Funds
Time for Dividend Stocks to Shine?
Global equities have started 2022 with a very different backdrop compared to the previous few years, as the magnitude and speed of interest rate hikes is digested by markets.
Read MoreTech Talk: Valuations (finally) matter
In the latest episode of his ‘Tech Talk’ series, Alphinity’s Trent Masters discusses some key takeaways from the month, and shares his thoughts on Microsoft’s $70bn spend on games.
Read MoreNew Age Currencies vs Visa & Mastercard
Magellan Portfolio Manager Elisa Di Marco takes a closer look at the proliferation of ‘new age currencies’ and assesses how both Visa and Mastercard are positioning for this strong competition.
Read MoreAdobe: Inspiring digital creativity and sustainability
Hamish Chamberlayne from Janus Henderson discusses why he considers Adobe a good example of a company that has a positive impact on both society and the environment.
Read MoreFeb 2022 Investment Outlook Q&A
This week’s Insights column sees AMP’s Chief Economist Dr Shane Oliver discuss inflation, interest rates, Russia & Ukraine, the risk of a share crash, house prices and other issues.
Read MoreGlobal Matters: 2022 Outlook
2022 is set to be another challenging year, with governments and central banks facing tough decisions. Sarah Shaw and Greg Goodsell from 4D Infrastructure look at what this might mean for markets.
Read MoreMegatrends Continue Supporting Semiconductors
Threatened with higher discount rates as inflation rises, investors are wondering if they should reposition their portfolios this year. ETF Securities looks at semiconductors in this context.
Read MoreThe Pandemic Has Changed the Future of Work
Remote work is ensconced. A ‘Great Resignation’ is underway in the US. As Magellan Investment Specialist Michael Collins explains in this article, neither might last.
Read MoreClean Energy Still Has Spark
Share investors have been experiencing a market selloff and clean energy is one sector that has been impacted more than others. VanEck’s Russel Chesler looks at why this might be.
Read MoreHouse Prices – What’s in Store for 2022 and Beyond
According to CoreLogic, Australian house prices increased +22.1% in 2021, led by Australia’s largest city of Sydney (+25.3%). Quay Global Investors take a closer look.
Read MoreThe Competitive Advantage of Big Data
Harnessing the power of data is critical for companies to maintain a competitive edge in a technological age. GAM Investments’ David Goodman looks at some companies doing so.
Read MoreCorrections, Gummy Bears and Grizzly Bears
Given the rough start to the year in share markets, AMP’s Shane Oliver uses this week’s Insights column to take a look at past bear markets in Australian and US shares.
Read MoreCan Volkswagen Catch Tesla in the EV Race?
Tesla’s vehicle deliveries soared in 2021 but legacy automakers are running a marathon, not a sprint. Schroders European Equities Analyst Rodrigo Kohn examines the difference.
Read MoreThe Investment Multiverse
Cross-asset correlations are changing, but how significant is this for investors? Janus Henderson’s Aneet Chachra considers how investors can potentially adapt their portfolios.
Read MorePlatinum International Health Care Fund Update
Platinum International Health Care Fund Portfolio manager Dr Bianca Ogden recently chatted with investment specialist Dean McLelland over a Zoom call to provide a timely update.
Read MoreThe Metaverse: Does it meta?
The buzz around the “metaverse” has gone into overdrive as the (virtual) reality draws closer and internet giants make big bets on its success. But is it all it’s cracked up to be?
Read MoreFAANGs Remain the Engine Room of the Nasdaq-100
Despite a bit of a stumble so far this year, the big-tech stocks known as the FAANGs continue to dominate the broader US indices. ETF Securities breaks down the reasons why.
Read MoreA Frontline View on Inflation and its Persistence
Anecdotal reports from the companies Pengana Capital follows indicate differing impacts from rising prices—and offer a few clues to where inflation is headed.
Read MoreThe Beautiful Game
There is an apparent paradox of investing in shares; price is everything yet it is also nothing. Kerr Neilsen from Platinum Asset Management unpicks this inherent investment conundrum.
Read MoreA Stellar Year for REITs – Will this Continue into 2022?
Despite the well-documented challenges, 2021 has been a successful year for AREITs. Pengana Capital looks into whether or not this trend will carry over into the new year.
Read MoreThe RBA Ends Bond Buying – but Remains “Patient” on Rates
In this week’s Insights column, AMP’s Dr Shane Oliver runs through the current state of play at the Reserve Bank and the implications of policy moves for local markets.
Read MoreThe Metaverse: The Next Wave of Digital Innovation?
From Gucci bags to aeroplanes, the Metaverse has sparked a wave of innovation. GAM Investments’ Mark Hawtin looks at the opportunities within a market predicted to be worth USD 1 trillion.
Read MoreAppearances Can Be Deceptive
2021 can be characterised as a strong year overall but with plenty of fallen angels. GAM Investments’ Mark Hawtin takes a look back at the year’s major themes.
Read MoreRising Interest Rates Change the Game
Investors Mutual’s Anton Tagliaferro takes an in-depth look at interest rates, how they are set to affect markets in 2022, and how IML is preparing their portfolios in response.
Read MoreInvestors Mutual Discuss Rising Interest Rates
Investors Mutual Portfolio Manager Daniel Moore discusses with Head of Retail Wayne McGauley how the prospect of rising interest rates is affecting markets.
Read MoreAFIC Profit Up, Outperforms ASX-200 in First Half
AFIC Managing Director, Mark Freeman, discusses the LIC’s strong performance for the first half of the 2021/22 financial year and outlines what the outlook is for the future.
Read MoreThe Implications of a Heating World
Climate change is the defining issue of our time and generation. If no action is taken to address climate change, what are the implications of a heating world for the year 2050?
Read MoreFlattening is Not Flattering
The recent flattening of yield curves is incongruous to the beginning of a hiking cycle. Janus Henderson examines the drivers of these dynamics and their expectations for 2022.
Read MoreWHEB’s Approach to Biodiversity
Somewhat lost among the all-encompassing threat of climate change, the decline in biodiversity is one such issue that rarely receives the attention that it deserves.
Read MoreDrug Pricing and Impact Investing
The issue of drug pricing is not straightforward. The common perception of ’evil pharma’ or governments attacking innovation is unhelpful and oversimplifies a complex challenge.
Read MoreKey Themes for Capital Markets in 2022
Jonathan Hubbard and Benoit Anne from MFS give us a comprehensive view of the key themes they believe will influence the macroeconomic and capital markets environment in 2022.
Read MoreShare Market Falls – Seven Things to Keep in Mind
With global share markets having a tough time of it in the first weeks of 2022, AMP’s Shane Oliver highlights some key points for investors to keep in mind during turbulent times.
Read MoreThe Outlook for Robotics in 2022
Some investors have begun to question whether thematic ETFs still have a place in portfolios. ETF Securities explains why it believes products like their ROBO are still key strategic holdings.
Read MorePolicymakers and Investors Face a Bumpier Ride
GAM Investments’ Julian Howard outlines why combating inflation could upset markets but secular stagnation still suggests strategically holding long-dated assets.
Read MoreOutlook 2022: Sustainable Investment
Sustainable investing is maturing – and so are the policies, disclosures and debates that surround it. Andrew Howard from Schroders takes a look into what this means for investors.
Read MoreGreed and Fear
Emerging markets investing has always been risky. And yet, as VanEck Investments explains here, avoiding them means missing potential opportunities and diversification benefits.
Read MoreSailing into the Wind
Elfreda Jonker from Alphinity explains why she believes 2022 will be a more challenging year for markets and how her firm plans to navigate these choppy waters.
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