The World Confronts an Unusual Number of Difficulties
Many 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.
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Demystifying Long / Short Funds
Perpetual 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 MoreThe Current Market for Income Investing
Scott 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 MoreMagellan Analyst Round Table 2022
In this video, Magellan’s sector analysts discuss inflation, supply snarls and how interest rates are affecting banking, technology, infrastructure and consumer staples.
Read MoreThe Good News in the Plunge in Markets
AMP’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.
Read MoreValuations, Earnings and Opportunities
DNR Capital Portfolio Manager Sam Twidale discusses the current market, the impact on valuations and earnings and where he sees the opportunities in the Australian small cap space.
Read MoreWhy Climate Leaders Could Offer Investors Lower Risks
In addition to companies who are enabling the transition to a low carbon future, there is another important investment theme emerging: the concept of climate leaders.
Read MoreRunning Down a Coal Mine Could Beat Selling it
BHP’s decision to wind down its Mount Arthur coal mine rather than sell to a private buyer underlines how this strategy may beat divestment for real world carbon impact.
Read MoreBanks May Be Weighing on Your Portfolio
Factor-based ETFs combine the best aspects of active and passive management to deliver a targeted investment outcome while retaining transparency, liquidity and ease of trading for investors.
Read MoreEconomic Headwinds Proving Stronger than Expected
This year has already proved to be tougher than T. Rowe Price’s Nikolaj Schmidt anticipated. And yet, he does not see the challenges facing the global economy abating anytime soon.
Read MoreBiosecurity Threats Infecting Australian Agriculture
Recently, Australian agriculture has been challenged by global bio-security threats, including the introduction of the varroa destructor mite from eastern honeybees typically from Asia.
Read MoreDemystifying Bitcoin, Blockchain and Digital Assets
Amid all the misinformation, investors need to remind themselves of the huge underlying value of Bitcoin, blockchain and crypto. Here, Holon takes us back to the basics.
Read MoreInvestment Opportunities in the Energy Transition
Sam Berridge, Portfolio Manager and Resources Analyst at Perennial Partners, discusses the importance of gas for renewable energy and Perennial’s approach to investing.
Read More“Talk to Me Goose”
The past decade has been vastly more abnormal than normal in the wider lens of history. Using it as the basis for future investment settings looks unwise to Schroders’ Martin Conlon.
Read MoreThe Paradox of Cycles
Emotions are ever-present in our makeup, so they alone cannot explain market cycles. Something needs to catalyse humans to act as a herd in markets. That something is certainty.
Read MoreThe Case for Global SMID Caps
While many Australians own shares, only 15% of Australian investors directly own international shares and the percentage that own small and mid-cap international shares is even lower.
Read MoreStocks to Watch in the Agriculture Industry
In this video, Tim McGowen from FNN speaks with Executive Chairman of AgFoods Paul Jensz about the agriculture sector and some individual stock opportunities within it.
Read MoreGlobalisation Is Morphing into Something Less
Magellan Investment Specialist Michael Collins looks into why ‘geoeconomics’ is fanning an inward turn that produces some winners but mostly losers.
Read MoreDeep and Wide – Evaluating Sustainability Impact
Investors are now looking at sustainability through a different lens, trying to influence positive change by directing capital to address ESG challenges. Fidelity’s Jenn-Hui Tan with more.
Read More2021/22 Fidelity Year in Review: Global
Quality-focused stock picking remains critical led by a strong valuation discipline to find businesses that are positioned to withstand the current multiple macro-economic challenges.
Read MoreREITs and Navigating the Inflation Panic
It’s been a tough six months; not only for listed real estate, but for most risk assets as well. Even the natural portfolio risk dampener, sovereign bonds, has suffered. Quay Global with more.
Read MoreTech Stock Valuations Have Become Reasonable
As Tim Murray from T. Rowe Price explains, tech sector premium has largely reversed to pre‑pandemic levels but remains elevated. Despite the recent rout, tech stocks still aren’t cheap.
Read MoreGold Miners Battle Great Expectations
Joe Foster from VanEck takes a look at the current state of the gold market, how the yellow metal has performed historically in times of rising rates and what’s in store this time around.
Read More2021/22 Fidelity Year in Review: Australia
FY 2022 was a tough year with Inflation, interest rates and market volatility all on the rise and Covid still holding sway. Fidelity’s Paul Taylor explains why expectations are still bearish.
Read MoreInvesting in Infrastructure: Why Now?
Infrastructure has seen increased attention amid the broader market weakness. ClearBridge’s Charles Hamieh discusses some opportunities and potential income benefits in the space today.
Read MoreFinding Solace in the Short
As stocks have wobbled, investors have bemoaned having no place to hide – not even in gold. June alone saw the market fall a whopping 8.97%. Kardinia Capital takes us on a deeper dive.
Read MoreGrowth Turning Point?
Central banks continue to aggressively fight inflation; growth seems to be slowing. Schroders’ Stuart Dear thinks this could mark the turning point where fixed income returns improve dramatically.
Read MoreInflation in the 70s – Baby Boomer Fantasy or Nightmare?
AMP’s Dr Shane Oliver takes a look at the 1970s experience with inflation and its relevance to today’s problems, and explains why he believes central banks must focus on getting inflation back down.
Read MoreShould I Stay or Should I Go?
Ross Cartwright, Director of MFS IM’s Investment Solutions Group, examines considerations for asset allocation strategies across growth and value in todays market environment.
Read MoreAll Eyes on Consumers
Aneta Wynimko, Co-Portfolio Manager for Fidelity’s Global Demographics Fund, shares her key views on the current environment and the opportunities that are arising for the Fund.
Read MoreRebuilding Interest Rate Exposure
June may have marked a turning point for bond yields as the focus shifted from inflation to concern over growth. Credit assets remain a concern as default risk increases while recessionary risks rise.
Read MorePerpetual: Santos Is a Compelling Opportunity
As Perpetual Portfolio Manager Vince Pezzullo explains, what makes energy stalwart Santos so attractive is the leverage the company has to domestic gas and export LNG markets.
Read MoreTech Talk: A difficult reporting season ahead
In this month’s Tech Talk, Trent Masters from Alphinity IM reflects on the last month in markets and looks ahead to what’s set to be the most difficult reporting season in recent times.
Read MoreNowhere to Run, Nowhere to Hide
June was an ugly month, as the focus shifted from inflation to the growing risk of recession, pushing equities and credit lower. As Schroders’ Simon Doyle explains, there were few places to hide.
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