Navigating the Polycrisis, Part II
Fidelity 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.
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.
Read MoreWhile not immune to the present turmoil, it seems a good number of emerging markets – unlike developed markets’ central banks – have learned the lessons of the past.
Read MoreAB believes dividend-income strategies can be effective across multiple environments, provided that they’re designed to tap into a wider opportunity set beyond traditional dividend payers alone.
Read MoreAdopting renewable energy sources into the Bitcoin mining process is a trend that is likely to accelerate, eventually resulting in a decrease in the network’s carbon footprint.
Read MoreGAM Investments’ Julian Howard explores how, undeterred by the transatlantic banking crisis, policymakers’ focus on inflation and rates will hamper short-term market progress.
Read MoreRob Almeida from MFS Investment Management expects the stress caused by the unwinding of years of bad monetary policy will create significant alpha opportunities.
Read MoreTal Lomnitzer from Janus Henderson Investors explains why Québec has all the right elements to supply the critical and strategic materials for electrification and decarbonisation.
Read MoreMagellan AM Portfolio Manager Alan Pullen provides a timely update on the financials sector in light of the recent volatility we’ve seen with banks in the US and Europe.
Read MoreFor listed real estate, the fear across markets during March was so palpable one could almost cut it like a knife. Quay Global Investors looks at what the numbers are telling them.
Read MoreIn this month’s Next Big Theme, Global X has read between the lines of all things AI as well as exploring healthcare accessibility, electric vehicle adoption in the US and cybersecurity.
Read MoreDaphne Poon from JH highlights what impressed her most on a recent trip to the Middle East as the region undergoes a significant economic and social transformation.
Read MoreEric Ristuben explains why Russell Investments believe regulators have made the necessary moves to keep issues in the global banking system idiosyncratic, rather than systemic.
Read MoreAshwin Alankar from Janus Henderson explains how adopting productivity-enhancing innovations can help corporations defend margins and earnings in an era of higher inflation.
Read MoreAs rising rates bring a period of illusory wealth to a close, there are few places to hide – no sooner has the lid been lifted on one set of casualties than attention shifts to the next.
Read MoreWhen it comes to clean energy, copper is everywhere. Despite this, most experts agree that copper supply will fall short of 2050 net-zero targets. So, what’s going on?
Read MoreDNR Capital CIO and PM of the Australian Equities High Conviction Strategy Jamie Nicol provides his thoughts on opportunities in the market post reporting season.
Read MoreChina’s National Party Congress meeting, or “Two Sessions”, were concluded recently, during which the economic growth target and various policies were set for the year.
Read MoreAs the Fed navigates inflation and, now, a stable banking system, its chance of a soft landing is getting slimmer, therefore positioning portfolios for a US recession may be prudent risk management.
Read MoreChloe Shea from Schroders takes us through what’s going on across the Asia-Pacific region and examines the three main factors that are steering APAC investment markets in 2023.
Read MoreGAM Investments’ Julian Howard examines whether what some view as a new ‘Goldilocks’ period in the economy is a realistic scenario over the short-, medium- and long-term.
Read MoreAs Fidelity’s Tom Stevenson explains, the banking system relies on communal faith that, as it did recently at SVB, can evaporate – invariably with catastrophic consequences.
Read MoreDavid Philpotts, Head of Strategy at Schroders’ Quantitative Equity Product (QEP) team, looks ahead to ten key themes for equity investors to consider for the coming years.
Read MoreAs banking turmoil has been unleashed across two continents, investors have been piling into gold and gold equities again as a safe haven option amid the current market uncertainty.
Read MoreNick Langley from ClearBridge Investments explains why, in both short- and long-term scenarios, the effect of changes of macro variables on infrastructure returns is usually positive.
Read MoreJH’s John Jordan explains why the recent banking sector upheaval in Europe and the U.S. is likely to result in a market where the stronger, better capitalised banks get even stronger.
Read MorePengana Capital’s Tim Richardson believes that Australian investors can now gain exposure to high-growth trends via top-quality global businesses at attractive price levels.
Read MoreDr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses five charts focusing on critical aspects of investing that are insightful in times of market stress.
Read MoreQuality is a frequently used term in investing, but from Magellan’s experience definition really does matter. Why? Because – as PM Elisa Di Marco explains – not all company fundamentals are the same.
Read MoreFears of broader financial sector breakdown look to have abated, but that doesn’t mean the demise of Silicon Valley Bank won’t have serious implications for markets around the world.
Read MorePerpetual Asset Management Australia’s Head of Equities Vince Pezzullo offers a top-down overview of how the recent reporting season played out for the local equity market.
Read MorePaul O’Connor, Head of JH’s UK-based Multi-Asset Team, considers recent uncertainty in the US and European banking sectors in the context of a broader late-cycle environment.
Read MoreThe increasing debt burden, combined with a slow economy and elevated inflation, make for an uncertain outlook that should be supportive of gold prices in 2023 and longer term.
Read MoreGAM’S Global Head of Investments David Dowsett believes investor engagement with non-US assets could come to the fore this year as part of a long-term structural shift.
Read MoreSam Twidale, PM for the DNR Capital Australian Emerging Companies Fund, gives his insights into where the opportunities lie post the reporting season for the Australian small cap sector.
Read MoreScott Kelly, Portfolio Manager for the DNR Capital Australian Equities Income Portfolio and Fund, provides his insights into the reporting season takeaways for the Big 4 Banks.
Read MoreDr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses how US regional bank failures have joined inflation, interest rates and recession risk as concerns for markets.
Read MoreThe recent release of the Credit Suisse Global Investment Returns Yearbook set Fidelity’s Tom Stevenson thinking about his kids’ generation and what the investment future looks like for them.
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