Five Reasons to Consider Emerging Market Equities
Despite 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.
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Mining Stocks Buoyed by Base Metal Strength
After 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 MoreBonds Are Not Forever
With 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 MoreSuperbugs Are Outsmarting Antibiotics
As Magellan Investment Specialist Michael Collins explains, a market failure means pharmaceutical companies are failing to address the threat of increasingly drug-resistant “Superbugs”.
Read MoreAusbil Celebrates 25 Years
Paul 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 MoreStock Story: Nestlé
Magellan 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 MoreBond Markets and House Prices: Something’s gotta give
Janus 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 MoreA Strategic Case for Commodities
MFS 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 MoreTech Talk: Software and start-ups
Alphinity IM Portfolio Manager Trent Masters shares his thoughts from the month and the key takeaways from the Morgan Stanley Technology, Media & Telecom conference.
Read MoreThe 2022 Australian Federal Election and Investors
With 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 Begets the Great Chaos
The 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.
Read MoreThe Quality Wizard of Oz
Buying ‘quality’ companies seems an intuitively straightforward path to investment success. However, as VanEck’s Cameron McCormack writes, this is often easier said than done.
Read MoreThe Yield Curve: A crystal ball for the next recession?
Fidelity’s Tom Stevenson looks at one of the crystal balls investors use to identify turning points in the economy: the bond market, specifically, long and short-dated bond yields.
Read MoreActive Stock Choices Are Key in Volatile Times
Portfolio Manager Scott Berg runs through some key points regarding how T. Rowe Price’s Global Growth Equity strategy steers through complex dynamics within that universe.
Read MoreT. Rowe Price Apr 2022 Global Equity Update
T. Rowe Price Equity Specialist Sam Ruiz gives his thoughts on the 3 key themes having an impact on markets at the moment: Inflation, the US Federal Reserve and Covid.
Read MoreHedging Against Inflation – Gold or Real Estate?
In August last year, Quay Global highlighted that real estate (listed and direct) tends to outperform equities during periods of high inflation. This article serves as a follow-up piece.
Read MoreThe Dominant Narrative of 2022 for Stocks
As markets around the world continue to be buffeted by multiple factors, Airlie’s Matt Williams argues that this volatility may itself be the dominant narrative for equities over 2022.
Read MorePowell Seeking to Rid the US of Inflation Without Shedding Jobs
Fed Chair Jay Powell is looking for some sort of ‘immaculate disinflation’. His problem? Monetary policy is ill-suited to fight inflation arising from supply constraints.
Read MoreResources Revolution
The sharp rebound in raw materials prices sparked inflationary pressures and the Ukraine/Russia conflict has provided a solid floor for global resources and commodities to rally.
Read MoreAustralian Housing Slowdown Q&A
What impact will higher interest rates have on the Australian property market? How far will prices fall? AMP’s Shane Oliver looks at these and other issues in this week’s Insights column.
Read MoreHow Important is Russian Oil and Gas as Further Sanctions Loom?
As the EU considers further sanctions on Russia, Schroders looks at the importance of Russian energy supplies and asks fund manager Malcolm Melville about the implications.
Read MoreThree Balancing Acts that Just Got Harder
As Fidelity’s Kate Howitt reports, endeavouring to counter the effects of the Covid era is a difficult balancing act, one made even more so by the current conflict in Ukraine.
Read MoreEquity Income Investing: Key market drivers
Ben Lofthouse, Head of Global Equity Income at Janus Henderson, provides a summary of some of the key market drivers from the first quarter and key themes to watch going forward.
Read MoreEntrepreneurial Spirit Thriving in Asia
Platinum’s Cameron Robertson is finding plenty of “not-so-familiar” investment opportunities in Asia at the moment, with Chinese online grocery retailer Dingdong a great example.
Read MoreFive Particularly Useful Charts for Investing in Uncertain Times
Successful investing can be very difficult in times like the present with immense uncertainty. AMP’s Dr Shane Oliver gives us five charts aimed at navigating troubled waters.
Read MoreGlobal Stocks Provide Clues to Accelerating Inflation
Janus Henderson’s Matt Peron explains that energy aren’t the sole cause of weakness in consumer discretionary stocks and that US households, thus far, are withstanding elevated inflation.
Read MoreSix Rules for Investing in Hybrids
To help you make heads or tails of hybrids, Roy Keenan, Co-Head of Australian Fixed Income at Yarra Capital Management, shares his six principles for investing in these products.
Read MoreFour Reasons to Be Positive on China
It’s not hard to see why investors have shied away from China recently. Fidelity’s Tom Stevenson looks at why now might be the right time to take another look in that direction.
Read MoreVirtual Investing? Really?
Even as science changes things, it’s still ultimately about figuring out which companies have the commercial application and ability to monetize the science and which don’t.
Read MoreMarkets Face Onslaught from All Directions
GAM Investments’ Julian Howard outlines his latest multi asset views, exploring how the onslaught of pandemic, war and inflation leaves central banks with few good options.
Read MoreStagflation – Returning or Not?
In 1965, when the term was coined, the UK was heading toward a period of stagflation. VanEck’s Arian Neiron explains why there are fears we are now heading in the same direction.
Read MorePlatinum: Beware the Crowd
Platinum recently held its 2022 investor presentation: “Beware the crowd – why having a differentiated approach is critical to investing”, for which a video has now been released.
Read MorePerpetual Makes a Move on Pendal
Rationalisation afoot in the local funds management industry with Sydney-based Perpetual revealing an offer to pay $2.4 billion for Pendal, the old investment arm of Westpac.
Read MoreCentral Banks Going Green to Questionable Avail
As Magellan Investment Specialist Michael Collins argues, a loss of autonomy to fight inflation is just one of the dangers of the central banks’ current course of action.
Read MoreDNR Capital: The current state of play
DNR Capital Chief Investment Officer and High Conviction Fund Manager Jamie Nicol provides his insights into the effects of the Russian invasion of Ukraine on the current market.
Read MoreFinding Value: Better reception at TPG
Lucas Goode & Simon Conn from Investors Mutual unpick telco TPG, which they believe has a number of drivers working in its favour that will likely improve earnings going forward.
Read MoreClean Energy Back to Black
Global clean energy stocks have risen sharply in the past few weeks with Russia’s war against Ukraine transforming into a global energy war. VanEck’s Alice Shen takes a closer look.
Read MoreSix Big Lessons for Income Investors from the AREIT Reporting Season
In thinking through the latest AREIT reporting season, APN’s Pete Morrissey sees six big learnings for investors looking for attractive, sustainable income streams in the years ahead.
Read MoreInvesting through the Seasons
Four identifiable stages make up the economic cycle: expansion, slowdown, contraction and recovery. Cameron McCormack from VanEck looks at each in an investment context.
Read MoreRemaining Disciplined in the Current Market
DNR Capital Australian Emerging Companies Fund Manager Sam Twidale shares his thoughts on the current market and the importance of staying disciplined on valuation.
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