Tax is a Classic ESG Issue
Like many other ESG issues, tax also tells you a lot about management quality and about how the senior leadership sees the world. Ted Franks from Pengana Capital explains why.
Read MoreFunds
From Partying Hard to Doing the Hard Yards
Market returns across most asset classes have been supercharged since the lows of March 2020, spurred by accommodative monetary policy, stimulatory fiscal policy and an improving global economic outlook as the COVID vaccine rollout gathers pace.
Read MoreRethinking the Role of Bonds in Portfolio Construction
The extraordinary monetary and fiscal policy response to the COVID-19 crisis has been very successful in minimising the damage to the global economy, but has also had profound implications for portfolio construction.
Read MoreSchroders on Value – Part Four
Part Four of Six in a video series with Schroders Australia Fund Manager Simon Adler, in which he explains why value is an important holding in portfolios.
Read MoreSeven Easy Ways to Get Hurt
In his latest Australian Equities Insight, Dion Hershan, Head of Australian Equities at Yarra Capital, looks at some of the easy ways for investors to get hurt in the current environment.
Read MoreSix Reasons Why Shares Are at Or Near Record Levels
Despite contrary indicators, global and Australian shares are around record levels. So how can this be? And how sustainable is it? And what are the risks? AMP Capital’s Shane Oliver tackles these questions in his regular column.
Read MoreEmerging Markets: Waiting for a Breakthrough
Despite rising rates and regulatory interference, GAM Investments’ Julian Howard suggests the medium-term outlook for Emerging Markets is better than it seems, while the long-term outlook is assured.
Read MoreIs the SPAC Party Over?
Is the SPAC (special purpose acquisition companies) market dead? Should investors flee the space or is it a good time to buy in? Cameron McVie from Russell Investments gives us his thoughts.
Read MoreREITs and Inflation – Where Is the Sweet Spot?
Quay Global Investors believe that real estate (listed and direct) tends to outperform equities during periods of high inflation and outline the reasons why in this piece.
Read MoreSchroders on Value – Part Three
Part Three of Six in a video series with Schroders Australia Fund Manager Simon Adler, in which he analyses how value investing performs over the long term.
Read MoreLooking Past the Peak
As Australia transitions from policy-driven growth to organic growth, elevated volatility presents opportunities for investors who are flexible, liquid and patient. PIMCO’s Robert Mead and Adam Bowe with more.
Read MoreManagement Teams that Passed the Covid Test
One of Perpetual’s key filters when assessing businesses to invest in is the quality of their management teams. This was further amplified by the COVID-19 pandemic, as Anthony Aboud explains.
Read MoreGlobal Technology Outlook: Prioritising Company Fundamentals
Janus Henderson’s Denny Fish sees the current tech rally being guided by earnings results and the strong positions of leading tech companies aligned with a number of other themes.
Read MoreStart Your Batteries: the impact of EVs on ESG
With sustainability becoming ever more crucial, Alex Cook from BetaShares explores the development and use of EVs, the outlook for the industry and its importance to the global ESG effort.
Read MoreStraying from the Pack
The big four Australian banks have been a perennial favourite with investors, but there may be better opportunities in the sector if you are willing to dig a little deeper, as Allan Gray Australia Analyst Yi-Chan Lee explains.
Read MoreGrinding on
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreSchroders on Value – Part Two
Part Two of Six in a video series with Schroders Australia Fund Manager Simon Adler, in which he looks into whether or not there is still an opportunity in value.
Read MoreGreat Investment Quotes for Topsy Turvy Times
The basic principles of investing remain timeless. Fortunately, some investment experts have a knack of encapsulating these in a few words that are insightful and inspiring. AMP’s Shane Oliver has a few for us to consider.
Read MoreSchroders on Value – Full Series
All six episodes of Schroders series on value in which Fund Manager Simon Adler talks about various aspects of value investment and how his firm is positioned moving forward.
