligned Japanese companies.
Read MoreAaron Scully from JH reports back after the trip he took to Japan to learn more about the companies that operate there as well as its economic and political climate.
Read MoreFidelity’s Tom Stevenson reports that just five tech stocks have accounted for two thirds of the S&P’s 8% rise this year, a much bigger proportion than the capitalisation they represent.
Read MoreSocial issues are perhaps the least understood by investors with an ESG focus. But the risks and opportunities they represent are growing, and investors need a way to step up to the challenge.
Read MoreBenedict Buckley explains why ClearBridge has been investing in companies enabling the decarbonisation transition and engaging with them to help them thrive and create value over the long term.
Read MoreJH’s Global Technology Leaders Team discuss why, despite signs of progress, a pragmatic approach towards investing in the autonomous driving space is warranted.
Read MoreMåns Carlsson, Head of ESG at Ausbil Investment Management, discusses his recent visit to Bangladesh and changes made since the Rana Plaza building collapse in 2013.
Read MoreMagellan’s Gerald Stack looks at how the infrastructure sectors have fared the past quarter amid concerns about high inflation and provides an update on the portfolio and how it is positioned.
Read MoreAlphinity IM’s Trent Masters recaps the month of March in markets, reflecting on the rise of Crypto-focused Signature bank and the unexpected acquisition of Credit Swisse by UBS.
Read MoreAs generative AI matures, Global X expects cloud computing, cybersecurity, and digital media to receive strong boosts, allowing leading platforms in these arenas to solidify their positioning.
Read MoreAirlie FM’s Emma Fisher provides her views on the current market environment and discusses her recent trip to Europe where she visited the HQs of key holdings CSL and QBE Insurance.
Read MoreMagellan’s Global Portfolio Managers Nikki Thomas and Arvid Streimann discuss the unfolding interest rate cycle and the effect it’s having on market sentiment and company valuations.
Read MorePengana Capital explains how the recent U.S. banking market volatility has led to concerns around the cost and availability of credit for commercial real estate in Australia.
Read MoreWith quality management and a strong cycle leading a business turnaround, Joe Wright from Airlie FM explains why he believes insurance major QBE still looks attractive.
Read MorePaul O’Connor, Head of JH’s Multi-Asset Team, considers the arguments for defensive asset allocation as interest rate hikes work through the financial system.
Read MoreSix months ago, one might have laughed at the suggestion of investing in Emerging Markets. Fidelity’s Tom Stevenson explains why this is no longer the case.
Read MoreVideo games can be lucrative – as Alice Shen reports, so far in 2023 the companies that make up VanEck Video Gaming and Esports ETF (ESPO) have had a winning start.
Read MoreSimon Mawhinney from Allan Gray looks at Downer EDI and why being out-of-favour is often an important prerequisite for AG to buy companies at prices lower than their intrinsic value.
Read MoreAndrew Greenup and Sophie Smith from First Sentier report on their recent US trip where they met with over 70 infrastructure management teams as well as attending three conferences.
Read MoreThe performance of gold and gold stocks in the current chaotic environment reaffirmed VanEck’s belief in its role as a safe haven investment and legitimate form of portfolio insurance.
Read MoreFidelity International Chief Investment Officer Andrew McCaffery lays out the company’s Q2 2023 Outlook and highlights three key themes they expect will dominate this quarter.
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