Does it Make Sense to Ditch the 2% Inflation Target?
Schroders looks at whether policymakers should ditch the ubiquitous 2% target and instead set their sights on higher inflation, after first achieving their existing objectives.
Read MoreSchroders looks at whether policymakers should ditch the ubiquitous 2% target and instead set their sights on higher inflation, after first achieving their existing objectives.
Read MorePengana explains why they currently favour the logistics sector and FMs based on quality and growth, along with the alternative sub-sectors for their defensive earnings.
Read MoreRecent global bullion ETF outflows have now stopped, and while a stronger catalyst is needed to prompt inflows, at least the selling pressure has abated as we enter 2023.
Read MoreWith fixed income now offering good value and the cycle potentially turning in favour of bonds, Schroders are confident 2023 will look significantly different for this asset class.
Read MoreNick Langley, Charles Hamieh and Shane Hurst from ClearBridge Investments discuss the infrastructure outlook for 2023, as well as some longer-term sector thematics.
Read MoreWe know that markets and the economy march to a different beat, but this has still been a surprisingly strong start to the year. Fidelity’s Tom Stevenson takes a look at why.
Read MoreWith increasing signs that inflation will ease in 2023, the peak in official rates for the US and Australia looks to have been priced by markets with only one or two rate hikes remaining.
Read MoreIncome investors can’t ignore the tax-effective benefits of franking credits but, by extension of that, can ignore much of the scaremongering surrounding their future.
Read MorePaying sensible prices should remain the most reliable method for investors to protect capital in a world facing ongoing adjustment from an extended period of monetary excess.
Read MoreWith a deep red signal emanating from their Recession Risk Dashboard and a Fed clearly willing to tolerate economic pain in order to restore price stability, ClearBridge believes a recession is likely in 2023.
Read MoreGAM’s Julian Howard explores how a mostly challenging 2022 started to show signs of improvement which he believes are likely to persist into the new year.
Read MoreMarkets have posted some strong gains over the last month but have we started to see an earnings trajectory as we delve into 2023? Alphinity’s Trent Masters takes a look.
Read MoreWith recession clouds forming over the US and Europe, and slowing economic growth forecast across many parts of the world, Chinese equities could be the place to be in ‘23.
Read More4D Infrastructure revisits the growing excitement around hydrogen as a decarbonisation tool to see if the hype has died down or is progressing as a key element in the path towards net zero.
Read MoreIML’s Michael O’Neill explains why, with capital growth likely to be lower in the medium-long term, he believes it’s the right time to place greater focus on income.
Read MoreThe JH Global Natural Resources Team discusses the outlook for 2023 and beyond and why, despite inflation, the long-term investment case for resources remains strong.
Read MorePerennial Partners PM and Resources Analyst Sam Berridge discusses price caps on coal and gas, the energy transition, and decarbonisation opportunities for 2023.
Read MoreIn the final Insights column we’ll be running for the year, AMP’s Dr Shane Oliver rules a line on 2022 and suggest some likely trends he’s expecting for 2023.
Read MoreThe world has lost almost 70 per cent of its wildlife population since 1970; how much we can preserve of the rest may depend on the COP15 summit, currently underway.
Read MoreOne of the accepted truisms in modern finance is that a lot of information can be derived from the yield curve – Quay Global explains why and what it’s telling us now.
Read MoreDNR Capital CIO / PM Jamie Nicol discusses the opportunities and risks in the current market for high conviction investors and why CSL and ALS have caught his eye.
Read MoreThe Australian equity market continues to power on with earnings strength driving performance, but Schroders suspects much of this strength will prove ephemeral.
Read MoreGAM’s Chris Longworth and Silvia Stanescu discuss the prevalence of small data problems in finance, as well as some of the approaches that can be applied to address them.
Read MoreAs we look ahead to 2023, JH’s Aneet Chachra considers the historical value of forecasts and questions whether investors can use them to help guide investment decisions.
Read MoreWith early signs that inflation is peaking and central banks likely to slow monetary tightening, Schroders are looking to take advantage of the improved outlook for fixed income.
Read MoreSchroders believes improved valuations will allow a greater opportunity to achieve their return objectives via increased expected returns across most asset classes.
Read MoreShares, bonds, and alternative asset classes tend to dominate media attention and headlines, but there’s a forgotten asset class that underpins most investors’ portfolios: cash.
Read More4D’s Peter Aquilina describes his travels through southern USA, meeting management teams of oil and gas pipeline, regulated utilities and renewables companies.
Read MoreSam Twidale, PM for the DNR Capital Australian Emerging Companies Fund gives his thoughts on the outlook and opportunities for the local Small Cap sector.
Read MoreGold has been used to store and grow wealth for centuries, gave rise to the concept of currency and its popularity continues among investors – in 2023 it could make a comeback.
Read MoreWith signs of inflation and the pace of central bank tightening both moderating, Schroders are shifting their portfolio to benefit from a more favourable outlook.
Read MoreIf, contrary to consensus, you’re optimistic we are at or near the bottom for shares, Fidelity has some thoughts about which assets might do best in the recovery that follows.
Read MoreDNR Capital Portfolio Manager Scott Kelly provides his insights on the franking reform proposed changes and the potential impacts on income-seeking investors.
Read MoreIn their annual Investment Outlook, Fidelity International’s asset class experts offer comprehensive consideration on how to navigate the various markets in 2023.
Read MoreDev Chakrabarti from AB explains why investors should look beyond country-specific macroeconomic conditions to find the most promising sources of long-term growth.
Read MoreKatana Asset Management Portfolio Manager Romano Sala Tenna discusses a number of thematics, including airlines, consumer spending and EV commodities.
Read MoreThose in the know call it “The Biodiversity Cop” – but what is the Convention on Biological Diversity and why is it important in an investment context?
Read MoreDespite expected growth in nuclear power, and a correlative increase in uranium demand, gaining exposure to this commodity sometimes proves difficult.
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