Thinking About the Office
Under normal circumstances, a medium sized firm of 20 employees would occupy around 400 sqm of office accommodation located in the CBD. But these are not normal circumstances.
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Diversify Your Portfolio
An allocation to both Australian and global equities can bring investors a broader choice of investment opportunities, as well as reduce volatility and enhance potential portfolio returns.
Read MoreThe Move to the Cloud: No Turning Back
With almost 60% of Australia currently in lockdown, and working and learning remotely, companies providing cloud computing software have been critical in allowing us some level of normality.
Read MoreThe Listed Private Equity Revolution
A recent structural innovation now allows retail investors the ability to access global private equity investments via securities traded on major stock exchanges, as Steven Milch from Pengana explains.
Read MoreT. Rowe Price August 2021 Global Equity Recap
T. Rowe Price Equity Specialist Sam Ruiz gives his thoughts on how global equity markets have played out so far across sectors and around the world in the September 2021 quarter.
Read MoreStagflation
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreMarket Powers on Despite Uncertain Times
Uncertainty in markets both local and global means investing successfully is trickier than ever at the moment. Platinum’s Andrew Clifford breaks down where he sees things headed from here.
Read MoreAre AREITs Still Defensive?
AREITs have always been tailored to risk averse investors. Often approaching or in retirement, they needed a regular, reliable income stream and AREITs suited them perfectly. Do they still?
Read MoreWhat’s the Policy Playbook for the Inflation Endgame?
A shift in the inflation landscape is underway as policymakers start to focus on more pressing concerns but what will the new regime look like? Darren Williams and Guy Bruten from AB share their thoughts.
Read MoreValuing CEOs as the Jewel in the Crown
Sound management is a key pillar of Perpetual’s investment philosophy and the COVID pandemic has again highlighted how important this is when developing an investment thesis. But how does this work in practice?
Read MoreCatching China’s Third Consumption Wave
Uncertainty is never good for short-term sentiment, but for the long-term investor it can often present buying opportunities. This is the case with Chinese equities today, according to Antipodes’ Sunny Bangia.
Read MoreBell Potter LIC Weekly: Flagship to issue convertible notes
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Flagship to issue convertible notes.
Read MoreFinding Defensive Stocks Ripe for Recovery
Defensive stocks are often misunderstood. Innovation often goes unappreciated. But AllianceBernstein believes the disconnect between resilient businesses and share prices is unsustainable and ripe for reversal.
Read MoreWhere to from Here for Dividends?
Michael Price, Portfolio Manager of Ausbil’s Active Dividend Income Fund, gives his thoughts on where investors need to look in the current market to keep their dividend income flowing in.
Read MoreSeven Reasons to Look Beyond the Gloom
Things have turned a bit grim of late with Delta cases both locally and abroad showing no signs of slowing. But, as AMP Capital’s Shane Oliver argues in his regular column, things aren’t as bad as they might seem.
Read MoreA Clear View for the Future
When you have more cash on your books than the company is worth, as Clearview Wealth does, then something needs to be done – hence the ’strategic review’ announced on Friday by the company.
Read MoreChina Tech: Evolving regulations, same compelling themes
Even as they increase regulatory oversight of the tech sector, Chinese authorities still value the role played by private sector companies in digitising the country’s economy, Janus Henderson’s Adam Wolfman explains.
Read MoreSchroders on Value – Part Six
Part Six of Six in a video series with Schroders Australia Fund Manager Simon Adler, in which he tells us how Schroders’ Global Recovery Fund has outperformance of the MSCI World index.
Read MorePicking the Winners from ‘Creative Destruction’
As an investment manager, Magellan’s approach is to deliberately narrow our investment universe. Sometimes this means we can miss out on returns as the bandwagon trumpets the latest must-have stock. But we’re fine with that.
Read MoreFive Semiconductor Stocks to Know About
Semiconductors are like the brains of the computer world, allowing all our modern devices to function. But semiconductor companies can be a bit obscure, highly specialised and unknown to the general public.
Read MoreCan Advances in Technology Keep a Lid on Inflation?
Technology is advancing at a rapid pace, exerting downward pressure on prices. But will this be enough to offset the impact of a new, higher-inflation regime? History suggests not necessarily.
Read MoreThe Looming Housing Excess
Analysis of Australia’s housing sector from Yarra Capital’s Tim Toohey suggests excess supply is coming on the back of historic government stimulus measures and an absence of net migration.
Read MoreSoftening up
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreWhat does China’s Slowdown and Regulatory Crackdown Mean for its Growth Outlook?
As AMP’s Shane Oliver explains, Chinese economic growth is likely to be soft this half but policy easing and maybe a pause in some regulatory moves should allow a rebound next year.
Read MoreSchroders on Value – Part Five
Part Five of Six in a video series with Schroders Australia Fund Manager Simon Adler, in which he tells us where he currently sees the best investment opportunities in the market.
Read MoreKeeping an Open Mind on Market Themes
In a crazy 12 months for markets, it became clear to us that what was a logical and compelling macro view one moment could fundamentally change a few months’ later.
Read MoreThe New Economic Cycle
For the first time in over a decade, a new economic cycle may be underway – a ‘reflation’ cycle characterised by faster economic growth, higher inflation and ongoing monetary and fiscal stimulus.
Read MoreUshering in a New Era of Drug Development
In recent decades, thanks to a deeper understanding of underlying biological mechanisms, drug development has progressed in leaps and bounds as research into new compounds has evolved beyond a trial-and-error approach.
Read MoreCyclical Stocks Boost Ethical Fund
The Perpetual Ethical SRI Fund returned 42.5% for the full fiscal year to 30 June, outperforming the benchmark by 14.0% thanks in part to new investment opportunities thrown up by extraordinary market volatility.
Read MoreBoral Case Study: Building a Position in Cyclical Companies
In reflecting on the last couple of years we are pleased with the fund’s performance, delivering solid returns for our unit holders. Here, we consider one of the stock picks that worked out well for us.
Read MoreLessons Learned Over the Last Twelve Months
As we head into the new financial year, we feel really excited by the stocks and exposures we have in both the long and short book. However, if FY21 has taught us anything it is to keep an open mind and learn from where we got things wrong.
Read MoreSpotting the Gaps and Value Traps
As a fundamental value manager, one way we can add value is avoiding value traps. A few value-style companies raised red flags in FY21 and, as a result, we were short or did not own them.
Read MoreValue Across the Market Spectrum
When taking a pragmatic approach, value can be found right across the market spectrum – even in big tech – by identifying resilient businesses that are cheap relative to their growth profile and peers.
Read MoreIs There Still Value in Growth Stocks?
The strong relative performance of growth stocks in recent years has given rise to concerns about overvaluation and a potential re-run of the dotcom bubble twenty years ago.
Read MoreThree Headwinds to Global Growth
The global economy is rebounding very strongly in 2021, led by the US and likely to be followed by Europe and emerging market economies. Perpetual’s Michael O’Dea discusses his firm’s market outlook.
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