What Is Happening in European Energy Markets?
The European energy crisis is a fast-moving situation with major implications for the region, notes GAM’s Niall Gallagher, and the energy transition is far from straightforward.
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The Streaming Wars Take a Commercial Break
The battle between Netflix and Disney that was cheered on by the market in recent years suddenly has investors booing both companies – but maybe not for long.
Read MoreInflation Reduction Act Deepens the Decarbonisation Bench
The U.S. Inflation Reduction Act offers strong tailwinds for the renewable energy and EV supply chains, as well as companies helping the climate with energy efficiency.
Read MoreMagellan Sep 2022 Infrastructure Strategy Update
Gerald Stack and Ofer Karliner discuss the recent reporting season, the European energy crisis and provide an outlook for companies in Magellan’s Infrastructure Strategy.
Read MoreInvesting in Tech Stocks After the Big Blowout
Lei Qiu from AB explains why, despite technology stock weakness, they think technological innovation is entering a new phase in several areas poised for strong growth.
Read MoreAn ESG Framework for Extractive Industries
ESG investing faces a meaningful challenge, as facilitating the energy transition must rely on extractive industries with significant negative externalities such as metals and mining.
Read MoreFidelity Future Leaders Fund ‘Super’ Series: Defensives
Fidelity’s James Abela and Monique Rooney explore some of the current themes, risks and opportunities, portfolio considerations, and the long-term winners in ‘Defensives’.
Read MoreThe Case for Mortgage-Backed Securities
GAM Investments’ Tom Mansley discusses why he believes Mortgage-Backed Securities may present lower risk and an attractive investment opportunity.
Read MoreMagellan Sep 2022 Global Strategy Update
PM Nikki Thomas discusses how Magellan’s Global Portfolios are currently positioned and which quality companies are well placed to deliver growth in the years ahead.
Read MoreTech Talk: Under Pressure
Alphinity’s Global Portfolio Manager Trent Masters discusses market volatility and his key takeaways from spending the previous two weeks in New York and San Francisco.
Read MoreThe Long-Term Case for Infrastructure
Infrastructure remains of heightened interest to investors amid a strengthening outlook for infrastructure spending following the passage of the U.S. Inflation Reduction Act.
Read MoreWhen Diversification Doesn’t Work, What Do You Do?
David Elms from Janus Henderson considers the options that alternatives offer when more traditional diversification strategies end up looking the same.
Read MoreOpportunities in a High-Inflation Environment
Jordan Cvetanovski, Portfolio Manager of the Pella Global Generations Fund, discusses strategies and opportunities in a volatile market.
Read MoreSeven Things for Investors to Keep in Mind in Rough Times Like These
In this week’s Insights column, AMP’s Shane Oliver takes a look at the ongoing volatility in share markets and suggests a few key things for investors to keep in mind.
Read MoreThe Long and Short of Investing in Volatile Markets
Sean Roger discusses Perpetual’s Pure Equity Alpha and SHARE-PLUS Long-Short Funds, a reassessment of the short book and his thoughts on the past reporting season.
Read MoreWhy this Economic Cycle is Different
As Schroders’ Tina Fong explains, unique circumstances mean there are no clear cut lessons from history, making this economic cycle particularly hard to categorise.
Read MoreA Closer Look at US Housing
In this article, Quay Global looks at the history of the global financial crisis (GFC), how it compares to the current environment, and the implications for US housing.
Read MoreMidterm U.S. Election Preview: Gridlock ahead?
As the US congressional elections in November draw nearer, MFS examines past midterm electoral cycles and the key issues and potential outcomes relevant to investors.
Read MoreThe Perils of Investment Forecasting – Three Things to Consider
AMP’s Shane Oliver looks at how the increasing noise around economies and investment markets highlights the need for investors to have a disciplined approach to investing.
Read MoreChina’s Deflating Property Market Threatens Wider Economic Trouble
China’s property sector seems of late to be suffering setback after setback, woes that could prove to be the global economy’s biggest blow, according to Magellan’s Michael Collins.
