Management 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 MoreOne 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 MoreJanus 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 MoreWith 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 MoreThe 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 MoreIn his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MorePart 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 MoreThe 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 MoreAll 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 MoreElfreda 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 MoreMany 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 MoreGAM Investments’ Mark Hawtin says new ways of manufacturing will increasingly be led by innovative technologies, opening up exciting and differentiated investment opportunities.
Read MoreCentral 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 MoreThomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreFidelity’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 MorePart 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 MoreJulian McCormack, Cameron Robertson and Charles Brooks from Platinum Asset Management discuss China’s recent policy initiatives and why Platinum continues to see opportunities.
Read MoreIf 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 MoreWhat 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 MoreDinesh 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 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 MoreYou 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 MoreValue 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 MoreLooking 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 MoreThe 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 analyst Hayden Nicholson updates developments in the LIC market. This week: Qualitas Real Estate Income Fund (QRI)
Read MoreThomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreIn his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreCatch 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 MoreRecent 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 MoreWith Covid’s rampant delta variant seemingly taking hold across the globe, things seem pretty grim again. But, argues AMP Capital’s Shane Oliver, there are some reasons for optimism among the gloom.
Read MoreThe industry is now seeing an expansion in data-driven practices, with new ESG and climate datasets emerging and becoming mainstream. Russell Investments explore what climate risk metrics are and how they are used today.
Read MoreAs we reflect on the end of another twelve months that leaves us wanting to see the word “unprecedented” banned from the dictionary, we allow ourselves to feel cautiously optimistic.
Read MoreWith increasing vaccination levels and economies reopening, GAM Investments’ Mark Hawtin considers what a post-covid-19 future might look like for the ecommerce sector.
Read MoreAirlie’s Emma Fisher reflects on the past 12 months in the Australian equity market, discusses the fund’s strong performance, positioning for inflationary risks and current holdings.
Read MoreBell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: WAM Leaders Entitlement Offer
Read MoreIn “normal” times, Australia’s 2Q CPI figure surprising on the upside would almost certainly trigger fears that rate rises are coming fast. But, argues AllianceBernstein’s Guy Bruten, times are not “normal”.
Read MorePIMCO takes us on an in-depth look into what the next decade holds for the automotive industry’s transition from internal combustion engine (ICE) to electric vehicles (EVs).
Read MoreAfter the ASX 300 AREIT index crashed 20.7% in 2020, much of the last calendar year was spent discussing whether AREITs had a future at all. 2021 has answered that unequivocally.
Read MoreAnton Tagliaferro from Investors Mutual explains what the recent jump in corporate activity means for his firm’s portfolios and how IML is well-placed to benefit from these trends.
Read MoreGovernments like a bit of inflation. Central banks think they can achieve it. It’s the rest of us who will have to deal with the consequences if they can’t, argues Fidelity’s Tom Stevenson.
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