The 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 MoreBuying ‘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 MoreFidelity’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 MorePortfolio 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 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 MoreIn 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 MoreAs 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 MoreFed 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 MoreThe 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 MoreWhat 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 MoreAs 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 MoreAs 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 MoreBen 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 MorePlatinum’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 MoreSuccessful 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 MoreJanus 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 MoreTo 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 MoreIt’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 MoreEven 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 MoreGAM 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 MoreIn 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 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 MoreRationalisation 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 MoreAs 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 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 MoreLucas 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 MoreGlobal 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 MoreIn 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 MoreFour identifiable stages make up the economic cycle: expansion, slowdown, contraction and recovery. Cameron McCormack from VanEck looks at each in an investment context.
Read MoreDNR Capital Australian Emerging Companies Fund Manager Sam Twidale shares his thoughts on the current market and the importance of staying disciplined on valuation.
Read MoreKardinia Capital looks at why Jerome Powell’s re-election as Federal Reserve chair late last year was a relief to investors, but a few short months later his credibility is now on the line.
Read MoreSchroders’ Martin Conlon explains which companies and sectors were the ‘winners’ and ‘losers’ of reporting season and what changes we’re seeing when it comes to ESG.
Read MoreIn the latest episode of his ‘Tech Talk’ series, Alphinity’s Trent Masters discusses some key takeaways from the month, and looks at the key trends post reporting season.
Read MoreWhen it comes to ESG Funds, there are many shades of green. Kathleen Beaumont from Russell Investments explains how her firm goes about choosing truly sustainable products.
Read MoreJanus Henderson considers the implications of the ‘gradually then suddenly’ phenomenon, as markets respond to a sudden change in expectations for bond and commodity markets.
Read MoreScott Kelly, Portfolio Manager for the DNR Capital Australian Equities Income Portfolio and Fund, provides a current market update for income equities in light of recent events.
Read MoreIn this week’s Insights column, AMP’s Shane Oliver looks at what the US Federal Reserve’s decision to start raising interest rates means for Australia and Australian investors.
Read MoreYouth, as the old adage goes, is wasted on the young. Fidelity’s Tom Stevenson has some sage advice from his time in the markets for investors starting out on their journey.
Read MoreThe first era of quantitative tightening fizzled. Magellan Investment Specialist Michael Collins wonders if asset-selling – aka money destroying – can help fight inflation this time?
Read MoreThe disruption bubble is unravelling and market leadership is changing. Platinum’s Clay Smolinski looks at where the next big investment opportunities may lie.
Read MoreSam Ruiz from T. Rowe Price gives his thoughts on the 3 key themes having an impact on markets at the moment: Inflation, Interest Rates and Russia’s invasion of Ukraine.
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