COP26: Reflections, responsibility and legacy
In the aftermath of COP26, Janus Henderson’s Kelly Hagg provides some perspective on the key developments and what they could entail for the asset management industry.
Read MoreIn the aftermath of COP26, Janus Henderson’s Kelly Hagg provides some perspective on the key developments and what they could entail for the asset management industry.
Read MoreHigh oil prices are the cure for high oil prices. As T. Rowe Price’s Shinwoo Kim argues, the supply response should rebalance the market, returning prices closer to the incentive cost curve.
Read MoreDespite predictions of huge growth within the electric vehicle (EV) charging market, fierce competition could prevent some companies from making decent returns on their investments.
Read MoreThe Blackstone buyout of Hilton is one of the most famous in history, as well as a case study in the long-term nature of private equity and the potential rewards for those with the risk tolerance and the patience.
Read MoreGAM Investments’ David Goodman examines the development of digital currencies among central banks, including China’s answer to crypto and the underlying megatrend of money being digitalised.
Read MorePlenty of countries are hyping “Green” Hydrogen as a key pathway to net-zero emissions. But for that to happen, Magellan’s Michael Collins argues, a cost disadvantage needs to be overcome first.
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 MoreBond markets saw plenty of volatility in October as yields spiked. Schroders continue to focus on managing downside risk, but plan to take some duration risk in longer maturities once yields start to stabilise.
Read MoreWhile Platinum recognises that, from an economic viewpoint, BHP’s sale of its petroleum assets makes sense, they are at something of a loss to understand how it is a positive outcome in an ESG context.
Read MoreIn a low-rate world, generating income is more difficult than ever. With cash rates close to zero, fixed income can no longer do the heavy lifting for income-focused investors.
Read MoreAPN Property Group’s Mark Mazzarella expands upon his previous articles from earlier this year to look at how offices and the work conducted within them continue to change and evolve.
Read MoreGAM Investments’ Jenna Denyes reviews some encouraging recent developments as the biotech and pharmaceutical industries continue to make impressive progress against Covid-19.
Read MoreWith the market expecting interest rates to rise from historic lows, Pengana assesses the impact this would have on AREIT’s earnings and the flow-on effect on cost of capital and valuation.
Read MoreSix months ago, Kardinia Capital wrote that inflation was on the horizon. They continue to field questions on the topic, so are revisiting it here with some of their current thoughts.
Read MoreIn his Insights column this week, AMP’s Shane Oliver explains why he believes that, if there is one “technical thing” investors should know about investing, it’s the power of compound interest.
Read MoreMontaka’s Andrew Macken gives us three examples of stocks in the reopening, defensive and mega tech narratives highlighting a market that would baffle a rational Martian.
Read MoreJanus Henderson’s Matt Culley explains how EM have seized upon the digital revolution to modernise their economies and create innovative business models to address local business needs.
Read MoreAs Fidelity’s Tom Stevenson writes in his regular column, when it comes to monetary policy the watersheds are even less obvious than for a stock market index or share price.
Read MoreMost investors tend to think of cryptos as buying bitcoins directly. However, there are many fintech companies that help provide crypto products, services and innovation. Here are ETF Securities’ top five.
Read MoreRobert Almeida from MFS Investment Management analyses the historical relationship between stocks and bonds, and why it is crucial in diversification and asset allocation decisions.
Read MoreIf the past decade in equity markets has taught us anything, mispriced money has resulted in some deeply ingrained beliefs and behaviours that are now unsustainable.
Read MoreInfrastructure investments can provide investors with a sense of reassurance in uncertain times. As First Sentier’s Trent Koch explains, every nation depends on its infrastructure to function effectively.
Read MorePlatinum’s resident virologist and portfolio manager Dr Bianca Ogden chats with Douglas Isles on how increased funding and computing power is transforming the healthcare sector.
Read MoreIn this week’s Insight’s column, Dr Shane Oliver of the AMP argues that the march of central banks towards removing monetary stimulus is a positive rather than negative move for investment markets.
Read MoreGAM Investments’ Kevin Kruczynski examines the recent growth and corporate activity in the BNPL space and why the payment method is appealing to younger consumers.
Read MoreSebastien Mallet, portfolio manager with T. Rowe Price, explains some of the advantages of incorporating ESG factors into company analysis and how it makes his firm better investors.
Read MorePerpetual portfolio manager Thomas Rice takes us through the sectors he currently likes, key trends ahead for innovation investment and a ‘truly transformational’ US disruptor.
Read MoreWhen interest rates were high, many Australian investors had a substantial portion of their money in investments that generated healthy levels of virtually risk-free income. What to do now, though?
Read MoreAn important consideration for Australian investors is the credit headwinds facing banks after APRA’s recent moves to protect borrowers from overextending themselves.
Read MoreJanus Henerson’s Adrienn Sarandi outlines the commitments that she believes need to be made to deem the COP26 a success in the fight against global warming and climate change.
Read MoreSchroders portfolio managers Simon Doyle, Stuart Dear and Martin Conlon discuss how professional investors are constructing their portfolios and integrating ESG considerations into their investment processes.
Read MoreMagellan Portfolio Manager Ofer Karliner provides an update on the Infrastructure sector, discusses what trends he’s seeing in the uptake of global travel and the risks of inflation.
Read MoreWith interest rates now close to record lows, the scope for bond yields to fall appears limited. In turn, fixed income funds might struggle to maintain their strong recent performance.
Read MoreAs we approach the COP-26 climate summit in Glasgow this week, we as investors know what to do about climate change, and that it means addressing some inconvenient questions.
Read MoreIn his regular Insights column, AMP Capital’s Dr Shane Oliver looks at the recent pullback in investment markets on the back of rising bond yields and renewed uncertainty regarding the outlook.
Read MoreThree key issues – inflation, the power crunch, and China’s economy – reverberated during the third quarter of 2021 and continue to present a complex backdrop for global equity investors.
Read MoreInvestors generally understand the importance emerging markets (EM) have had on our global economy, but this in not reflected in portfolios. Here are the top five reasons investors should consider EM.
Read MoreThe search for yield is a perennial one. But, APN Property’s Mark Mazzarella argues, with rates at record lows, investors could be well rewarded to broaden their field of view to include Global REITs.
Read More