The Bear Market Story and What Next in Six Charts
Calendar 2022 has seen the worst start to a year for markets since the Great Depression nearly a century ago. David Brett from Schroders tells the story so far in six charts.
Read MoreCalendar 2022 has seen the worst start to a year for markets since the Great Depression nearly a century ago. David Brett from Schroders tells the story so far in six charts.
Read MoreDisplay ads are now part of the online experience. But, as Magellan’s Michael Collins writes, they also face privacy and regulatory challenges that reduce their effectiveness.
Read MorePlatinum’s Adrian Cotiga explains how Europe’s efforts to be self-reliant in supply chains and energy are providing tailwinds and opportunities in new emerging companies.
Read MoreRussell Investments’ Alain Zeitouni explains why being invested in a well-diversified portfolio makes you more likely to achieve your long-term objective with limited stress.
Read MoreEconomies are transitioning from inflation to stagflation to economic slowdown. What does this mean for global equity markets? Randal Jenneke from T. Rowe Price with more.
Read MoreIt has been a difficult 12 months or so for biotech, but Platinum Asset Management Portfolio Manager Dr Bianca Ogden believes the sector is “absolutely not broken” – far from it.
Read MoreAMP’s Shane Oliver looks at the key things for investors to keep in mind in light of the recent falls in share markets and the flow on to superannuation returns.
Read MoreFidelity’s Tom Stevenson explains why, for the Fed and other central banks, easing the inflationary economy onto the runway safely and achieving a soft landing is all that matters.
Read MoreSchroders Strategist Tina Fong takes a look back over more than 100 years of data to ask what this week’s severe market moves might signal for the economy.
Read MoreDavid Dowsett, GAM’s Head of Investments, outlines 10 themes he has identified where he sees a clear “before and after” effect for the 2020-22 crisis period.
Read MoreAs Schroders’ Ugo Montrucchio explains, high inflation is on everyone’s mind, but perhaps growth should be more concerning when making investment decisions.
Read MoreJay Sivapalan discusses what just happened in bond markets and how the Janus Henderson Australian Fixed Interest team are positioning portfolios in the current environment.
Read MorePlatinum’s Andrew Clifford looks at the current market backdrop and discusses Platinum’s investment approach, drivers of recent returns and where the team is investing.
Read MoreIn this month’s edition of Tech Talk, Trent Masters from Alphinity Investment Management explores the highlights in the tech landscape from his recent trip to the US.
Read MoreWhile the situation will remain uncertain for some time, it is clear that equity markets are returning to fundamentals where profits, cash flows and solid balance sheets matter.
Read MoreJune 2022 has seen the S&P 500 Index enter bear market territory, marking a 22% decline from its January peak. Where and when will the current dip end – if that is indeed what it is?
Read MoreMagellan’s Michael Collins looks at the current mess involving goods scarcity and explains why he believes the impediments to supply are likely to last and disrupt growth and provoke inflation.
Read MoreDemand destruction is already here with food and energy prices skyrocketing and consumers feeling the pinch. Plus, central banks have only just started to raise the cost of debt.
Read MoreIn times of rising market volatility, VanEck’s Arian Neiron explains how passive index-related funds might be an option for those who want to take some of the uncertainty out of investing.
Read MoreThe overwhelming confluence of factors currently at play has caused some pain and apprehension in the market, but they can also be a cause for optimism, says Schroders’ Kellie Wood.
Read MoreAs this article from Quay Global Investors explains, there has been no sector in global real estate that has enjoyed more demand tailwinds over the past 10 years than industrial.
Read MoreThe days of immense liquidity and the distortions it promoted have been killed by the emergence of inflationary forces which will prove more durable than many project.
Read MoreFund managers that are able to demonstrate expertise and idiosyncratic outperformance have shone in 2022, while many others have been slow to adapt to a new regime.
Read MoreCatchy phrases and fund-manager labels are more about marketing than wealth creation.
Read MoreAs Annabelle Miller from PM Capital explains, while they have fallen to a certain degree, tech valuations are yet to fully reflect the deteriorating earnings growth in the sector.
Read MoreGAM Investments’ Julian Howard argues that in order to be successful, investors must transcend the sense of fragility exacerbated by volatile periods and stick to their plans.
Read MoreAMP Chief Economist Shane Oliver believes greater sensitivity to higher interest rates will cap how much the RBA hikes to well below market expectations for a cash rate of 4% or more.
Read MoreJapan is home to many well-run, globally dominant businesses, a fact often obscured behind headlines that call attention to a stagnant economy and scandals at large corporations.
Read MoreFor the first time since the market plunge in March 2020 more company bosses and other senior executives were buying shares in their own companies in May than were selling them.
Read MoreInvesting in global equity markets has felt like playing a game of dodgeball over the last few two years as around every corner investors have been faced with a new surprise to navigate.
Read MoreSarah Shaw and Greg Goodsell describe what 4D’s country review process involves, why it is so important, how it fits in with their stock valuations and its impact on portfolio construction.
Read MoreMay saw Australian housing prices fall for the first time since the pandemic. AMP’s Shane Oliver uses this week’s Insights column to look at where things in this key market are headed from here.
Read MoreAs Magellan’s Michael Collins writes, any inflationary crunch in the Eurozone would centre on Italy, have no obvious solution and remind that the euro’s frailties are unaddressed.
Read MoreAs Covid-19 moves from pandemic to endemic, GAM’s Dr Jenna Denyes looks at how to identify whether we have reached the end of the pandemic and what we can expect from here.
Read MoreDion Hershan, Yarra CM’s Head of Australian Equities, provides his reflections on a recent trip to Western Australia and details three key challenges facing Australia’s resources sector.
Read MoreFidelity Portfolio Manager James Abela breaks down what has been a tricky past six months and highlights some points for investors to keep an eye on moving forward.
Read MoreContrary to some reports about the current global economy, we are not on the cusp of a return to the 1970s inflation inferno. T. Rowe Price’s Nikolaj Schmidt explains why.
Read MoreAFIC’s David Grace comments on the recent change to RBA monetary policy and the positioning of AFIC’s portfolio of high-quality company investments in this environment.
Read MoreJanus Henderson looks at how the rate of global deforestation is unprecedented, and the consequent impacts pose a multitude of threats that investors will need to evaluate.
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