Scale the Name of the Game for Aquaculture
Max Andrews from the Melbourne-based AgFood Fund walks us through the current state of the aquaculture industry and how his firm is positioning itself in this sector moving forward.
Read MoreMax Andrews from the Melbourne-based AgFood Fund walks us through the current state of the aquaculture industry and how his firm is positioning itself in this sector moving forward.
Read MoreInvestment markets are driven by more than just fundamentals. AMP’s Shane Oliver looks at how investor psychology plays a huge role and helps explain why asset prices go through periodic booms and busts.
Read MoreAs the world finally wakes up to the increasing threat to biodiversity and natural capital, Fidelity believes investors have a crucial role to play – and a huge opportunity to seize.
Read MoreGold and gold stocks are oversold, though small inflows into the gold bullion backed ETFs in the last days of July and early August may be signalling an end to persistent outflows.
Read MoreGAM Investments’ Mark Hawtin considers the future of food and explains why it looks set to be one of the most exciting prospects for the next ten to fifteen years.
Read MoreWhile JH’s Matt Peron believes the economy is likely to slow in the face of higher rates, investors’ can prudently stay invested due to solid corporate performance and lower valuations.
Read MoreAndrew Schwartz (Group Managing Director and Co-Founder) and Mark Power (Acting Head of Income Credit Funds and Head of Build-to-Rent Debt Fund) provide an update on the fund.
Read MoreWhile most major indexes are now in or near bear market territory, TRP’s Tim Murray explains why he thinks current stock prices may not have fully baked in a recessionary scenario.
Read MoreJust as equity and bond investors were first to pull the plug, it will likely be those markets that regain their mojo first. Fidelity’s Tom Stevenson explains why there’s always another bandwagon.
Read MoreFidelity has produced a series reviewing the ‘super’ sectors of the Australian ASX300 excluding the ASX50 stocks. In part one, James Abela and Monique Rooney look at ‘Innovators’.
Read MoreMax Andrews from the AgFood Fund looks at the current financial struggles of various plant-based protein companies around the world and how his fund is positioned in the sector.
Read MoreAMP’s Shane Oliver looks at how cyclical fluctuations – a key aspect of investment markets – are mostly driven by economic developments and magnified by swings in investor sentiment.
Read MoreIn the run-up to the COP27 climate conference in Egypt this November, Schroders have kindly put together a glossary of key sustainability terms for investors. It will be updated over time.
Read MoreIt’s easy to see why leaders are attracted to the self-sufficiency nuclear energy offers at a cheaper rate than all but the lowest-cost fossil fuels. But the eternal risk of catastrophe weighs heavily against it.
Read MoreAs inflation continues to run hot, investors can look to insulate their portfolios by pursuing opportunities in the healthcare sector as well as by investing in ‘quality’ companies.
Read MoreStephanie Maier from GAM Investments outlines three key trends she believes will continue to drive the sustainable and ESG investment landscape over the coming years.
Read MoreWhile July proved an exception, the great unwind in monetary stimulus has led and will continue to lead equity market weakness, especially in the highest multiple parts of the market.
Read MoreRob Almeida from MFS Investment Management discusses the perceptions and realities about market bottoms and why he believes they require a level of capitulation we’ve not yet seen.
Read MoreMagellan’s Gerald Stack explains why he believes now is a good time to invest in global infrastructure stocks and dissects the link between these assets and interest rates.
Read MoreDenny Fish from JH explains why this year’s challenges to the tech sector are partly owed to the “math” of equity valuation and the aftereffects of earlier successes in certain sub-industries.
Read MoreChief Investment Officer and PM of the Australian Equities High Conviction Strategy Jamie Nicol provides a brief update on the current market and how DNR Capital is responding.
Read MoreAMP’s Shane Oliver takes a look at the outlook for the RBA’s cash rate following its latest hike and explains why he believes the consensus expectations for rates to rise above 3% are too hawkish.
Read MoreVanEck’s Cameron McCormack explains why, as global equities continue to face challenges, investors may want to look to a more positive global story – the potential reopening of China.
Read MoreAusbil’s Michael Price discusses his firm’s Active Dividend Income Fund, along with the performance of dividend funds in an environment of volatility and falling valuations.
Read MoreMany unusual events are taking place as far as the world economy is concerned, with policymakers acting to place the world on a steadier path. Success, however, is far from assured.
Read MorePerpetual takes a detailed look at long / short funds – in which both bought and sold positions are held – and how fund managers go about shorting what they perceive to be overvalued stocks.
Read MoreScott Kelly, Portfolio Manager for the DNR Capital Australian Equities Income Portfolio & Fund provides his insights on the current market and opportunities for income investors.
Read MoreIn this video, Magellan’s sector analysts discuss inflation, supply snarls and how interest rates are affecting banking, technology, infrastructure and consumer staples.
Read MoreAMP’s Shane Oliver takes a look at the medium-term return potential for major investment assets classes, in which – assuming inflation is tamed – he sees the possibility of some upside.
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