Why We’re Adding Exposure to the Natural Gas Sector
A compelling supply demand equation is emerging for the natural gas sector which could set the foundations for a significant multi-year hydrocarbon cycle.
Read MoreFunds
What the NFT is the Metaverse?
The “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 MoreThe Rise of Automation and Robotics
An ageing, growing population will amplify demand for goods and services around the world, creating exceptional opportunities in areas such as automation and robotics.
Read MoreWarning Signs When Travelling at The Speed of Light
The 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 MoreA Positive Year for the Banks
It’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 MoreNine Implications for Investors of the Longer-Term Coronavirus Legacy
In 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 MoreThe Wisdom of Ted Lasso
Bill 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 MoreModelling the Metaverse: The Fight to Profit from the Next Big Thing
What 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 MoreDisrupting Inflation: Innovative Companies Can Light the Way
Inflation 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 MoreThe Persistence of Transient Inflation
In 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 MoreBeyond Dividends: How to boost your equity income
The 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 MoreCOP26: 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 MoreHigher Oil Prices Unlikely to Prove Sustainable
High 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 MoreWho Will Win the EV Charger Race?
Despite 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 MoreGold at the Hilton
The 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 MoreDigital Currencies and the Future of Money
GAM 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 MoreGreen Hydrogen Central to Net Zero Plans
Plenty 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 Oct 2021 Global Equity Recap
T. 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 MoreThe One Thing That’s Certain is Uncertainty
Bond 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 MoreWhy ‘Negative Screens’ are Bad ESG
While 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 MoreHow Can Equities Help You Navigate the Income Maze?
In 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 MoreThe Future of the Office – Part 3: The comeback
APN 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 MoreA Healthy Dose of Optimism
GAM Investments’ Jenna Denyes reviews some encouraging recent developments as the biotech and pharmaceutical industries continue to make impressive progress against Covid-19.
Read MoreThe Impact of Rising Interest Rates on AREITs
With 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 MoreThe Tide of Inflation
Six 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 MoreCompound Interest is an Investor’s Best Friend
In 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 MoreWhy this Market Would Freak Out a Martian
Montaka’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 MoreEmerging Markets Now Fertile Ground for Innovation
Janus 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 MoreThe NEW Balanced Portfolio
As 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 MoreTop 5 Crypto Innovator Stocks
Most 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 MoreRespecting Three Centuries of Correlation
Robert 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 MoreThe New Abnormal
If 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 More5 Sectors Set to Drive Global Listed Infrastructure Returns
Infrastructure 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 MoreOne-on-One with Platinum’s Dr Bianca Ogden
Platinum’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 MoreGradually Removing Monetary Stimulus is More Good News than Bad
In 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 MoreBuy Now, Pay Later: A new wave in payments
GAM 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 MoreHow ESG Helps Make Us Better Value Investors
Sebastien 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 MoreQ&A with Perpetual’s Thomas Rice
Perpetual portfolio manager Thomas Rice takes us through the sectors he currently likes, key trends ahead for innovation investment and a ‘truly transformational’ US disruptor.
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