Magellan Minutes: The decarbonisation opportunity
Magellan’s David Costello discusses decarbonisation – a topical theme in markets right now with plenty of excitement around the scope of the investment opportunities ahead.
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Why the World Can’t Cope without Copper
Global 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 MoreHelping Feed the World
AgFood Executive Chairman Paul Jensz sits down with FNN’s Lauren Hayes to discuss the ongoing relationship between agriculture and technology.
Read MoreThe Benefits of Having a Regular Savings Plan
Trying 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 MoreTech Talk: Are the FAANGs dead?
Alphinity IM Global Portfolio Manager Trent Masters shares his thoughts regarding FAANG stocks and the decline in share prices of leading tech companies.
Read MoreEconomists Are Idiots!
As 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 MoreThe Zeitgeist is Changing in Japan
Platinum Portfolio Manager Jamie Halse talks through why he believes Japanese equities are a very interesting investment opportunity, along with some thematics.
Read MoreValuations – Is it Time to Buy Yet?
The 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 MoreShares May Have Bottomed
The 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 MoreInvesting in a Bear Market
CEO 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 MoreAre Technology Stocks Set to Turn Higher?
Fidelity 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 MoreGlimmer of Hope for Gold’s Rebound
Historically, 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 MoreA New Era for Sustainability in the US
Hamish Chamberlayne and Aaron Scully from JH’s Global Sustainable Equity Team explain what the Inflation Reduction Act means for sustainability in the US.
Read MoreYou Can’t Always Get What You Want
Rising interest rates are likely to challenge highly leveraged consumers and governments. While activity remains strong, the true impact will take time to determine.
Read MoreImproved Valuations Create a Better Risk-Reward Balance
With 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 MoreValue Investing: Back with a “bang”
The 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 MoreJapan in the First Innings of a Digital Shift
With 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 MoreFive Stocks for the Next Five Years
Kardinia 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 Minutes: When volatility provides opportunity
Magellan’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 MoreSeven Reasons Why Australia Should Be Able to Avoid a Recession
In 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 MoreHow Investors Can Avoid the Zombie Apocalypse
There 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 MoreYou Go Your Way and I’ll Go Mine
GAM 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 MoreWhere are Australian Interest Rates Heading and What Does this Mean for Stocks?
After 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 Minutes: The great ‘chip’ saga continues
Magellan’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.
Read MoreCOP27: A temperature check on progress
As COP27 begins, Stephanie Maier, GAM’s Global Head of Sustainable and Impact Investment, shares her thoughts on what to expect from the crucial climate talks.
Read MoreBiotechs Preparing for the Next Chapter of Growth
Platinum’s Dr Bianca Ogden explains why, contrary to popular perception at the moment, she believes the biotech sector is actually in pretty good shape.
Read More10 Reasons to Stay Invested in Equities
There are still good reasons to stay invested in stocks as an integral part of a long-term investment plan—and good ways to reduce the risks that come with doing so.
Read MoreMagellan Minutes: Is it time to get excited by tech?
In this video, we hear from Magellan’s Ryan Joyce as he provides an overview of why the tech sector has recently underperformed and where the opportunities lie ahead.
Read MoreThe Difference Between the Best and the Rest
Selecting the right fund is important and, as Fidelity’s Tom Stevenson explains in his regular column, the difference between the best of them and the rest of them is wide.
Read MoreHealthy Investor Scepticism Returning to Markets
As 2022 nears an end, Platinum’s Clay Smolinski reviews the past 10 months and provides an update on his firm’s thinking and the key themes from their portfolios.
Read More4D Podcast: Two Different Approaches to Inflation
With inflation still the word on everyone’s lips, 4D Infrastructure’s latest podcast looks at how the current approach to combat it differs in the UK and the US.
Read MoreGlobal Tech: Better positioned than you think?
Denny Fish from JH explains how volatile markets and lower valuations may present attractive entry points in companies capable of compounding earnings growth.
Read MoreFlutter Entertainment – An Attractive Long-Term Bet
PM Capital’s Kevin Bertoli explains why he believes global sports-betting giant Flutter Entertainment is well-positioned for rapid earnings growth in the US.
Read MorePlatinum Asia ex-Japan Market Update
Platinum Asset Management’s Cameron Robertson and Andrew Clifford give their thoughts on Asian markets ex-Japan and how they are positioned heading into 2023.
Read MoreIs Energy Insecurity Driving a Changing of the Guard?
Increasing tensions between the BRICS bloc and those aligned with the US means investors should prepare for heightened volatility in asset prices, particularly equity markets.
Read MoreMarket Collapse Raises Stakes for Active Equity Investors
AllianceBernstein has a look at whether steep share-price declines have led to attractive valuations, given mounting threats to fundamental business performance.
Read MoreGreen Metals: The key to unlocking clean energy
Companies that specialise in producing elements such as copper, lithium, aluminium, nickel, zinc and rare earths are strongly positioned to benefit from the energy transition.
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