The Future of Our Food Supply
42% of the global population could not afford a healthy diet in 2020, yet we are still seeing record levels of waste, with 14% of food produced globally lost between harvest and retail.
Read More42% of the global population could not afford a healthy diet in 2020, yet we are still seeing record levels of waste, with 14% of food produced globally lost between harvest and retail.
Read MoreJanus Henderson Portfolio Manager Richard Clode discusses the collapse this week of SVB and unpicks some of the more likely implications for the technology sector.
Read More12 months on from the market consolidation of BHP and funds that track the largest Australian companies may not be delivering the diversification objective investors target.
Read MoreKevin Bertoli from PM Capital takes a closer look at Imdex, a mining-technology company focussed on achieving higher margins, production innovation and acquisitions.
Read MoreThe likelihood of recession has moderated but remains a possibility. Perpetual’s Michael O’Dea looks at three possible scenarios and their implications for portfolio construction.
Read MoreA stall in national house price declines while interest rates keep climbing has sparked yet another national debate on whether or not the Australian residential market has bottomed.
Read MoreAlphinity Investment Management’s Trent Masters recaps the key events that affected global markets in early 2023 and discusses the implications of AI such as ChatGPT on companies.
Read MoreMarket forecasting is a difficult and often thankless task – especially, as Fidelity’s Tom Stevenson points out, in the sort of rollercoaster ride the first two months of 2023 have been.
Read MoreCyber Security emerged as the pivotal ESG theme in the 2022 Perennial Better Future Survey, while greenhouse gas emissions and diversity still command strong corporate attention.
Read MoreThe RBA increased the cash rate by another 0.25%, but its commentary was far less hawkish – here are eight reasons AMP’s Dr Shane Oliver thinks the RBA should now pause.
Read MoreSwetha Ramachandran, Manager of GAM Investments’ luxury brands equity strategy, outlines eight reasons why she believes luxury investing has a long runway for growth.
Read MoreGlobal X provides some recent updates from around the world on nuclear power, a key technology in the global transition from fossil-fuels to net-zero carbon emissions by 2050.
Read MorePerennial’s Karen Chan explains why her firm holds the view that 2023 will be a great year for investors who can find trusted managers who demonstrate a ‘through the cycle’ playbook.
Read MoreAlex Cousley explains why, despite expecting a significant slowing in the local economy throughout 2023, Russell Investments does not believe it will lead to a recession in Australia.
Read MorePlatinum’s Alex Barbi and Jimmy Su share their insights on finding opportunities in the tech sector, which suffered a significant setback in 2022 after two years of bubble-like valuations.
Read More4D Infrastructure’s Trip Insights series continues as Global Portfolio Manager Sarah Shaw shares experiences from her recent visit to Mexico and North America in January 2023.
Read MoreAMP Head of Investment Strategy & Chief Economist Dr Shane Oliver discusses the lessons from the high inflation experience of the 1970s and its aftermath in terms of today’s inflation problems.
Read MoreAndrew Pease from Russell Investments looks at the Russia-Ukraine situation one year on – including the role of geopolitical relations in the outcome and some investment implications.
Read MoreOne year on from Russia’s illegal and tragic invasion of Ukraine, Schroders’ Valentina Romeo examines five charts which show how the resulting energy crisis has affected Europe.
Read MorePlato’s Dr David Allen explains why the idea that a fund manager must hold a concentrated portfolio to significantly outperform the benchmark is an enduring investing legend.
Read MoreJH’s Portfolio Construction & Strategy team explain why investors should consider a dedicated allocation to healthcare, which has historically captured less downside during sell-offs.
Read MoreWith a number of big themes starting to rotate back into a growth phase, Global X looks at some of the most impactful narratives and promising thematics emerging across the globe.
Read MoreVanEck’s Arian Neiron takes a detailed look at an underappreciated bank issue that is garnering investor interest in the current market environment – subordinated debt.
Read MoreWhile Kardinia Capital has been bearish equity markets since early 2022, now a number of catalysts have emerged which could potentially turn market sentiment to bullish.
Read MoreFidelity’s Tom Stevenson takes a look at one of the more counter-intuitive aspects of stock market investment: the topsy-turvy relationship between the news and the markets.
Read MoreChatGPT has ignited the world’s imagination about the power of AI and we may be on the cusp of a new product cycle that breathes new life into the technology sector.
Read MoreGeorge Maris, JH’s Co-Head of Equities – Americas, and Portfolio Manager Julian McManus explain the risk of anchoring investment decisions to the low rates of the past decade.
Read MoreAMP’s Shane Oliver looks at charts on global business PMIs; US inflation; jobs; inflation expectations; earnings revisions; earnings yields versus bond yields; and the US dollar.
Read MorePlatinum PMs Kirit Hira and Cameron Robertson discuss two exciting companies they visited during recent research trips to Vietnam and South Korea – Mobile World Investment and Coway.
Read MoreClearBridge has found that integrating ESG analysis into their fundamental research process has allowed them to develop a more holistic view and improved stock selection over the long term.
Read MoreAB explain why they believe that, in a world of structurally higher inflation and interest rates, there are good reasons for equity investors to consider active portfolios for equity allocations.
Read MoreThe case for investing in China’s reopening is compelling, but it may be volatile. VanEck’s Alice Shen suggests some ways investors can access the current opportunity.
Read MorePengana’s Tim Richardson believes Australian investors could enhance their long-term risk-adjusted returns by properly diversifying their portfolios into global smaller companies.
Read MoreThe income desert is behind us – nevertheless, as Dorian Carrell and Joven Lee from Schroders explain, investors still need to navigate new income opportunities with care.
Read MoreDespite the strong monthly gains, gold equities continue to be undervalued relative to the metal and VanEck expects this to result in their continued outperformance this year.
Read MoreGlobal X expects the growth of battery technologies, particularly those in the mobility space, to continue to create compelling opportunities for lithium and the battery tech industry.
Read MoreAfter the wild ride experienced by investors in 2022, Perpetual’s Anthony Aboud sees opportunities in high-quality companies which have traditionally been classified as growth stocks.
Read MoreGAM Investments’ Julian Howard explores the modern investing landscape and considers how investors can prepare their portfolios for an extended epoch of stagnation.
Read MoreA recent research trip suggests to Janus Henderson Portfolio Manager Tal Lomnitzer that limited supply to meet rising demand should continue to underpin copper and lithium markets.
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