Read MoreA View from the High Road: Looking back at FY21 and towards FY22
Elfreda Jonker from Alphinity provides us with an in-depth breakdown of how she saw things play out in the last financial year and how she sees things playing out in the current one.
Read MoreBig Tech’s Success Incites a Backlash
Many think the internet giants are too big for society’s good. But even a rethink of competition policy along such lines is unlikely to curb the largest platforms. Magellan’s Michael Collins with more.
Read MoreFactories of the Future
GAM Investments’ Mark Hawtin says new ways of manufacturing will increasingly be led by innovative technologies, opening up exciting and differentiated investment opportunities.
Read MoreWill Policy Changes Open the Door to Higher Inflation?
Central banks are being forced to address many challenges. Given these tensions, will controlling inflation retain its overriding precedence? As priorities change, we believe inflation is on the verge of an important shift higher.
Read MoreApple’s surveillance challenge, blockchain gaming capital raises, and the start of suborbital spaceflight sales
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreAfter the Selloff: What’s next for Chinese equities?
Fidelity’s Paras Anand looks at what might happen next in Chinese markets after the recent selloff due to the publication of regulations targeting education companies fuelled fears of deeper policy uncertainties.
Read MoreSchroders on Value – Part One
Part One of Six in a video series with Schroders Australia Fund Manager Simon Adler, in which he breaks down the reasons behind Schroders’ recent rotation from growth to value.
Read MorePlatinum In Focus: China
Julian McCormack, Cameron Robertson and Charles Brooks from Platinum Asset Management discuss China’s recent policy initiatives and why Platinum continues to see opportunities.
Read MoreThree Reasons Investors Need to Source Income Efficiently
If investors are willing to expand their horizons, they stand a much better chance of meeting their investment goals. Here are three compelling reasons to go global and multi-sector.
Read MoreMagellan Minutes: The Cloud and Cybersecurity
What is the “Cloud”? How important is cybersecurity and what can we learn from the recent hacks on high profile companies like Microsoft? Magellan’s Adrian Lu discusses these topics and more.
Read MoreA Bond Investor’s Perspective on REITs
Dinesh Kuhadas and Lisa Harrison from Janus Henderson provide a different perspective on REITs, the key themes affecting the sector and how the team view it as an investment opportunity.
Read MoreThe China Puzzle
The actions of authorities in China dominate headlines. However, Arian Neiron from VanEck writes, if the name of the country is not mentioned then many of the moves seem sensible.
Read MoreTiming the Market
You might reasonably think that investors are worrying about two contradictory things at the moment. On the face of it, that makes no sense. They can’t both be a problem at the same time, can they?
Read MoreThis Time it Is Not Different
Value as a style can behave very differently from the broader market, and that can be a really powerful diversifier for client portfolios. Simon Adler from Schroders explains how.
Read MoreThe Naked Truth – Returns Stripped Back
Looking at headline returns is a great way to quickly ascertain how much your portfolio has increased or decreased in a certain timeframe, but there are certain caveats to keep in mind.
Read MoreThree Investment Themes for H2 2021
The first six months of 2021 has seen a maturing of the equity market recovery. This note considers some potentially interesting investment themes for the remainder of the year.
Read MoreBell Potter LIC Weekly: Qualitas Real Estate Income Fund
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Qualitas Real Estate Income Fund (QRI)
Read MoreTime crystals, sodium-ion batteries, and where to go when civilisation collapses
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreRBA Theatrics
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreHidden Gems Webinar Recap – Benchmark Minerals, LKE, NVX, EMN & QPM
Catch up on the full webinar with a keynote presentation from Benchmark Mineral & presentations from Lake Resources (ASX: LKE), Novonix (ASX: NVX), Euro Manganese (ASX: EMN) & Queensland Pacific Metals (ASX: QPM)
Read MoreChina: Time to Run or Time to be Bold?
Recent activity from Chinese regulators and the response from markets is testing the resolve of investors. Platinum’s Andrew Clifford sees this as an opportunity. Here’s why.
Read More
