Infrastructure Advances in a High-Inflation Environment
2022 has not been the best year for equity investors thus far, with rising rates leading to company valuation re-rating, compounded by the uncertainty of debt serviceability.
Read More2022 has not been the best year for equity investors thus far, with rising rates leading to company valuation re-rating, compounded by the uncertainty of debt serviceability.
Read MoreWhen the market’s going well many people forget about income. This all changes in volatile times, particularly if your investments are your main source of money coming in.
Read MoreJames Tierney and Michael Walker from AB discuss how the recent divergence of the FAANGs reminds us why fundamentals should always trump fads for long-term equity investors.
Read MoreIn response to investor interest in how best to access gold and gold miners, Cameron McCormack explains why VanEck believes an unhedged exposure is the best way to do so.
Read MoreAnother year, another burst of extreme crypto volatility. But, as Fidelity explains, the blockchain technology behind bitcoin and other digital assets continues to grow in importance.
Read MorePerpetual’s Anthony Aboud explains why he believes the lifecycles of companies can create significant opportunities …especially if the right demerger occurs at the right time.
Read MoreThe renewal of the Cold War; an energy crisis; a re-run of the 2000-2003 technology sell-off – we’re running over familiar ground. History may not repeat itself, but it’s rhyming.
Read MoreIn a special Insights column, AMP’s Dr Shane Oliver takes a look at the outcome of the Australian Federal election and how it might affect the various markets.
Read MoreIt is, to put it mildly, a tough old market at the moment, buffeted from every angle and right across the spectrum. AMP Chief Economist Shane Oliver takes a look at things from both sides: the good and the bad.
Read MoreJoe Foster from VanEck takes us on an in-depth look at the gold market in light of the myriad current economic and geopolitical factors at play.
Read MoreAs the fourth digital wave takes hold and data creation increases exponentially, GAM Investments’ Mark Hawtin examines the integral role storage will play in enabling Digital 4.0.
Read MoreTal Lomnitzer from JH discusses the strong demand for resources fuelled by evolving global energy needs as well as the diversification merits of a long-term allocation to the asset class.
Read MoreMining is one of the most complex components of bitcoin, but it is arguably the most important. ETF Securities provides a thorough rundown of what’s involved in the process.
Read MoreFixed income has cheapened dramatically, however with uncertainty elevated Schroders’ Stuart Dear expects additional risk premia to be built in before bonds become really appealing.
Read MoreAs the market experiences considerable volatility but ultimately ‘treads water’ and consolidates, the topic on everyone’s mind is: what does the rest of 2022 have in store for investors?
Read MoreWith global equity markets having pulled back substantially in recent months, Fidelity’s Tom Stevenson offers up six reasons why buying the dip may make sense for investors.
Read MoreSuccessful investing can be really hard in times like the present when share markets are down sharply & very volatile. AMP’s Shane Oliver has some more handy charts to help you in this regard.
Read MoreRob Almeida from MFS explains how stocks and bonds might become more correlated and investment styles such as growth and value more closely synched than in the past.
Read MoreThe investing life looks set to become a little more difficult. Schroders’ Martin Conlon feels that it might be time for investors to take a lead from Steve Jobs and ‘Think Different’.
Read MoreTwo years into the semiconductor shortages, GAM Investments’ Pieran Maru examines the causes, the industries most impacted and the possible path to normalisation of supply.
Read MoreShares of investment manager Pendal Group jumped more than 8% in Tuesday’s selloff on the ASX after it surprised on the upside with a solid interim profit of $96.7 million.
Read MoreVanEck’s Alice Shen suggests that Chinese equities are oversold and investors may do well to consider investing in fundamentally sound companies as part of their asset allocation.
Read MoreRussia may be un-investable for years to come and many companies around the world will not do business with Putin’s regime again. For some, however, the devil is in the detail.
Read MoreRandal Jenneke, head of Australian equities and portfolio manager for the T. Rowe Price Australian Equity Fund, recaps the March quarter and looks ahead to the rest of 2022.
Read MoreInvestors are witnessing a decoupling of the relationship between gold’s fair value and US real yields, as concerns over the Ukraine and inflation promote its safe haven status.
Read MoreAs Platinum’s Liam Farlow and Jodie Bannan write, while governments and corporations are leading the way on the ESG front, consumers and investors have a role to play too.
Read MoreFidelity’s Tom Stevenson explains why he believes the FAANGs are driven by very different commercial influences and investors may not be served well by lumping them together.
Read MoreJanus Henderson’s Jay Sivapalan and Dinesh Kuhadas look at the airport sector’s experience through the pandemic and how engagement helps identify opportunities in turbulent markets.
Read MoreAusbil’s John Grace, Co-Head of Equities and PM of the Australian Emerging Leaders Fund, discusses performance of the fund, favoured sectors, individual stocks and outlook.
Read MoreDespite a rough ride over the past five years and especially in 2021, GAM Investments’ Tim Love outlines five reasons why he believes emerging market equities have a brighter future.
Read MoreAfter a March that saw some metal prices touch new highs, Perpetual’s Clarke Wilkins looks at the major commodities and the sectors and stocks that have caught his eye.
Read MoreWith a view that interest rates will continue to rise in developed markets, bonds face headwinds. Where in the world do bond investors go? The developed world is not enough.
Read MoreAs Magellan Investment Specialist Michael Collins explains, a market failure means pharmaceutical companies are failing to address the threat of increasingly drug-resistant “Superbugs”.
Read MorePaul Xiradis, Executive Chair and Chief Investment Officer of Ausbil Investment Management, discusses portfolio positioning in the current climate and the outlook for Australian equities.
Read MoreMagellan explains how the Swiss giant with a history stretching to 1866 has, under CEO Mark Schneider, used innovation that enhances everyday brands to strengthen its moat.
Read MoreJanus Henderson’s Jay Sivapalan and Dinesh Kuhadas discuss how realistic the market’s cash rate expectations are given the potential for harm to the economy and financial stability.
Read MoreMFS explains how commodities can be an important diversifier during periods of higher inflation and why the asset class could be an integral component of multi-asset portfolios.
Read MoreAlphinity IM Portfolio Manager Trent Masters shares his thoughts from the month and the key takeaways from the Morgan Stanley Technology, Media & Telecom conference.
Read MoreWith a federal election looming and a fair chance of a change in government, AMP’s Shane Oliver this week looks at the potential implications for investors as we head to the polls on May 21.
Read MoreThe great unwind in monetary stimulus has led to ongoing equity market weakness. Andrew Fleming explains why Schroders has cut its exposure to Australian resource stocks.
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