Putting Inflation in the ’22 Equation
Expectations for 2022 are difficult to pin down as volatility continues due to uncertainty from COVID as well as high valuations. We take a look at the year ahead for Australian equities.
Read MoreExpectations for 2022 are difficult to pin down as volatility continues due to uncertainty from COVID as well as high valuations. We take a look at the year ahead for Australian equities.
Read MoreMagellan takes a look at Intercontinental Exchange, a pioneer of digitalised financial markets that owns the New York Stock Exchange among others.
Read MoreSomewhere a ceiling exists. But, as Magellan Investment Specialist Michael Collins argues, trouble is brewing, especially in the eurozone and emerging countries.
Read MoreRising prices, an inflationary environment, along with the transition underway in the energy market, all add up to a market that benefits from careful stock picking.
Read MoreWill economic growth stabilise in 2022? And could we see an easing in regulatory pressures? Andrew Rymer from Schroders gives his thoughts.
Read MoreAfter coronavirus vaccines made biotech the standout performer in 2020, the sector has faced a major reckoning this year, leaving many investors wondering why.
Read MoreImproving trends in key US segments show higher confidence in property stocks as a diversifying source of long-term returns and an effective inflationary hedge.
Read MoreMichael Steele, Co-Portfolio Manager of Yarra’s Australian Smaller Companies Equities Strategy, looks at three themes for Australian small caps moving into 2022.
Read MoreRob Wilson and Rob Almeida from MFS discuss how efforts to become more sustainable will challenge many companies and perhaps even bankrupt some.
Read MoreDespite the recovery in dividend payments this year, Scott Kelly from DNR Capital believes investors would be wise to recognise that not all income strategies are delivering.
Read MoreGAM Investments’ Julian Howard believes sideways is a viable outcome for markets and that skilfully identifying consistent and independent sources of return is likely to be key.
Read MoreT. Rowe Price’s Sam Ruiz gives his thoughts on how global equity markets have played out across sectors and around the world in the past month, and how his firm’s Global Fund has responded.
Read MoreOne of the less than expected by-products of the ‘COVID cycle’ has been the boom in household savings. Quay Global Investors explains why this might be.
Read MoreIn his final column with us for the year, AMP’s Shane Oliver reviews investment returns and their key drivers in 2021 and takes a look at the investment outlook for 2022.
Read MoreAs the effort to slow climate change gains momentum, the relationship we have with commodities will be affected in wide-ranging ways—some more obvious than others.
Read More2022 will likely be a strong market for recovery-led opportunities, albeit with higher volatility. As such, we prefer quality stocks with strong market positions.
Read MoreWe think the recent rise to prominence of cryptocurrencies requires a little bit of background information. Luckily, ETF Securities is here to help.
Read MoreSchroders’ Stuart Dear and Mihkel Kase discuss 5 defensive asset allocation themes for investors in 2022.
Read MoreThe reality is private equity investing is not the ‘baddie’ Hollywood has simplistically fashioned over the years. It’s the ‘goodie’. VanEck’s Cameron McCormack explains why.
Read MoreJames Abela and Maroun Younes, Portfolio Managers of Fidelity’s Future Leaders strategies, break down their outlook for global equity markets in 2022.
Read MoreThe need to safeguard the health of large populations continues to create opportunities that leverage the innovation of biopharmaceutical and lifescience tools manufacturers.
Read MoreStephanie Maier from GAM Investments discusses the increased commitment to tackling climate change following COP26 as it becomes clear immediate action is imperative.
Read MoreFrank Uhlenbruch, Investment Strategist in Janus Henderson’s Australian Fixed Interest team, discusses the key events of 2021 and what to expect in the year ahead.
Read MoreAlong with Nick Kirrage, co-head of the Global Value team, Schroders Head of Australian Equities Martin Conlon discusses 5 notable investment themes for equities in 2022.
Read MoreClearBridge Investments’ Sam Peters explains why his firm sees opportunity in the energy sector where it believes it is possible to witness adaptive change and be rewarded for it.
Read MoreAMP’s Shane Oliver provides an outlook for Australian house prices, as well as the main drivers and risks behind his forecasts.
Read MoreIn business, there are ‘price makers’ and ‘price takers’ – companies that have pricing power from strong market positions in good industries, and those that don’t.
Read MoreAgriculture is changing as it adapts to climate change, with the development of more planet-friendly processes having a growing impact.
Read MoreA compelling supply demand equation is emerging for the natural gas sector which could set the foundations for a significant multi-year hydrocarbon cycle.
Read MoreThe “Metaverse” has recently leapt to prominence. Magellan’s Michael Collins argues that this touted ‘embodied internet’ might take a while to arrive and underwhelm when it does.
Read MoreAn ageing, growing population will amplify demand for goods and services around the world, creating exceptional opportunities in areas such as automation and robotics.
Read MoreThe shifting sands of monetary and Government policy set a positive scene for the fundamental long short investor. The mounting risk of inflation could now be the painful hangover from it.
Read MoreIt’s been a good year for the ‘Big Four’ banks as they have returned to pre-pandemic profit levels, and AFIC has benefited from a higher level of dividends reflective of the better outlook.
Read MoreIn this week’s Insights column, AMP Chief Economist Shane Oliver takes another look at the likely longer-term legacy and implications of the coronavirus pandemic of importance to investors.
Read MoreBill Adams from MFS Investment Management (with an assist from Coach Lasso) examines the current inflation debate and the importance of a longer-term time horizon for investors.
Read MoreWhat has long been a subject of science fiction—a totally immersive virtual world inhabited by all of humanity—is increasingly a part of Big Tech companies’ plans for future growth. And the winner is…
Read MoreInflation and rising rates have prompted investors to reconsider technology and high-growth companies. But this inflationary environment is different, as are the companies best poised to rise above it.
Read MoreIn this latest Russell Investments Q4 2021 Fixed Income Survey, 53 leading bond and currency managers considered valuations, expectations and outlooks for the coming months.
Read MoreThe hunt for yield in the investment world is intense, with dividend yields on global stock markets falling materially since early last year, and bond yields close to record lows.
Read More