The Powerful Potential of Uranium
Despite expected growth in nuclear power, and a correlative increase in uranium demand, gaining exposure to this commodity sometimes proves difficult.
Read MoreDespite expected growth in nuclear power, and a correlative increase in uranium demand, gaining exposure to this commodity sometimes proves difficult.
Read MoreAndy Acker from JH says healthcare’s defensive qualities could help the sector outperform the broader equity market, while biotech could offer pockets of growth.
Read MoreIn a global energy transition characterised thus far by imperfect solutions and uneven progress, the market for one critical piece of the puzzle is about to blow up.
Read MoreGAM Investments’ Kevin Kruczynski considers the increasingly important role 5G networks will play in the Industry 4.0 ecosystem, as well as the potential beneficiaries from these developments.
Read MoreMagellan’s Hannah Dickinson discusses how, while it has held up relatively well over the past 6 months, there are signs of both strength and weakness ahead for the consumer sector.
Read MoreAMP’s Dr Shane Oliver discusses the surge in inflation and why he thinks it will constrain medium term investment returns compared to the pre pandemic years.
Read MoreWhat a year 2022 has been – as the year draws to a close and fears of a global recession continue to climb, many are wondering what 2023 might have in store.
Read MoreJH’s Adrienn Sarandi highlights 10 takeaways and her thoughts around the key issues that were front of mind for those on the ground at the COP27 climate talks.
Read MoreMagellan’s Adrian Lu explains why the global shift to cloud computing is a seismic and transformational trend that his firm has been backing for several years now.
Read MorePlatinum’s James Halse and Tom Tao explore some of the dynamics currently at play in the US furniture market and discuss an interesting business model in more detail.
Read MorePerpetual’s team of analysts name three resilient stocks they think will likely withstand changes in the market environment such as recession or prolonged inflation.
Read MoreFidelity’s Tom Stevenson reminisces on a Thanksgiving to forget and ruminates over the ambivalent blessings of 2022, a similarly forgettable year for investors.
Read MoreGAM Investments’ David Goodman and Pieran Maru report on their recent travels to California, and what they saw at the 2022 Goldman Sachs Communicopia and Technology Conference.
Read MoreLibby Cantrill from PIMCO’s US Portfolio Management team explains why a split U.S. Congress in 2023 will likely limit fiscal policy, but could be positive for equity markets.
Read MoreMagellan’s David Costello discusses decarbonisation – a topical theme in markets right now with plenty of excitement around the scope of the investment opportunities ahead.
Read MoreGlobal X Australia seeks to shed some light on copper – the demand for which has tripled over the past 50 years – by answering six questions it sees as key.
Read MoreAgFood Executive Chairman Paul Jensz sits down with FNN’s Lauren Hayes to discuss the ongoing relationship between agriculture and technology.
Read MoreTrying to time the market can be a stressful exercise that even the experts find difficult – investing regular amounts every month helps take the guesswork out of it.
Read MoreAlphinity IM Global Portfolio Manager Trent Masters shares his thoughts regarding FAANG stocks and the decline in share prices of leading tech companies.
Read MoreAs a long-time card-carrying member of the economics fraternity, Yarra Capital’s Tim Toohey doesn’t make this statement lightly: Economists are idiots.
Read MorePlatinum Portfolio Manager Jamie Halse talks through why he believes Japanese equities are a very interesting investment opportunity, along with some thematics.
Read MoreThe sell-off in 2022 has been both profound and near-universal. GAM Investments’ Julian Howard considers whether there is now intrinsic value in key markets.
Read MoreThe ride for shares may still remain choppy & new lows can’t be ruled out, but AMP’s Shane Oliver explains why he believes there is a fairly good chance we’ve seen the bottom.
Read MoreCEO and Co-CIO Andrew Clifford provides a timely reminder of Platinum’s investment approach as well as his thoughts on markets, performance and portfolio positioning.
Read MoreFidelity explains why they are starting to think the tech sector looks inexpensive compared both to its own history and the rest of the stock market.
Read MoreHistorically, physical demand for gold picks up in Asia and the Middle East when the gold price is weak, with the current low no exception as buyers sense a bargain.
Read MoreHamish Chamberlayne and Aaron Scully from JH’s Global Sustainable Equity Team explain what the Inflation Reduction Act means for sustainability in the US.
Read MoreRising interest rates are likely to challenge highly leveraged consumers and governments. While activity remains strong, the true impact will take time to determine.
Read MoreWith tentative signs of a peak in inflation and improved valuations for corporate debt, the outlook is more constructive for fixed income assets and generating positive returns.
Read MoreThe MSCI World Value Index shot up 10.28% in October 2022, beating its growth counterpart by over 5%, while the S&P Small Cap 600 Value Index rose over 15%.
Read MoreWith its borders finally reopening in October, Japan should now see a welcome and long-awaited boom of inbound tourism according to Platinum’s Leon Rapp.
Read MoreKardinia Capital examines how, as the era of easy money comes to an abrupt end and conditions normalise, markets are rewarding stock pickers more than ever.
Read MoreMagellan’s Arvid Streimann provides a backdrop of the current events markets are experiencing and why all this volatility might just provide some great opportunities.
Read MoreIn his weekly Insights column, AMP Chief Economist Dr Shane Oliver provides seven reasons why he believes Australia should be able to avoid a recession.
Read MoreThere is a large number of ‘living dead’ companies struggling to generate the operating profits required to meet debt interest payments – all of which should be given a wide berth.
Read MoreGAM Investments’ Adrian Owens considers whether the UK and US economies are really moving in such different directions and if the inflation outlook is markedly better in the UK.
Read MoreAfter many years of near zero interest rates, 2022 has been characterised by a reversal of this with Central Banks around the world raising interest rates to combat inflation.
Read MoreMagellan’s Adrian Lu discusses the US/China chip export restrictions, the recent US Chips Act, and why these changes may benefit a recent addition to the Global Fund, ASML.
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