Read MoreQuality Comes in Small Packages
The Fed is bracing for a ‘soft-ish landing’, but markets fear the opposite. Shifting portfolios to meet the challenges and idiosyncrasies of these capital markets is no easy feat.
Read MoreThe Storm Before the Calm
GAM Investments’ Julian Howard believes the nightmarish policy trade-offs governments and central banks face today won’t last forever as inflation slowly but surely eases.
Read MoreTo Hedge or Not to Hedge
The decision to hedge your global equity portfolio can impact your investment over the shorter term, but data shows that currency impact over the long term is negligible.
Read MoreMaking Sense of the Merge: What’s Next for Ethereum
Global X looks at “The Merge” and why its importance cannot be underestimated as it alters the sustainability, scalability, security and decentralisation of Ethereum.
Read MoreThe Impact of Higher Interest Rates on Company Earnings
IML’s Daniel Moore looks at how, apart from the impact that higher bond yields have on valuations, rising short term interest rates directly impact company earnings.
Read MoreWill Growth Stocks Outperform Once Again?
Pengana believes there are sound reasons why many high-quality growth stocks are expected to perform relatively strongly in the next phase of the economic cycle.
Read MoreFive Reasons the RBA was Right to Slow Down and Why the Top Is Near
AMP Chief Economist Shane Oliver takes a look at the RBA’s latest interest rate decision and explains why he thinks it made sense to slow down the pace of interest rate hikes.
Read MoreThe Regulatory Crypto Conundrum
GAM’s Mark Hawtin explains the complex subject of regulation in the cryptocurrency space and his view that oversight should not be placed exclusively in the hands of regulators.
Read MoreSunrise on Green Steel
Janus Henderson Portfolio Manager Tal Lomnitzer shares his excitement at having seen how green steel is produced on a recent trip to the HYBRIT project in Lulea, Sweden.
Read MoreNow is the Time to Myth-Bust Investment Truisms
Fidelity’s Tom Stevenson is unsettled by just how many things he could list about investing that he used to believe unreservedly and about which he is now not quite so sure.
Read MoreHow Long Should You Wait to Buy Growth Stocks?
Investment textbooks tell us that value stocks generally outperform growth stocks in periods of rising interest rates and economic slowdowns, but when is it time to pivot back?
Read MoreThe Growth in Global Food Demand
AgFoods Executive Chairman Paul Jensz discusses the relationship between agriculture and inflation, the global growh in ag food sales, the ag tech space and investing in water.
Read MoreShares Sliding Again – Is there Any Light at the End of the Tunnel?
Markets remain under pressure from high inflation, rising rates, and the increased threat posed by recession. AMP’s Shane Oliver looks for some light at the end of this long, dark tunnel.
Read MoreFidelity Future Leaders Fund ‘Super’ Series: Financials
Fidelity has produced a series reviewing the ‘super’ sectors of the Australian ASX300 excluding the ASX50 stocks. In part three, James Abela and Monique Rooney look at ‘Financials’.
Read MoreIs Google’s LaMDA Chatbot Sentient?
Google’s LaMDA has reignited the debate about the ethical risks of AI development and application. Mary Manning from Alphinity IM asks the key question: Is it sentient?
Read MoreT. Rowe Price Global Equity Market Update August 2022
T. Rowe Price Equity Specialist Sam Ruiz gives his thoughts on the markets at the moment, with a special focus on interest rates, inflation and housing prices in a global context.
Read MoreThere Really, Really Is No Alternative
YTD volatility has been enough to make even seasoned investors question their allocations. GAM Investments’ Julian Howard argues the fundamental case for equities remains solid.
Read MoreInterest Rates are Climbing, but Patience is a Virtue
In this torrid market with its stacked-up adversities, Fidelity’s Tom Stevenson puts forth a case for patience, remaining invested and systematically putting one’s money to work.
Read MoreInnovation a Catalyst for Growth in Emerging Markets
While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the trajectory of emerging markets on more stable footing.
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