The Current State of the Water Market
Max Andrews from AgFood takes a look at how the local water market is holding up at present, most topical in light of the drought and extreme heat being experienced elsewhere.
Read MoreMax Andrews from AgFood takes a look at how the local water market is holding up at present, most topical in light of the drought and extreme heat being experienced elsewhere.
Read MoreKKR’s recently-launched GCOF is a global, diversified credit strategy that invests across high yield bonds, bank loans and structured credit across developed markets.
Read MoreAMP’s Shane Oliver looks at the challenge posed by Australia’s slowdown in productivity growth which is attracting more discussion lately given falling real wages and the Jobs and Skills Summit.
Read MoreThe inflation rate in Australia is 6.1% and is calculated by the ABS every quarter. It will come as no surprise to anyone buying goods and services that prices have gone up.
Read MoreWe still don’t know whether what we saw through July and mid-August was a ‘bear-market-rally’, but we do know that Jerome Powell’s hawkish rhetoric stopped it in its tracks.
Read MoreAlphinity’s Trent Masters analyses the reporting season that wasn’t quite as bad as people feared, earnings expectations for this year and next and the divergence in technology.
Read MoreFidelity has produced a series reviewing the ‘super’ sectors of the Australian ASX300 excluding the ASX50 stocks. In part two, James Abela and Monique Rooney look at ‘Cyclicals’.
Read MoreDividend yields (on average) now exceed pre-COVID levels, but averages can be misleading; deeper analysis reveals that these dividends have become highly concentrated.
Read MoreAccording to the theory, high interest rates stifle economic activity, reducing demand and moderating consumer prices. Quay Global looks into why this is yet to happen.
Read MoreHugh Giddy from IML looks at how we got into the current high inflation environment and how central banks, governments and economic modelling have all contributed to it.
Read MoreAusbil’s Arden Jennings and Andrew Peros discuss their firm’s Australian SmallCap Fund, investment thematics, and the outlook for small caps going forward.
Read MoreThe gradual erosion of trust means that investors and companies should be seeking to build resilience rather than waiting and hoping for a return to calmer times.
Read MoreHamish Chamberlayne and Richard Clode from Janus Henderson discuss how the tiny graphics chip is playing a huge role within the global digital transformation.
Read MoreIn this week’s Insights column, AMP’s Shane Oliver takes a look at seven charts he sees as critical for the investment outlook over the oncoming weeks and months.
Read MoreFor Michael O’Neill and Daniel Moore from Investors Mutual, the key themes that stood out from the recent reporting season were inflation, consumer spending and cashflow.
Read MoreIn an inflationary economic environment, investors will be thinking about how to protect their purchasing power as the cost of living rises. Fidelity has a few ideas.
Read MoreThe decision to remove Tesla from the S&P 500 ESG index earlier this year made it clear that a single, data driven ESG rating cannot be everything at once.
Read More4D’s Sarah Shaw and Tasneef Rahman report on their European meetings with management teams from regulated utilities, renewables, communications and transport.
Read MoreMarkets have moved with such velocity in both directions since the COVID outbreak began it has been tough for investors to adjust with so much conflicting information being circulated.
Read MoreIn an uncertain market, diversification across asset classes, countries, sectors and regions is paramount. Fidelity looks at one method of achieving this: investing in Global Shares.
Read MoreAMP’s Shane Oliver looks at the outlook for home prices and details three reasons why he thinks this downturn will likely be deeper and the recovery slower than in past cycles.
Read MoreRapid growth, high barriers to entry, and massive innovation are just three reasons Platinum’s Liam Farlow believes batteries are an exciting area to invest in over the next 5-10 years.
Read MorePerpetual PMs Anthony Aboud and Sean Roger explain how a bottom-up stock picker goes about adding value when the broader market is so dominated by macro themes.
Read MoreWhat really matters in volatile times is having a strategy to capitalise on the short-term ups and downs, while maintaining an exposure to the long-term benefits stock markets can provide.
Read MoreUS “fast-casual” restaurants Wingstop and Shake Shack have delivered very different operating results and returns on investment in their relatively short lives. Platinum looks at why.
Read MoreAlphinity’s five portfolio managers have travelled the globe meeting with over 200 companies face to face over the past 6 months, and share the key highlights of their respective trips.
Read MoreVanEck’s Alice Shen looks at the esports and gaming sector, one of the world’s fastest growing industries with an estimated 3.2 billion users and projected earnings in the hundreds of billions.
Read MoreThe wide adoption of EVs and the green transition will each have a profound effect on both the power semiconductor market and our lives, as Platinum’s Jimmy Su explains.
Read MoreMagellan’s Michael Collins explains how a high US dollar exporting inflation, a shrinking US economy and struggles in emerging countries stand out among the challenges facing markets at the moment.
Read MoreAs heatwaves become more frequent, city centre buildings will need to adapt. For investors in global cities, keeping a close eye on weather data will become vital.
Read MoreTo meet the world’s net zero targets, new technologies will be needed to rapidly reduce emissions – carbon capture, utilisation and storage is one solution gaining significant traction.
Read MoreSchroder Real Return Fund Portfolio Manager Simon Doyle talks about navigating the changing investment landscape and market volatility that has characterised 2022 to date.
Read MoreGAM Investments’ David Goodman considers how ‘digital twins’ can fundamentally change industries via living digital simulation models that change alongside their physical counterparts.
Read MoreThe rising rate environment is problematic for Australian banks – if the negative trend in property prices continues, and if the NZ experience is any guide, bank loan growth should slow.
Read MorePlatinum’s Clay Smolinski discusses how, after an eight-year lull, the energy industry is seeing a large step-up in activity as countries seek to invest in and develop new sources of supply.
Read MoreT. Rowe Price Equity Specialist Sam Ruiz gives his thoughts on the markets at the moment, as investors remain focused on rate impacts and potential recessions around the globe.
Read MoreHow do you tell if what we’ve enjoyed over the past two months is the start of a renewed bull market or just another bear market rally? Tom Stevenson from Fidelity has a few suggestions.
Read MoreWith investors’ increasing focus on ESG risks and opportunities, concerns surrounding the lower ESG performance of smaller companies versus their larger peers have emerged.
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