Funds

As 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.

Anton 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.

Governments 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.

Magellan’s Michael Collins writes that, among the many messages Covid has given us, is the notable one that competence matters during emergencies, but is hard to achieve.

When speaking to clients, the investment team at Kardinia Capital is frequently asked whether the market’s extraordinary run is due to come to an end. Here’s their answer.

Many companies expediting the digital revolution aren’t household names. But they often offer stronger growth potential than big-name brands making blockbuster products.

After Covid left company finances in tatters, many needed to tap investors for additional working capital. Raelene de Souza from Realindex looks at how this played out for all parties.

Allan Gray’s Simon Mawhinney looks at what happens when an equity index rebalances and how investors can benefit from an understanding of the forces that drive short-term share price movements.

Investors’ ongoing love affair with capital-light businesses continues unabated in a giant game of pass the parcel with highly inflated assets – but it’s hard to see when the music will stop.

Platinum’s Andrew Clifford gives us his thoughts on rising inflation, whether or not it is here to stay and what it means for markets, and where US / China relations fit in the overall context.

Kevin Schmitz from MFS Investment Management illustrates how his firm’s active management process helps them focus on opportunities during market dislocations.

Richard Jones from First Sentier Investors gives some insights on how his firm is managing its portfolios amid the current uncertainties across markets, sectors, and countries.

Dan Rasmussen, author and founder of asset management business Verdad, speaks with Schroders about how to target value businesses – with leverage – for ‘a wilder ride’.